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 Risk | 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 | -0.56% | -2.15% |
6 Month | -3.83% | -7.75% |
1 Year | 12.29% | 5.97% |
3 Year | 21.78% | - |
5 Year | 21.93% | - |
SIP Return Analysis
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Sundaram Flexicap Fund Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 1.67% | -4.08% |
3 Year | 21.26% | - |
5 Year | 24.46% | - |
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 | 12.445% | - |
Sharp | 1.119% | - |
Beta | 0.876% | - |
Alpha | 6.835% | - |
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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 |
Fund Manage | 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 | 9.01 | 3.68 |
Large Cap | 74.7 | 75.13 |
Mid Cap | 3.09 | 8.02 |
Small Cap | 13.2 | 13.19 |
Sector Allocation
Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Sundaram Flexicap Fund Regular Growth |
---|---|---|
Others | 9.01 | 0.59 |
Telecom - Services | 4.18 | - |
Petroleum Products | 0.21 | - |
IT - Software | 7.99 | - |
Construction | 1.44 | 6.18 |
Ferrous Metals | 1.27 | - |
Banks | 35.11 | - |
Realty | 4.35 | - |
Agricultural, Commercial & Construction Vehicles | 0.46 | - |
Pharmaceuticals & Biotechnology | 8.97 | - |
Automobiles | 8.29 | - |
Aerospace & Defense | 1.23 | - |
Leisure Services | 1.46 | - |
Consumer Durables | 1.11 | - |
Healthcare Services | 3.34 | - |
Cement & Cement Products | 1.27 | - |
Insurance | 4.37 | - |
IT - Services | 0.39 | - |
Transport Services | 0.1 | - |
Diversified FMCG | 0.36 | - |
Entertainment | 0.26 | - |
Auto Components | 2.5 | - |
Power | 1.24 | - |
Beverages | 1.09 | - |
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 |
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