Sundaram Flexicap Fund Regular Growth vs DSP Flexi Cap Fund compare

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tortoise-icon DSP Flexi Cap Fund - Regular Plan - Growth

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tortoise-icon Sundaram Flexicap Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name DSP Flexi Cap Fund - Regular Plan - Growth Sundaram Flexicap Fund Regular Growth
Fund DSP Flexi Cap Fund - Regular Plan - Growth Sundaram Flexicap Fund Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹11394 Cr ₹2154 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 29 Apr 1997 06 Sep 2022
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 29% 42%
Expense Ratio 1.75 2
Manager Rohit Singhania Dwijendra Srivastava
ISIN Code INF740K01037 INF903JA1LB8
Exits Load Exit load of 1% if redeemed less than 12 months/365 Exit Load for units in excess of 25% of the investment,1% will be charged for redemption within 365 days./365

Trailing Lumpsum Returns

Scheme Name DSP Flexi Cap Fund - Regular Plan - Growth Sundaram Flexicap Fund Regular Growth
1 Month 7.68% 2.39%
6 Month 30.76% 17.2%
1 Year 39.11% 31.98%
3 Year 16.45% -
5 Year 22.55% -

SIP Return Analysis

Scheme Name DSP Flexi Cap Fund - Regular Plan - Growth Sundaram Flexicap Fund Regular Growth
6 Month - -
1 Year 15.67% 11.68%
3 Year 35.82% 21.95%
5 Year 68.24% 21.95%

Rolling Lumpsum Returns

Scheme Name DSP Flexi Cap Fund - Regular Plan - Growth Sundaram Flexicap Fund Regular Growth
1 Year 21.81% 18.73%
3 Year 52.07% 25.55%
5 Year 76.75% 25.55%

Risk Management

Scheme Name DSP Flexi Cap Fund - Regular Plan - Growth Sundaram Flexicap Fund Regular Growth
Standard Deviation 13.45% 8.4%
Sharp 0.7% -
Beta 0.99% -
Alpha -1.71% -

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Fund Managers

Scheme Name DSP Flexi Cap Fund - Regular Plan - Growth Sundaram Flexicap Fund Regular Growth
Name Rohit Singhania Dwijendra Srivastava
Total AUM ₹46862 Cr ₹14140 Cr
Fund Manage 7 14
DSP Flexi Cap Fund - Regular Plan - Growth Sundaram Flexicap Fund Regular Growth

Market Cap

Scheme Name

DSP Flexi Cap Fund - Regular Plan - Growth

Sundaram Flexicap Fund Regular Growth

Others 1.45 3.68
Large Cap 53.59 75.13
Small Cap 17.71 13.19
Mid Cap 27.27 8.02

Sector Allocation

Scheme Name

DSP Flexi Cap Fund - Regular Plan - Growth

Sundaram Flexicap Fund Regular Growth

Others 1.45 0.59
Technology 7.43 7.52
Financial 33.04 29.63
Materials 3.9 4.04
Energy 4.83 9.77
Consumer Staples 4.31 6.47
Metals & Mining 3.9 1.32
Healthcare 6.78 7.87
Capital Goods 11.17 0.88
Chemicals 3.34 1.7
Communication 2.56 3.82
Automobile 8.06 3.88
Services 2.5 13.32
Consumer Discretionary 1.93 3.03
Diversified 1.98 -
Construction 0.97 6.18
Insurance 0.95 -
Textiles 0.92 -

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