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 Risk | 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 | -4.15% | -2.15% |
6 Month | -11.25% | -7.75% |
1 Year | 8.59% | 5.97% |
3 Year | 14.95% | - |
5 Year | 16.91% | - |
SIP Return Analysis
Scheme Name | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option | Sundaram Flexicap Fund Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -8.65% | -4.8% |
3 Year | 15.91% | - |
5 Year | 18.39% | - |
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 |
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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