Sundaram Flexicap Fund Regular Growth vs Edelweiss Flexi Cap Fund compare

Sundaram Flexicap Fund Regular Growth vs Edelweiss Flexi Cap Fund compare

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Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

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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	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option	Sundaram Flexicap Fund Regular Growth
Fund	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option	Sundaram Flexicap Fund Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3006 Cr	₹2149 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	03 Feb 2015	06 Sep 2022
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	49%	42%
Expense Ratio	1.96	2
Manager	Trideep Bhattacharya	Dwijendra Srivastava
ISIN Code	INF843K01KN5	INF903JA1LB8
Exits Load	Edelweiss Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option	Sundaram Flexicap Fund Regular Growth
1 Month	-0.78%	-0.83%
6 Month	4.38%	3.97%
1 Year	0.69%	3.61%
3 Year	18.26%	14.17%
5 Year	18.21%	-

SIP Return Analysis

Scheme Name	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option	Sundaram Flexicap Fund Regular Growth
6 Month	2.94%	2.1%
1 Year	16.07%	14.41%
3 Year	16.28%	13.34%
5 Year	16.39%	-

Rolling Lumpsum Returns

Scheme Name	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option	Sundaram Flexicap Fund Regular Growth
1 Year	11.73%	18.27%
3 Year	15.58%	14.18%
5 Year	15.23%	-

Risk Management

Scheme Name	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option	Sundaram Flexicap Fund Regular Growth
Standard Deviation	13.34%	11.56%
Sharp	0.82%	0.65%
Beta	0.99%	0.85%
Alpha	2.43%	0.11%

Fund Managers

Scheme Name	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option	Sundaram Flexicap Fund Regular Growth
Name	Trideep Bhattacharya	Dwijendra Srivastava
Total AUM	₹0 Cr	₹14140 Cr
Funds Managed	9	14
	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option	Sundaram Flexicap Fund Regular Growth

Market Cap

Scheme Name	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option	Sundaram Flexicap Fund Regular Growth
Others	8.28	2.8
Large Cap	56.87	75.32
Mid Cap	26.59	9.65
Small Cap	8.25	12.23

Sector Allocation

Scheme Name	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option	Sundaram Flexicap Fund Regular Growth
Others	1.91	2.06
Energy	4.93	4.97
Industrials	10.94	12.57
Technology	11.8	8.91
Consumer Defensive	5.89	8.53
Consumer Cyclical	12.62	11.87
Basic Materials	6.49	5.62
Healthcare	6.9	6.68
Financial Services	31.92	29.88
Real Estate	1.72	-
Communication Services	2.55	5.28
Utilities	2.33	3.63

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