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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) | ₹2777 Cr | ₹2069 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 | 2.57% | 0.8% |
| 6 Month | 15.7% | 15.2% |
| 1 Year | -2.94% | -0.41% |
| 3 Year | 17.23% | 14.31% |
| 5 Year | 21.36% | - |
SIP Return Analysis
| Scheme Name | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 6 Month | 4.3% | 3.64% |
| 1 Year | 9.97% | 11.21% |
| 3 Year | 17.38% | 14.17% |
| 5 Year | 17.26% | - |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 1 Year | 12.79% | 21.77% |
| 3 Year | 15.26% | - |
| 5 Year | 14.89% | - |
Risk Management
| Scheme Name | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 13.56% | - |
| Sharp | 0.74% | - |
| Beta | 0.98% | - |
| Alpha | 2.34% | - |
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 | 7.31 | 9.83 |
| Large Cap | 61.51 | 68.68 |
| Small Cap | 8.13 | 11.17 |
| Mid Cap | 23.05 | 10.31 |
Sector Allocation
| Scheme Name |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Others | 2.1 | 8.93 |
| Energy | 5.21 | 5.09 |
| Industrials | 11.72 | 12.86 |
| Technology | 11.3 | 3.81 |
| Consumer Defensive | 6.11 | 8.66 |
| Consumer Cyclical | 12.48 | 9.98 |
| Basic Materials | 5.8 | 5.92 |
| Healthcare | 7.95 | 6.87 |
| Financial Services | 29.86 | 30.38 |
| Utilities | 2.87 | 2.91 |
| Real Estate | 2.03 | - |
| Communication Services | 2.57 | 4.6 |
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