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) ₹2365 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 2.62% 2.23%
6 Month 4.21% 4.85%
1 Year 27.23% 15.19%
3 Year 18.81% -
5 Year 20.21% -

SIP Return Analysis

Scheme Name Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Sundaram Flexicap Fund Regular Growth
6 Month - -
1 Year 18.96% 12.46%
3 Year 25.25% -
5 Year 23.89% -

Rolling Lumpsum Returns

Scheme Name Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Sundaram Flexicap Fund Regular Growth
1 Year 13.52% 27.63%
3 Year 14.74% -
5 Year 13.61% -

Risk Management

Scheme Name Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Sundaram Flexicap Fund Regular Growth
Standard Deviation 12.65% 8.4%
Sharp 1.01% -
Beta 0.98% -
Alpha 2.49% -

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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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