Sundaram Flexicap Fund Regular Growth vs Edelweiss Flexi Cap Fund compare

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tortoise-icon Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

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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 Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Sundaram Flexicap Fund Regular Growth
Fund Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Sundaram Flexicap Fund Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2138 Cr ₹2154 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 05 Jan 2015 06 Sep 2022
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 49% 42%
Expense Ratio 1.99 2
Manager Trideep Bhattacharya Dwijendra Srivastava
ISIN Code INF843K01KN5 INF903JA1LB8
Exits Load Exit load of 1%, if redeemed within 90 days./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 Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Sundaram Flexicap Fund Regular Growth
1 Month 2.6% 2.39%
6 Month 23.96% 17.2%
1 Year 48.76% 31.98%
3 Year 21.46% -
5 Year 22.91% -

SIP Return Analysis

Scheme Name Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Sundaram Flexicap Fund Regular Growth
6 Month - -
1 Year 20.14% 11.68%
3 Year 42.98% 21.95%
5 Year 79.68% 21.95%

Rolling Lumpsum Returns

Scheme Name Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Sundaram Flexicap Fund Regular Growth
1 Year 23.6% 18.73%
3 Year 60.3% 25.55%
5 Year 90.22% 25.55%

Risk Management

Scheme Name Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Sundaram Flexicap Fund Regular Growth
Standard Deviation 12.65% 8.4%
Sharp 1.07% -
Beta 0.95% -
Alpha 1.27% -

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Fund Managers

Scheme Name Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Sundaram Flexicap Fund Regular Growth
Name Trideep Bhattacharya Dwijendra Srivastava
Total AUM ₹0 Cr ₹14140 Cr
Fund Manage 9 14
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Sundaram Flexicap Fund Regular Growth

Market Cap

Scheme Name

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Sundaram Flexicap Fund Regular Growth

Others 4.52 3.68
Large Cap 67.48 75.13
Small Cap 6.52 13.19
Mid Cap 21.48 8.02

Sector Allocation

Scheme Name

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Sundaram Flexicap Fund Regular Growth

Others 0.62 0.59
Energy 6.26 9.77
Technology 7.45 7.52
Consumer Staples 4.55 6.47
Construction 7.1 6.18
Financial 24.63 29.63
Metals & Mining 4.86 1.32
Healthcare 3.63 7.87
Automobile 9.65 3.88
Capital Goods 15 0.88
Communication 3.13 3.82
Materials 5.42 4.04
Consumer Discretionary 2.16 3.03
Services 5.24 13.32
Chemicals 0.3 1.7

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