Sundaram Flexicap Fund Regular Growth vs SBI Flexicap Fund compare
SBI Flexicap Fund - REGULAR PLAN -Growth Option
Sundaram Flexicap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Sundaram Flexicap Fund Regular Growth |
---|---|---|
Fund | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Sundaram Flexicap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High |
Asset Size (Cr) | ₹21593 Cr | ₹2123 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 29 Sep 2005 | 06 Sep 2022 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | NIFTY 500 TRI |
Turn Over | 55% | 42% |
Expense Ratio | 1.67 | 2 |
Manager | Pradeep Kesavan | Dwijendra Srivastava |
ISIN Code | INF200K01222 | INF903JA1LB8 |
Exits Load | SBI Flexi Cap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 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 | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Sundaram Flexicap Fund Regular Growth |
---|---|---|
1 Month | -3.96% | -2.15% |
6 Month | -9.79% | -7.75% |
1 Year | 4.18% | 5.97% |
3 Year | 10.26% | - |
5 Year | 13.69% | - |
SIP Return Analysis
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Sundaram Flexicap Fund Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -8.19% | -4.8% |
3 Year | 10.34% | - |
5 Year | 14.01% | - |
Rolling Lumpsum Returns
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Sundaram Flexicap Fund Regular Growth |
---|---|---|
1 Year | 13.06% | 25.7% |
3 Year | 12.84% | - |
5 Year | 12.81% | - |
Risk Management
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Sundaram Flexicap Fund Regular Growth |
---|---|---|
Standard Deviation | 10.98% | - |
Sharp | 0.4% | - |
Beta | 0.84% | - |
Alpha | -1.77% | - |
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Fund Managers
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Sundaram Flexicap Fund Regular Growth |
---|---|---|
Name | Pradeep Kesavan | Dwijendra Srivastava |
Total AUM | ₹434274 Cr | ₹14140 Cr |
Fund Manage | 43 | 14 |
SBI Flexicap Fund - REGULAR PLAN -Growth Option | Sundaram Flexicap Fund Regular Growth |
Market Cap
Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Sundaram Flexicap Fund Regular Growth |
---|---|---|
Others | 9.99 | 3.68 |
Large Cap | 48.04 | 75.13 |
Small Cap | 20.43 | 13.19 |
Mid Cap | 21.54 | 8.02 |
Sector Allocation
Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Sundaram Flexicap Fund Regular Growth |
---|---|---|
Others | 9.99 | 0.59 |
Petroleum Products | 5.68 | - |
IT - Software | 3.55 | - |
Construction | 3.6 | 6.18 |
Ferrous Metals | 1.3 | - |
Finance | 4.27 | - |
Capital Markets | 1.69 | - |
Healthcare Services | 2.41 | - |
Banks | 14.9 | - |
Retailing | 3.28 | - |
Diversified FMCG | 1.89 | - |
Non - Ferrous Metals | 1.71 | - |
Pharmaceuticals & Biotechnology | 1.77 | - |
Cement & Cement Products | 5.01 | - |
Consumer Durables | 5.24 | - |
Paper, Forest & Jute Products | 0.19 | - |
Auto Components | 2.31 | - |
Fertilizers & Agrochemicals | 0.66 | - |
Industrial Products | 4.59 | - |
Chemicals & Petrochemicals | 0.32 | - |
Automobiles | 5.4 | - |
Telecom - Services | 3.76 | - |
Insurance | 1.66 | - |
Gas | 1.72 | - |
Transport Services | 1.2 | - |
Electrical Equipment | 0.28 | - |
Diversified Metals | 0.33 | - |
Food Products | 0.44 | - |
Leisure Services | 2.03 | - |
Personal Products | 1.42 | - |
Household Products | 0.44 | - |
Financial Technology (Fintech) | 0.45 | - |
Power | 2.1 | - |
Industrial Manufacturing | 0.2 | - |
Beverages | 1.12 | - |
Entertainment | 1.2 | - |
Textiles & Apparels | 1.89 | - |
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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