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) | ₹75784 Cr | ₹2055 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 | 2.89% | 3.12% |
6 Month | 6.08% | 2.89% |
1 Year | 8.85% | 6.65% |
3 Year | 27.28% | - |
5 Year | 29.44% | - |
SIP Return Analysis
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Sundaram Flexicap Fund Regular Growth |
---|---|---|
6 Month | 8.34% | 8.92% |
1 Year | 14.8% | 12.29% |
3 Year | 23.17% | - |
5 Year | 24.34% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Sundaram Flexicap Fund Regular Growth |
---|---|---|
1 Year | 18.37% | 23.46% |
3 Year | 19% | - |
5 Year | 18.79% | - |
Risk Management
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Sundaram Flexicap Fund Regular Growth |
---|---|---|
Standard Deviation | 12.40% | - |
Sharp | 1.35% | - |
Beta | 0.83% | - |
Alpha | 7.32% | - |
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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 | 13.33 | 4.2 |
Large Cap | 73.37 | 68.95 |
Mid Cap | 3.4 | 13.65 |
Small Cap | 9.89 | 13.2 |
Sector Allocation
Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Sundaram Flexicap Fund Regular Growth |
---|---|---|
Others | 10.55 | 3.26 |
Communication Services | 3.18 | 4.53 |
Energy | 0.98 | 6 |
Technology | 4.79 | 6.32 |
Consumer Cyclical | 15.98 | 11.18 |
Industrials | 5.14 | 11.81 |
Basic Materials | 5.04 | 7.6 |
Financial Services | 39.72 | 33.25 |
Real Estate | 2.89 | - |
Healthcare | 8.79 | 7.06 |
Consumer Defensive | 1.1 | 7.14 |
Utilities | 1.84 | 1.87 |
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