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Sundaram Flexicap Fund Regular Growth vs Edelweiss Flexi Cap Fund compare

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tortoise-icon Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

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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 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) ₹2376 Cr ₹2123 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 2.12% 1.93%
6 Month -5.42% -2.39%
1 Year 3.89% 6.98%
3 Year 22.71% -
5 Year 24.71% -

SIP Return Analysis

Scheme Name Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Sundaram Flexicap Fund Regular Growth
6 Month 6.82% 6.66%
1 Year 2.92% 6.06%
3 Year 18.43% -
5 Year 18.43% -

Rolling Lumpsum Returns

Scheme Name Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Sundaram Flexicap Fund Regular Growth
1 Year 13.42% 23.46%
3 Year 15.07% -
5 Year 14.75% -

Risk Management

Scheme Name Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Sundaram Flexicap Fund Regular Growth
Standard Deviation 14.087% -
Sharp 0.669% -
Beta 0.982% -
Alpha 1.49% -

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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 4.82 2.95
Large Cap 64.14 71.33
Small Cap 9.1 12.64
Mid Cap 21.94 13.08

Sector Allocation

Scheme Name

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Sundaram Flexicap Fund Regular Growth

Others 3.68 3.46
Energy 3.64 5.61
Industrials 13.92 13.77
Technology 13.38 8.91
Consumer Defensive 5.24 6.69
Healthcare 7.13 7.21
Financial Services 29.79 31.92
Basic Materials 3.32 5.37
Consumer Cyclical 11.36 9.69
Utilities 3.55 1.44
Communication Services 3.41 5.94
Real Estate 1.58 -

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