Sundaram Flexicap Fund Regular Growth vs Edelweiss Flexi Cap Fund compare
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Sundaram Flexicap Fund Regular Growth
Chart Comparison
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) | ₹2376 Cr | ₹2123 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 03 Feb 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 | 1.96 | 2 |
Manager | Trideep Bhattacharya | Dwijendra Srivastava |
ISIN Code | INF843K01KN5 | INF903JA1LB8 |
Exits Load | Edelweiss Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Sundaram Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option | Sundaram Flexicap Fund Regular Growth |
---|---|---|
1 Month | 5.06% | 4.75% |
6 Month | -14.55% | -11.05% |
1 Year | 6.44% | 4.18% |
3 Year | 14.35% | - |
5 Year | 26.17% | - |
SIP Return Analysis
Scheme Name | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option | Sundaram Flexicap Fund Regular Growth |
---|---|---|
6 Month | -5.96% | -3.71% |
1 Year | -9.54% | -5.32% |
3 Year | 16.87% | - |
5 Year | 18.36% | - |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option | Sundaram Flexicap Fund Regular Growth |
---|---|---|
1 Year | 14.04% | 25.7% |
3 Year | 14.98% | - |
5 Year | 14.22% | - |
Risk Management
Scheme Name | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option | Sundaram Flexicap Fund Regular Growth |
---|---|---|
Standard Deviation | 14.087% | - |
Sharp | 0.669% | - |
Beta | 0.982% | - |
Alpha | 1.49% | - |
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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 |
Funds Managed | 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 | 4.82 | 2.95 |
Large Cap | 64.14 | 71.33 |
Small Cap | 9.1 | 12.64 |
Mid Cap | 21.94 | 13.08 |
Sector Allocation
Scheme Name |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
Sundaram Flexicap Fund Regular Growth |
---|---|---|
Others | 3.68 | 3.46 |
Energy | 3.64 | 5.61 |
Industrials | 13.92 | 13.77 |
Technology | 13.38 | 8.91 |
Consumer Defensive | 5.24 | 6.69 |
Healthcare | 7.13 | 7.21 |
Financial Services | 29.79 | 31.92 |
Basic Materials | 3.32 | 5.37 |
Consumer Cyclical | 11.36 | 9.69 |
Utilities | 3.55 | 1.44 |
Communication Services | 3.41 | 5.94 |
Real Estate | 1.58 | - |
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