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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) | ₹94069 Cr | ₹2149 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 | -1.2% | -0.74% |
| 6 Month | 5.53% | 4.84% |
| 1 Year | 9.5% | 5.02% |
| 3 Year | 20.68% | 14.12% |
| 5 Year | 23.65% | - |
SIP Return Analysis
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 6 Month | 2.78% | 2.1% |
| 1 Year | 16.55% | 14.41% |
| 3 Year | 19.5% | 13.34% |
| 5 Year | 20.89% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 1 Year | 19.47% | 18.27% |
| 3 Year | 18.54% | 14.18% |
| 5 Year | 16.62% | - |
Risk Management
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 10.52% | 11.56% |
| Sharp | 1.24% | 0.65% |
| Beta | 0.78% | 0.85% |
| Alpha | 6.27% | 0.11% |
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 | 13.81 | 2.8 |
| Large Cap | 74.2 | 75.32 |
| Small Cap | 8.73 | 12.23 |
| Mid Cap | 3.26 | 9.65 |
Sector Allocation
| Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Others | 11.32 | 2.06 |
| Technology | 5.37 | 8.91 |
| Consumer Cyclical | 15.16 | 11.87 |
| Industrials | 5.03 | 12.57 |
| Basic Materials | 5.2 | 5.62 |
| Financial Services | 40.05 | 29.88 |
| Healthcare | 7.87 | 6.68 |
| Real Estate | 2.49 | - |
| Energy | 1.42 | 4.97 |
| Communication Services | 2.61 | 5.28 |
| Utilities | 2.61 | 3.63 |
| Consumer Defensive | 0.88 | 8.53 |
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