Sundaram Flexicap Fund Regular Growth vs HDFC Flexi Cap Fund compare

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)	₹96295 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

Trailing Lumpsum Returns

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Sundaram Flexicap Fund Regular Growth
1 Month	-0.46%	-2.64%
6 Month	3.66%	-0.41%
1 Year	13.43%	8.54%
3 Year	21.96%	14.93%
5 Year	23.23%	-

SIP Return Analysis

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Sundaram Flexicap Fund Regular Growth
6 Month	1.51%	1.75%
1 Year	12.25%	11.89%
3 Year	17.39%	12.1%
5 Year	19.81%	-

Rolling Lumpsum Returns

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Sundaram Flexicap Fund Regular Growth
1 Year	19.4%	14.72%
3 Year	18.59%	14.7%
5 Year	16.64%	-

Risk Management

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%

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	15.55	3.18
Large Cap	73.11	73.83
Small Cap	8.25	13.97
Mid Cap	3.09	9.03

Sector Allocation

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Sundaram Flexicap Fund Regular Growth
Others	13.19	2.29
Technology	5.6	9.13
Consumer Cyclical	15.22	11.3
Industrials	4.76	12.16
Basic Materials	5.25	6.06
Financial Services	38.96	29.44
Healthcare	7.46	7.17
Real Estate	2.36	-
Energy	1.37	5.03
Communication Services	2.47	5.42
Utilities	2.5	3.64
Consumer Defensive	0.86	8.34

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