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)	₹79585 Cr	₹3419 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	-2.25%	-3.75%
6 Month	7.68%	6.67%
1 Year	4.75%	0.69%
3 Year	22.63%	15.66%
5 Year	28.42%	17.87%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	3.85%	4.04%
1 Year	7.89%	6.26%
3 Year	20.5%	15.28%
5 Year	22.61%	14.46%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Tata Flexi Cap Fund -Regular Plan-Growth
1 Year	18.14%	13.08%
3 Year	19.11%	15.55%
5 Year	18.88%	15.57%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation	11.30%	11.4%
Sharp	1.36%	1.17%
Beta	0.82%	0.79%
Alpha	7.20%	1.48%

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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	13.15	6.97
Large Cap	73.72	58.64
Mid Cap	3.36	14.78
Small Cap	9.77	19.61

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Tata Flexi Cap Fund -Regular Plan-Growth
Others	10.4	5.26
Communication Services	3.16	-
Energy	1.02	-
Technology	4.64	-
Consumer Cyclical	16.6	-
Industrials	5.03	-
Basic Materials	5.41	-
Financial Services	39.69	-
Real Estate	2.62	-
Healthcare	8.64	-
Consumer Defensive	0.76	-
Utilities	2.03	-
Petroleum Products	-	4.39
IT - Software	-	4.9
Cement & Cement Products	-	7.15
Personal Products	-	3.14
Construction	-	4.04
Finance	-	9.65
Ferrous Metals	-	2.45
Consumer Durables	-	4.25
Non - Ferrous Metals	-	0.91
Insurance	-	1.32
Banks	-	22.46
Realty	-	2.65
Agricultural, Commercial & Construction Vehicles	-	2.1
Pharmaceuticals & Biotechnology	-	2.54
Telecom - Services	-	1.41
Diversified FMCG	-	2.56
Retailing	-	4.53
Food Products	-	2.92
Leisure Services	-	1.2
Transport Services	-	0.28
Healthcare Services	-	1.91
Auto Components	-	2.24
Automobiles	-	2.9
Transport Infrastructure	-	1.27
Capital Markets	-	1.57