Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Sundaram Flexicap Fund Regular Growth vs HSBC Flexi Cap Fund compare

Link copied to clipboard!

tortoise-icon HSBC Flexi Cap Fund - Regular Growth

Invest Now

tortoise-icon Sundaram Flexicap Fund Regular Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name HSBC Flexi Cap Fund - Regular Growth Sundaram Flexicap Fund Regular Growth
Fund HSBC Flexi Cap Fund - Regular Growth Sundaram Flexicap Fund Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5169 Cr ₹2108 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 24 Feb 2004 06 Sep 2022
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 27% 42%
Expense Ratio 1.93 2
Manager Venugopal Manghat Dwijendra Srivastava
ISIN Code INF336L01AF5 INF903JA1LB8
Exits Load HSBC 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 HSBC Flexi Cap Fund - Regular Growth Sundaram Flexicap Fund Regular Growth
1 Month 2.04% 2.6%
6 Month 6.35% 8.29%
1 Year 3.13% 5.48%
3 Year 23.85% -
5 Year 23.34% -

SIP Return Analysis

Scheme Name HSBC Flexi Cap Fund - Regular Growth Sundaram Flexicap Fund Regular Growth
6 Month 9.93% 7.86%
1 Year 10.36% 10.87%
3 Year 20.6% -
5 Year 19.09% -

Rolling Lumpsum Returns

Scheme Name HSBC Flexi Cap Fund - Regular Growth Sundaram Flexicap Fund Regular Growth
1 Year 15.33% 23.46%
3 Year 13.05% -
5 Year 13.9% -

Risk Management

Scheme Name HSBC Flexi Cap Fund - Regular Growth Sundaram Flexicap Fund Regular Growth
Standard Deviation 14.72% -
Sharp 1.17% -
Beta 1.00% -
Alpha 3.02% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name HSBC Flexi Cap Fund - Regular Growth Sundaram Flexicap Fund Regular Growth
Name Venugopal Manghat Dwijendra Srivastava
Total AUM ₹41442 Cr ₹14140 Cr
Funds Managed 7 14
HSBC Flexi Cap Fund - Regular Growth Sundaram Flexicap Fund Regular Growth

Market Cap

Scheme Name

HSBC Flexi Cap Fund - Regular Growth

Sundaram Flexicap Fund Regular Growth

Others 6.16 4.2
Large Cap 52.92 68.95
Small Cap 22.26 13.2
Mid Cap 18.66 13.65

Sector Allocation

Scheme Name

HSBC Flexi Cap Fund - Regular Growth

Sundaram Flexicap Fund Regular Growth

Others 2.27 3.26
Energy 4.55 6
Industrials 14.3 11.81
Technology 11.45 6.32
Consumer Cyclical 13.53 11.18
Consumer Defensive 5.36 7.14
Basic Materials 8.41 7.6
Financial Services 27.84 33.25
Healthcare 4.98 7.06
Real Estate 2.1 -
Utilities 2.13 1.87
Communication Services 3.09 4.53

Top Comparisons

Kotak Large Cap Fund - Growth Kotak Large Cap Fund - Growth

3Y Returns18.56%

VS

SBI Large Cap Fund-Regular Plan Growth SBI Large Cap Fund-Regular Plan Growth

3Y Returns17.69%

Compare Now

SBI Magnum Gilt Fund - Regular Plan - Growth SBI Magnum Gilt Fund - Regular Plan - Growth

3Y Returns8.26%

VS

Baroda BNP Paribas GILT FUND - Regular Plan - Growth Option Baroda BNP Paribas GILT FUND - Regular Plan - Growth Option

3Y Returns8.5%

Compare Now

HDFC Credit Risk Debt Fund - Growth Option HDFC Credit Risk Debt Fund - Growth Option

3Y Returns7.59%

VS

Axis Credit Risk Fund - Regular Plan - Growth Axis Credit Risk Fund - Regular Plan - Growth

3Y Returns7.65%

Compare Now

Aditya Birla Sun Life Income Fund - Growth - Regular Plan Aditya Birla Sun Life Income Fund - Growth - Regular Plan

3Y Returns7.5%

VS

Canara Robeco Income Fund - Regular Plan - Growth Option Canara Robeco Income Fund - Regular Plan - Growth Option

3Y Returns6.52%

Compare Now
Add to Cart Successfully