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	Average	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	-3.7%	-5.27%
6 Month	9.78%	6.94%
1 Year	35%	21.32%
3 Year	22.54%	-
5 Year	22.3%	-

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Sundaram Flexicap Fund Regular Growth
6 Month	-	-
1 Year	27.09%	16.4%
3 Year	29.09%	-
5 Year	28.78%	-

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Sundaram Flexicap Fund Regular Growth
1 Year	18.58%	27.63%
3 Year	18.66%	-
5 Year	18.53%	-

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	9.74	3.68
Large Cap	74.75	75.13
Mid Cap	3.47	8.02
Small Cap	12.04	13.19

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Sundaram Flexicap Fund Regular Growth
Others	9.74	0.59
Telecom - Services	4.78	-
Petroleum Products	0.22	-
IT - Software	9.02	-
Construction	1.48	6.18
Banks	34.35	-
Realty	4.51	-
Agricultural, Commercial & Construction Vehicles	0.52	-
Pharmaceuticals & Biotechnology	8.79	-
Automobiles	7.13	-
Aerospace & Defense	1.25	-
Leisure Services	1.65	-
Ferrous Metals	0.52	-
Consumer Durables	1.19	-
Healthcare Services	3.76	-
Insurance	4.46	-
IT - Services	0.4	-
Transport Services	0.12	-
Diversified FMCG	0.38	-
Entertainment	0.29	-
Auto Components	2.55	-
Cement & Cement Products	0.39	-
Power	1.33	-
Beverages	1.17	-
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