Sundaram Flexicap Fund Regular Growth vs HDFC Flexi Cap Fund compare

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HDFC Flexi Cap Fund - Growth Plan

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Sundaram Flexicap Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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	₹2128 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

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Sundaram Flexicap Fund Regular Growth
1 Month	0.3%	-0.97%
6 Month	3.51%	-0.18%
1 Year	12.11%	6.37%
3 Year	21.23%	14.18%
5 Year	22.56%	-

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Sundaram Flexicap Fund Regular Growth
6 Month	1.97%	0.38%
1 Year	12.76%	8.19%
3 Year	17.83%	11.13%
5 Year	19.93%	-

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Sundaram Flexicap Fund Regular Growth
1 Year	19.42%	14.99%
3 Year	18.58%	14.77%
5 Year	16.64%	-

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Sundaram Flexicap Fund Regular Growth
Standard Deviation	10.30%	11.38%
Sharp	1.33%	0.73%
Beta	0.78%	0.85%
Alpha	6.27%	0.08%

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

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Sundaram Flexicap Fund Regular Growth
Others	13.81	2.06
Large Cap	74.2	74.95
Small Cap	8.73	13
Mid Cap	3.26	10.01

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Sundaram Flexicap Fund Regular Growth
Others	11.32	2.06
Technology	5.37	-
Consumer Cyclical	15.16	-
Industrials	5.03	-
Basic Materials	5.2	-
Financial Services	40.05	-
Healthcare	7.87	-
Real Estate	2.49	-
Energy	1.42	-
Communication Services	2.61	-
Utilities	2.61	-
Consumer Defensive	0.88	-
Petroleum Products	-	4.97
IT - Software	-	8.91
Retailing	-	2.77
IT - Services	-	0.94
Construction	-	3.6
Diversified FMCG	-	3.63
Banks	-	28.9
Pharmaceuticals & Biotechnology	-	4.94
Healthcare Services	-	1.73
Aerospace & Defense	-	0.95
Industrial Manufacturing	-	0.58
Cement & Cement Products	-	3.59
Automobiles	-	5.78
Finance	-	0.99
Gas	-	1.23
Industrial Products	-	2.87
Transport Services	-	2.44
Agricultural Food & other Products	-	1.05
Electrical Equipment	-	1.14
Beverages	-	2.58
Chemicals & Petrochemicals	-	0.76
Telecom - Services	-	4.34
Personal Products	-	1.27
Fertilizers & Agrochemicals	-	1.28
Consumer Durables	-	0.95
Power	-	2.4
Leisure Services	-	2.38
Auto Components	-	0.99