Sundaram Flexicap Fund Regular Growth vs HDFC Flexi Cap Fund compare
HDFC Flexi Cap Fund - Growth Plan
Sundaram Flexicap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Sundaram Flexicap Fund Regular Growth |
---|---|---|
Fund | HDFC Flexi Cap Fund - Growth Plan | Sundaram Flexicap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹65967 Cr | ₹2123 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 01 Jan 1995 | 06 Sep 2022 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 42.17% | 42% |
Expense Ratio | 1.42 | 2 |
Manager | Dhruv Muchhal | Dwijendra Srivastava |
ISIN Code | INF179K01608 | INF903JA1LB8 |
Exits Load | HDFC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 | HDFC Flexi Cap Fund - Growth Plan | Sundaram Flexicap Fund Regular Growth |
---|---|---|
1 Month | 5.36% | 4.75% |
6 Month | -6.41% | -11.05% |
1 Year | 12.83% | 4.18% |
3 Year | 21.01% | - |
5 Year | 32.83% | - |
SIP Return Analysis
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Sundaram Flexicap Fund Regular Growth |
---|---|---|
6 Month | -0.56% | -3.71% |
1 Year | 2.28% | -5.32% |
3 Year | 22.29% | - |
5 Year | 24.88% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Sundaram Flexicap Fund Regular Growth |
---|---|---|
1 Year | 18.75% | 25.7% |
3 Year | 18.86% | - |
5 Year | 18.67% | - |
Risk Management
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Sundaram Flexicap Fund Regular Growth |
---|---|---|
Standard Deviation | 12.345% | - |
Sharp | 1.134% | - |
Beta | 0.834% | - |
Alpha | 8.405% | - |
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Fund Managers
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Sundaram Flexicap Fund Regular Growth |
---|---|---|
Name | Dhruv Muchhal | Dwijendra Srivastava |
Total AUM | ₹520687 Cr | ₹14140 Cr |
Funds Managed | 40 | 14 |
HDFC Flexi Cap Fund - Growth Plan | Sundaram Flexicap Fund Regular Growth |
Market Cap
Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Sundaram Flexicap Fund Regular Growth |
---|---|---|
Others | 12.44 | 2.95 |
Large Cap | 72.89 | 71.33 |
Mid Cap | 4.37 | 13.08 |
Small Cap | 10.31 | 12.64 |
Sector Allocation
Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Sundaram Flexicap Fund Regular Growth |
---|---|---|
Others | 10.1 | 3.46 |
Communication Services | 4.33 | 5.94 |
Energy | 0.19 | 5.61 |
Technology | 5.99 | 8.91 |
Industrials | 4.87 | 13.77 |
Basic Materials | 4.67 | 5.37 |
Financial Services | 38.64 | 31.92 |
Healthcare | 10.33 | 7.21 |
Consumer Cyclical | 15.43 | 9.69 |
Real Estate | 2.97 | - |
Consumer Defensive | 1.33 | 6.69 |
Utilities | 1.14 | 1.44 |
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