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Sundaram Flexicap Fund Regular Growth vs DSP Flexi Cap Fund compare

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tortoise-icon DSP Flexi Cap Fund - Regular Plan - Growth

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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 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) ₹11911 Cr ₹2064 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 2.21% 2.5%
6 Month 7.25% 7.52%
1 Year 2.88% 6.73%
3 Year 17.3% 14.49%
5 Year 19.41% -

SIP Return Analysis

Scheme Name DSP Flexi Cap Fund - Regular Plan - Growth Sundaram Flexicap Fund Regular Growth
6 Month 2.82% 3.4%
1 Year 11.49% 13.97%
3 Year 15.15% 14.14%
5 Year 14.86% -

Rolling Lumpsum Returns

Scheme Name DSP Flexi Cap Fund - Regular Plan - Growth Sundaram Flexicap Fund Regular Growth
1 Year 11.55% 18.27%
3 Year 14.5% 14.18%
5 Year 14.73% -

Risk Management

Scheme Name DSP Flexi Cap Fund - Regular Plan - Growth Sundaram Flexicap Fund Regular Growth
Standard Deviation 13.45% 11.58%
Sharp 0.85% 0.67%
Beta 0.93% 0.85%
Alpha 1.25% -0.26%

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

Large Cap 60.19 73.91
Small Cap 17.48 11.52
Mid Cap 22.33 9.78
Others - 4.79

Sector Allocation

Scheme Name

DSP Flexi Cap Fund - Regular Plan - Growth

Sundaram Flexicap Fund Regular Growth

Others 1.24 4.79
IT - Software 8.34 -
Capital Markets 1.46 -
Finance 15.47 -
Petroleum Products 2.11 -
Diversified FMCG 1.6 -
Non - Ferrous Metals 0.78 -
Pharmaceuticals & Biotechnology 7.69 -
Banks 20.25 -
Electrical Equipment 2.2 -
Chemicals & Petrochemicals 2.1 -
Consumer Durables 4.74 -
Automobiles 1.86 -
Telecom - Services 3.29 -
Gas 1.08 -
Industrial Products 4.46 -
Insurance 3.96 -
Retailing 2 -
Realty 0.1 -
Oil 0.93 -
Construction 1.7 -
Healthcare Services 2.23 -
Auto Components 5.2 -
Personal Products 0.4 -
Fertilizers & Agrochemicals 0.07 -
Cement & Cement Products 1.69 -
Textiles & Apparels 0.67 -
Beverages 2.38 -
Energy - 5.09
Technology - 5.37
Consumer Cyclical - 11.65
Communication Services - 4.96
Industrials - 12.4
Consumer Defensive - 8.64
Financial Services - 30.46
Healthcare - 6.88
Basic Materials - 5.99
Utilities - 3.77

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