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) | ₹2802 Cr | ₹2108 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 | -2.87% | -0.83% |
6 Month | 6.58% | 9.01% |
1 Year | -1.63% | 3.53% |
3 Year | 18.78% | - |
5 Year | 22.22% | - |
SIP Return Analysis
Scheme Name | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option | Sundaram Flexicap Fund Regular Growth |
---|---|---|
6 Month | 4.64% | 6% |
1 Year | 3.38% | 9.41% |
3 Year | 17.81% | - |
5 Year | 18.02% | - |
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 | 14.09% | - |
Sharp | 1.13% | - |
Beta | 0.98% | - |
Alpha | 2.02% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 9.25 | 8.5 |
Large Cap | 60.56 | 67.98 |
Small Cap | 7.8 | 11.52 |
Mid Cap | 22.4 | 11.99 |
Sector Allocation
Scheme Name |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
Sundaram Flexicap Fund Regular Growth |
---|---|---|
Others | 2.83 | 7.55 |
Energy | 5.48 | 5.42 |
Industrials | 11.63 | 11.75 |
Technology | 12.01 | 4.87 |
Consumer Defensive | 5.92 | 7.32 |
Basic Materials | 5.54 | 6.16 |
Consumer Cyclical | 11.47 | 10.82 |
Healthcare | 7.8 | 7.04 |
Financial Services | 28.77 | 32.06 |
Utilities | 2.84 | 2.23 |
Real Estate | 2.19 | - |
Communication Services | 3.53 | 4.78 |
Top Comparisons
HDFC Focused Fund - GROWTH PLAN
3Y Returns23.66%
360 ONE Focused Fund Regular-Growth
3Y Returns17.93%
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth
3Y Returns19.32%
HSBC Multi Asset Active FOF - Growth
3Y Returns14.62%
Tata Nifty Financial Services Index Fund-Reg (G)
3Y Returns0%
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)
3Y Returns0%
ITI Banking and PSU Fund Regular - Growth
3Y Returns7.04%
Franklin India Banking & PSU Debt Fund - Growth
3Y Returns7.33%