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 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

Trailing Lumpsum Returns

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% -

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name HDFC Flexi Cap Fund - Growth Plan Sundaram Flexicap Fund Regular Growth
1 Year 18.21% 27.74%
3 Year 18.68% -
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 12.96 3.68
Large Cap 75.31 75.13
Small Cap 8.4 13.19
Mid Cap 3.33 8.02

Sector Allocation

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

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