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 | 4.04% | 4.45% |
6 Month | 2.35% | -0.59% |
1 Year | 15.85% | 10.06% |
3 Year | 23.47% | 14.63% |
5 Year | 29.85% | 19.22% |
SIP Return Analysis
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
6 Month | 4.31% | 4.52% |
1 Year | 7.07% | 4.49% |
3 Year | 23.62% | 16.92% |
5 Year | 25.22% | 15.74% |
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% | 0.45% |
Beta | 0.834% | 0.8% |
Alpha | 8.405% | - |
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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 | 3.13 |
Large Cap | 72.89 | 58.34 |
Mid Cap | 4.37 | 14.68 |
Small Cap | 10.31 | 23.85 |
Sector Allocation
Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Others | 10.1 | 3.02 |
Communication Services | 4.33 | 1.35 |
Energy | 0.19 | 4.28 |
Technology | 5.99 | 5.01 |
Industrials | 4.87 | 7.26 |
Basic Materials | 4.67 | 9.55 |
Financial Services | 38.64 | 40.02 |
Healthcare | 10.33 | 7.59 |
Consumer Cyclical | 15.43 | 11.56 |
Real Estate | 2.97 | 0.75 |
Consumer Defensive | 1.33 | 9.62 |
Utilities | 1.14 | - |
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