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Sundaram Flexicap Fund Regular Growth vs HDFC Flexi Cap Fund compare
HDFC Flexi Cap Fund - Growth Plan
Sundaram Flexicap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Fund | HDFC Flexi Cap Fund - Growth Plan | Sundaram Flexicap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹80642 Cr | ₹2087 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 01 Jan 1995 | 06 Sep 2022 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 42.17% | 42% |
| Expense Ratio | 1.42 | 2 |
| Manager | Dhruv Muchhal | Dwijendra Srivastava |
| ISIN Code | INF179K01608 | INF903JA1LB8 |
| Exits Load | HDFC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 | HDFC Flexi Cap Fund - Growth Plan | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 1 Month | -0.11% | -1.04% |
| 6 Month | 13.58% | 14.5% |
| 1 Year | 4.74% | 0.03% |
| 3 Year | 22.42% | - |
| 5 Year | 26.39% | - |
SIP Return Analysis
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 6 Month | 1.79% | 2.12% |
| 1 Year | 8.91% | 6.8% |
| 3 Year | 20.11% | - |
| 5 Year | 22.42% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 1 Year | 18.14% | 21.77% |
| 3 Year | 19.11% | - |
| 5 Year | 18.88% | - |
Risk Management
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 11.30% | - |
| Sharp | 1.36% | - |
| Beta | 0.81% | - |
| Alpha | 7.13% | - |
Fund Managers
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Name | Dhruv Muchhal | Dwijendra Srivastava |
| Total AUM | ₹520687 Cr | ₹14140 Cr |
| Funds Managed | 40 | 14 |
| HDFC Flexi Cap Fund - Growth Plan | Sundaram Flexicap Fund Regular Growth |
Market Cap
| Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Others | 11.84 | 9.83 |
| Large Cap | 74.89 | 68.68 |
| Mid Cap | 3.41 | 10.31 |
| Small Cap | 9.86 | 11.17 |
Sector Allocation
| Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Others | 9.03 | 8.93 |
| Communication Services | 2.93 | 4.6 |
| Energy | 0.93 | 5.09 |
| Technology | 4.85 | 3.81 |
| Consumer Cyclical | 16.85 | 9.98 |
| Industrials | 4.88 | 12.86 |
| Basic Materials | 5.94 | 5.92 |
| Financial Services | 40.06 | 30.38 |
| Real Estate | 2.69 | - |
| Healthcare | 9.05 | 6.87 |
| Utilities | 2.09 | 2.91 |
| Consumer Defensive | 0.71 | 8.66 |
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