Sundaram Flexicap Fund Regular Growth vs HDFC Flexi Cap Fund compare

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tortoise-icon HDFC Flexi Cap Fund - Growth Plan

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tortoise-icon Sundaram Flexicap Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Trailing Lumpsum Returns

Scheme Name HDFC Flexi Cap Fund - Growth Plan Sundaram Flexicap Fund Regular Growth
1 Month -3.09% -4.31%
6 Month -2.55% -3.05%
1 Year 17.89% 10.48%
3 Year 21.15% -
5 Year 21.83% -

SIP Return Analysis

Scheme Name HDFC Flexi Cap Fund - Growth Plan Sundaram Flexicap Fund Regular Growth
6 Month - -
1 Year 7.27% 3.21%
3 Year 23.37% -
5 Year 25.77% -

Rolling Lumpsum Returns

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% -

Risk Management

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% -

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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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