Sundaram Flexicap Fund Regular Growth vs HDFC Flexi Cap Fund compare

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)	₹59103 Cr	₹2154 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	1.46	2
Manager	Dhruv Muchhal	Dwijendra Srivastava
ISIN Code	INF179K01608	INF903JA1LB8
Exits Load	Exit load of 1% if redeemed within 1 year /365	Exit Load for units in excess of 25% of the investment,1% will be charged for redemption within 365 days./365

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Sundaram Flexicap Fund Regular Growth
1 Month	0.96%	2.39%
6 Month	18.37%	17.2%
1 Year	43.72%	31.98%
3 Year	27.67%	-
5 Year	24.69%	-

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Sundaram Flexicap Fund Regular Growth
6 Month	-	-
1 Year	19.39%	11.68%
3 Year	51.25%	21.95%
5 Year	100.41%	21.95%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Sundaram Flexicap Fund Regular Growth
1 Year	26.55%	18.73%
3 Year	74.39%	25.55%
5 Year	107.42%	25.55%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Sundaram Flexicap Fund Regular Growth
Standard Deviation	12.12%	8.4%
Sharp	1.51%	-
Beta	0.86%	-
Alpha	7.25%	-

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Sundaram Flexicap Fund Regular Growth
Name	Dhruv Muchhal	Dwijendra Srivastava
Total AUM	₹520687 Cr	₹14140 Cr
Fund Manage	40	14
	HDFC Flexi Cap Fund - Growth Plan	Sundaram Flexicap Fund Regular Growth

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Sundaram Flexicap Fund Regular Growth
Others	12.96	3.68
Large Cap	75.31	75.13
Small Cap	8.4	13.19
Mid Cap	3.33	8.02

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Sundaram Flexicap Fund Regular Growth
Others	9.63	0.59
Telecom - Services	4.52	-
Petroleum Products	0.26	-
IT - Software	9.97	-
Construction	1.81	6.18
Banks	35.17	-
Realty	5.23	-
Pharmaceuticals & Biotechnology	8.83	-
Automobiles	4.92	-
Aerospace & Defense	2.37	-
Ferrous Metals	0.18	-
Healthcare Services	3.98	-
Insurance	4.04	-
IT - Services	0.43	-
Transport Services	0.19	-
Oil	0.39	-
Entertainment	0.34	-
Consumer Durables	1.15	-
Auto Components	2.6	-
Power	1.88	-
Leisure Services	1.06	-
Beverages	1.05	-
Energy	-	9.77
Technology	-	7.52
Financial	-	29.63
Materials	-	4.04
Consumer Staples	-	6.47
Healthcare	-	7.87
Metals & Mining	-	1.32
Services	-	13.32
Automobile	-	3.88
Consumer Discretionary	-	3.03
Capital Goods	-	0.88
Chemicals	-	1.7
Communication	-	3.82