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Sundaram Flexicap Fund Regular Growth vs Edelweiss Flexi Cap Fund compare
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Sundaram Flexicap Fund Regular Growth
Chart Comparison
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) | ₹2842 Cr | ₹2064 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 | 3.67% | 2.7% |
| 6 Month | 8.65% | 7.75% |
| 1 Year | 3.58% | 5.82% |
| 3 Year | 18.26% | 14.49% |
| 5 Year | 21.94% | - |
SIP Return Analysis
| Scheme Name | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 6 Month | 0.58% | 0.23% |
| 1 Year | 6.99% | 7.75% |
| 3 Year | 14.51% | 11.94% |
| 5 Year | 15.58% | - |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 1 Year | 12.27% | 18.27% |
| 3 Year | 15.42% | 14.18% |
| 5 Year | 15.05% | - |
Risk Management
| Scheme Name | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 13.35% | 11.61% |
| Sharp | 0.84% | 0.68% |
| Beta | 0.99% | 0.85% |
| Alpha | 2.04% | -0.10% |
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 | 7.72 | 4.79 |
| Large Cap | 58.36 | 73.91 |
| Mid Cap | 25.03 | 9.78 |
| Small Cap | 8.9 | 11.52 |
Sector Allocation
| Scheme Name |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Others | 3.01 | 4.79 |
| Energy | 4.36 | 5.09 |
| Industrials | 11.49 | 12.4 |
| Technology | 10.37 | 5.37 |
| Consumer Defensive | 6.51 | 8.64 |
| Consumer Cyclical | 14.09 | 11.65 |
| Healthcare | 7.34 | 6.88 |
| Financial Services | 29.41 | 30.46 |
| Basic Materials | 6.18 | 5.99 |
| Utilities | 2.84 | 3.77 |
| Real Estate | 1.93 | - |
| Communication Services | 2.46 | 4.96 |
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