Sundaram Flexicap Fund Regular Growth vs LIC MF Flexi Cap Fund compare
LIC MF Flexi Cap Fund-Growth
LIC MF Flexi Cap Fund-Regular Plan-Growth
Sundaram Flexicap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth | Sundaram Flexicap Fund Regular Growth |
---|---|---|---|
Fund | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth | Sundaram Flexicap Fund Regular Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹1650 Cr | ₹1650 Cr | ₹2069 Cr |
Min Investment | ₹5000 | ₹5000 | ₹100 |
Min SIP Invesment | ₹1000 | ₹1000 | ₹100 |
Min Addl Investment | ₹500 | ₹500 | ₹100 |
Launch Date | 13 Jan 1993 | 13 Jan 1993 | 06 Sep 2022 |
Category | Flexi Cap | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | % | 109% | 42% |
Expense Ratio | 2.31 | 2.31 | 2 |
Manager | Jaiprakash Toshniwal | Jaiprakash Toshniwal | Dwijendra Srivastava |
ISIN Code | INF767K01071 | INF767K01071 | INF903JA1LB8 |
Exits Load | LIC MF Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth | Sundaram Flexicap Fund Regular Growth |
---|---|---|---|
1 Month | 6.23% | 6.23% | 1.75% |
6 Month | 22.88% | 22.88% | 16.28% |
1 Year | -4.14% | -4.14% | 0.33% |
3 Year | 15.32% | 15.32% | 15% |
5 Year | 16.44% | 16.44% | - |
SIP Return Analysis
Scheme Name | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth | Sundaram Flexicap Fund Regular Growth |
---|---|---|---|
6 Month | 8.04% | 8.04% | 3.64% |
1 Year | 14.59% | 14.59% | 11.21% |
3 Year | 14.48% | 14.48% | 14.17% |
5 Year | 13.77% | 13.77% | - |
Rolling Lumpsum Returns
Scheme Name | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth | Sundaram Flexicap Fund Regular Growth |
---|---|---|---|
1 Year | 10.34% | 10.34% | 21.77% |
3 Year | 9.75% | 9.75% | - |
5 Year | 10.11% | 10.11% | - |
Risk Management
Scheme Name | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth | Sundaram Flexicap Fund Regular Growth |
---|---|---|---|
Standard Deviation | 11.99% | 11.99% | - |
Sharp | 0.57% | 0.57% | - |
Beta | 0.95% | 0.95% | - |
Alpha | -0.9% | -0.9% | - |
Fund Managers
Scheme Name | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth | Sundaram Flexicap Fund Regular Growth |
---|---|---|---|
Name | Jaiprakash Toshniwal | Jaiprakash Toshniwal | Dwijendra Srivastava |
Total AUM | ₹2153 Cr | ₹2153 Cr | ₹14140 Cr |
Funds Managed | 3 | 3 | 14 |
LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth | Sundaram Flexicap Fund Regular Growth |
Market Cap
Scheme Name |
LIC MF Flexi Cap Fund-Growth |
LIC MF Flexi Cap Fund-Regular Plan-Growth |
Sundaram Flexicap Fund Regular Growth |
---|---|---|---|
Others | 10.51 | 10.51 | 9.83 |
Large Cap | 29.56 | 29.56 | 68.68 |
Mid Cap | 16.96 | 16.96 | 10.31 |
Small Cap | 42.97 | 42.97 | 11.17 |
Sector Allocation
Scheme Name |
LIC MF Flexi Cap Fund-Growth |
LIC MF Flexi Cap Fund-Regular Plan-Growth |
Sundaram Flexicap Fund Regular Growth |
---|---|---|---|
Others | 7.66 | 7.66 | 8.93 |
Technology | 10.95 | 10.95 | 3.81 |
Consumer Defensive | 7.88 | 7.88 | 8.66 |
Industrials | 20.74 | 20.74 | 12.86 |
Financial Services | 19.77 | 19.77 | 30.38 |
Basic Materials | 5.97 | 5.97 | 5.92 |
Utilities | 3.81 | 3.81 | 2.91 |
Healthcare | 7.33 | 7.33 | 6.87 |
Consumer Cyclical | 11.77 | 11.77 | 9.98 |
Communication Services | 1.65 | 1.65 | 4.6 |
Real Estate | 2.46 | 2.46 | - |
Energy | - | - | 5.09 |
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