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Tata Flexi Cap Fund vs HDFC Flexi Cap Fund compare

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tortoise-icon HDFC Flexi Cap Fund - Growth Plan

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tortoise-icon 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

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%

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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 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

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