Tata Flexi Cap Fund vs HDFC Flexi Cap Fund compare
HDFC Flexi Cap Fund - Growth Plan
Tata Flexi Cap Fund -Regular Plan-Growth
Chart Comparison
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 |
Trailing Lumpsum Returns
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
1 Month | 2.8% | 3.07% |
6 Month | 5.46% | 4.99% |
1 Year | 15.78% | 12.37% |
3 Year | 25.78% | 17.83% |
5 Year | 32.65% | 21.33% |
SIP Return Analysis
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
6 Month | 7.08% | 7.53% |
1 Year | 12.79% | 10.56% |
3 Year | 24.45% | 18.25% |
5 Year | 25.27% | 16.28% |
Rolling Lumpsum Returns
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
1 Year | 18.75% | 14.24% |
3 Year | 18.86% | 15.51% |
5 Year | 18.67% | 15.14% |
Risk Management
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Standard Deviation | 12.345% | 11.4% |
Sharp | 1.134% | 0.68% |
Beta | 0.834% | 0.8% |
Alpha | 8.405% | 0.81% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
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 |
Market Cap
Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Others | 12.44 | 4.43 |
Large Cap | 72.89 | 59.44 |
Mid Cap | 4.37 | 13.52 |
Small Cap | 10.31 | 22.61 |
Sector Allocation
Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Others | 10.1 | 2.95 |
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 | - | 4.19 |
Cement & Cement Products | - | 6.95 |
Personal Products | - | 3.14 |
Construction | - | 4.2 |
Finance | - | 10.08 |
Ferrous Metals | - | 2.46 |
Consumer Durables | - | 3.64 |
Non - Ferrous Metals | - | 0.69 |
Insurance | - | 2.55 |
Pharmaceuticals & Biotechnology | - | 5.04 |
Banks | - | 23.32 |
Realty | - | 2.13 |
Agricultural, Commercial & Construction Vehicles | - | 1.53 |
Industrial Manufacturing | - | 0.71 |
Telecom - Services | - | 1.29 |
Diversified FMCG | - | 2.49 |
Retailing | - | 4.7 |
Food Products | - | 1.85 |
Leisure Services | - | 1.3 |
Transport Services | - | 0.36 |
Auto Components | - | 2.22 |
Healthcare Services | - | 2.01 |
IT - Software | - | 4.1 |
Automobiles | - | 3.11 |
Transport Infrastructure | - | 1.2 |
Capital Markets | - | 1.79 |
Top Comparisons
BANDHAN Flexi Cap Fund - Regular Plan - Growth
3Y Returns18.48%
Quant Flexi Cap Fund-Growth
3Y Returns20.69%
Nippon India Dynamic Bond Fund-Growth Plan-Growth Option
3Y Returns8.54%
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
3Y Returns9.27%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns30.32%
PGIM India Large and Mid Cap Fund - Regular (G)
3Y Returns0%
ICICI Prudential Flexicap Fund - Growth
3Y Returns21.34%
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns17.11%