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)	₹75784 Cr	₹3263 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	2.89%	3.81%
6 Month	6.08%	7.52%
1 Year	8.85%	7.77%
3 Year	27.28%	19.91%
5 Year	29.44%	19.51%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	8.34%	10.13%
1 Year	14.8%	16.07%
3 Year	23.17%	18.72%
5 Year	24.34%	16.52%

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	11.91%	11.77%
Sharp	1.58%	1.09%
Beta	0.82%	0.79%
Alpha	7.20%	1.62%

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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	13.33	6.85
Large Cap	73.37	57.85
Mid Cap	3.4	13.74
Small Cap	9.89	21.56

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Tata Flexi Cap Fund -Regular Plan-Growth
Others	10.55	5.27
Communication Services	3.18	-
Energy	0.98	-
Technology	4.79	-
Consumer Cyclical	15.98	-
Industrials	5.14	-
Basic Materials	5.04	-
Financial Services	39.72	-
Real Estate	2.89	-
Healthcare	8.79	-
Consumer Defensive	1.1	-
Utilities	1.84	-
Petroleum Products	-	4.57
Cement & Cement Products	-	6.97
Personal Products	-	2.92
Construction	-	4.2
Finance	-	9.76
Ferrous Metals	-	2.54
Consumer Durables	-	4.38
Non - Ferrous Metals	-	0.87
Insurance	-	1.32
Banks	-	22.69
Realty	-	2.33
Agricultural, Commercial & Construction Vehicles	-	1.43
Pharmaceuticals & Biotechnology	-	2.66
Telecom - Services	-	1.34
Diversified FMCG	-	2.31
Retailing	-	4.46
Food Products	-	2.93
Leisure Services	-	1.13
Transport Services	-	0.34
Auto Components	-	2.91
Healthcare Services	-	1.9
IT - Software	-	4.05
Automobiles	-	3.02
Fertilizers & Agrochemicals	-	0.56
Transport Infrastructure	-	1.32
Capital Markets	-	1.82