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Sundaram Flexicap Fund Regular Growth vs HDFC Flexi Cap Fund compare

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tortoise-icon HDFC Flexi Cap Fund - Growth Plan

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tortoise-icon 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) ₹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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