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)	₹64929 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	1.43	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

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Sundaram Flexicap Fund Regular Growth
1 Month	0.56%	2.23%
6 Month	4.92%	4.85%
1 Year	24.13%	15.19%
3 Year	24.33%	-
5 Year	22.46%	-

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Sundaram Flexicap Fund Regular Growth
6 Month	-	-
1 Year	16.07%	12.46%
3 Year	26.56%	-
5 Year	27.68%	-

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	9.01	3.68
Large Cap	74.7	75.13
Mid Cap	3.09	8.02
Small Cap	13.2	13.19

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