Sundaram Flexicap Fund Regular Growth vs DSP Flexi Cap Fund compare

Sundaram Flexicap Fund Regular Growth vs DSP Flexi Cap Fund compare

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DSP Flexi Cap Fund - Regular Plan - Growth

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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	DSP Flexi Cap Fund - Regular Plan - Growth	Sundaram Flexicap Fund Regular Growth
Fund	DSP Flexi Cap Fund - Regular Plan - Growth	Sundaram Flexicap Fund Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹12328 Cr	₹2128 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	07 Jun 2007	06 Sep 2022
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	29%	42%
Expense Ratio	1.74	2
Manager	Rohit Singhania	Dwijendra Srivastava
ISIN Code	INF740K01037	INF903JA1LB8
Exits Load	DSP Flexi Cap Fund - Regular Plan - 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	DSP Flexi Cap Fund - Regular Plan - Growth	Sundaram Flexicap Fund Regular Growth
1 Month	-3.47%	-2.76%
6 Month	-2.21%	-0.68%
1 Year	3.68%	6.52%
3 Year	16.97%	14.02%
5 Year	13.88%	-

SIP Return Analysis

Scheme Name	DSP Flexi Cap Fund - Regular Plan - Growth	Sundaram Flexicap Fund Regular Growth
6 Month	-0.37%	-0.39%
1 Year	6%	7.83%
3 Year	11.78%	11.26%
5 Year	13.11%	-

Rolling Lumpsum Returns

Scheme Name	DSP Flexi Cap Fund - Regular Plan - Growth	Sundaram Flexicap Fund Regular Growth
1 Year	11.15%	14.72%
3 Year	14.66%	14.7%
5 Year	14.93%	-

Risk Management

Scheme Name	DSP Flexi Cap Fund - Regular Plan - Growth	Sundaram Flexicap Fund Regular Growth
Standard Deviation	13.45%	8.4%
Sharp	0.9%	0.8%
Beta	0.94%	0.85%
Alpha	1.35%	-0.15%

Fund Managers

Scheme Name	DSP Flexi Cap Fund - Regular Plan - Growth	Sundaram Flexicap Fund Regular Growth
Name	Rohit Singhania	Dwijendra Srivastava
Total AUM	₹46862 Cr	₹14140 Cr
Funds Managed	7	14
	DSP Flexi Cap Fund - Regular Plan - Growth	Sundaram Flexicap Fund Regular Growth

Market Cap

Scheme Name	DSP Flexi Cap Fund - Regular Plan - Growth	Sundaram Flexicap Fund Regular Growth
Others	10.36	3.18
Large Cap	54.28	73.83
Small Cap	16.43	13.97
Mid Cap	18.92	9.03

Sector Allocation

Scheme Name	DSP Flexi Cap Fund - Regular Plan - Growth	Sundaram Flexicap Fund Regular Growth
Others	1.68	2.29
Technology	10.15	9.13
Financial Services	40.36	29.44
Energy	4.29	5.03
Consumer Defensive	4.63	8.34
Basic Materials	8.2	6.06
Healthcare	8.59	7.17
Industrials	7.25	12.16
Consumer Cyclical	8.93	11.3
Communication Services	4.79	5.42
Utilities	1.02	3.64
Real Estate	0.11	-

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