Tata Flexi Cap Fund vs HDFC Flexi Cap Fund compare

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HDFC Flexi Cap Fund - Growth Plan

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Tata Flexi Cap Fund -Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Tata Flexi Cap Fund -Regular Plan-Growth
Fund	HDFC Flexi Cap Fund - Growth Plan	Tata Flexi Cap Fund -Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹65967 Cr	₹2886 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	01 Jan 1995	06 Sep 2018
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	42.17%	69.17%
Expense Ratio	1.42	1.94
Manager	Dhruv Muchhal	Amey Sathe
ISIN Code	INF179K01608	INF277K019K2
Exits Load	HDFC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Tata Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Tata Flexi Cap Fund -Regular Plan-Growth
1 Month	0.77%	2.59%
6 Month	1.46%	2.39%
1 Year	10.49%	9.04%
3 Year	26.6%	19.15%
5 Year	30%	19.93%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	6.51%	8.65%
1 Year	9.97%	11.42%
3 Year	22.46%	17.64%
5 Year	23.95%	15.87%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Tata Flexi Cap Fund -Regular Plan-Growth
1 Year	18.37%	13.43%
3 Year	19%	15.32%
5 Year	18.79%	15.31%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation	12.345%	11.4%
Sharp	1.134%	0.88%
Beta	0.834%	0.8%
Alpha	8.405%	0.89%

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Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Tata Flexi Cap Fund -Regular Plan-Growth
Name	Dhruv Muchhal	Amey Sathe
Total AUM	₹520687 Cr	₹11910 Cr
Funds Managed	40	4
	HDFC Flexi Cap Fund - Growth Plan	Tata Flexi Cap Fund -Regular Plan-Growth

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Tata Flexi Cap Fund -Regular Plan-Growth
Others	12.44	6.37
Large Cap	72.89	58.68
Mid Cap	4.37	13.77
Small Cap	10.31	21.18

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Tata Flexi Cap Fund -Regular Plan-Growth
Others	10.1	4.72
Communication Services	4.33	-
Energy	0.19	-
Technology	5.99	-
Industrials	4.87	-
Basic Materials	4.67	-
Financial Services	38.64	-
Healthcare	10.33	-
Consumer Cyclical	15.43	-
Real Estate	2.97	-
Consumer Defensive	1.33	-
Utilities	1.14	-
Petroleum Products	-	4.72
Cement & Cement Products	-	6.74
Personal Products	-	3.11
Construction	-	3.86
Finance	-	10.08
Ferrous Metals	-	2.64
Consumer Durables	-	3.92
Non - Ferrous Metals	-	0.9
Insurance	-	1.14
Pharmaceuticals & Biotechnology	-	3.06
Banks	-	23.7
Realty	-	2.35
Agricultural, Commercial & Construction Vehicles	-	1.46
Industrial Manufacturing	-	0.07
Telecom - Services	-	1.49
Diversified FMCG	-	2.45
Retailing	-	4.7
Food Products	-	1.88
Leisure Services	-	1.18
Transport Services	-	0.37
Auto Components	-	2.68
Healthcare Services	-	2.01
IT - Software	-	4.12
Automobiles	-	3.14
Fertilizers & Agrochemicals	-	0.38
Transport Infrastructure	-	1.17
Capital Markets	-	1.96