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) | ₹1823 Cr | ₹1823 Cr | ₹2149 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹100 |
| Min SIP Invesment | ₹200 | ₹200 | ₹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 | 1.42% | 1.42% | 0.17% |
| 6 Month | 3.84% | 3.84% | 1.29% |
| 1 Year | 0.93% | 0.93% | 6.82% |
| 3 Year | 16.15% | 16.15% | 14.99% |
| 5 Year | 12.07% | 12.07% | - |
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 | 2.28% | 2.28% | 3.22% |
| 1 Year | 17.99% | 17.99% | 15.29% |
| 3 Year | 12.44% | 12.44% | 13.49% |
| 5 Year | 12.74% | 12.74% | - |
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 | 10.75% | 10.75% | 14.99% |
| 3 Year | 11.65% | 11.65% | 14.77% |
| 5 Year | 10.84% | 10.84% | - |
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% | 8.4% |
| Sharp | 0.73% | 0.73% | 0.8% |
| Beta | 0.99% | 0.99% | 0.85% |
| Alpha | -0.58% | -0.58% | -0.15% |
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 | 7.4 | 7.4 | 2.06 |
| Mid Cap | 23.4 | 23.4 | 10.01 |
| Large Cap | 31.74 | 31.74 | 74.95 |
| Small Cap | 37.46 | 37.46 | 13 |
Sector Allocation
| Scheme Name |
LIC MF Flexi Cap Fund-Growth |
LIC MF Flexi Cap Fund-Regular Plan-Growth |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|---|
| Others | 2.19 | 2.19 | 2.06 |
| Financial Services | 29.43 | 29.43 | - |
| Technology | 10.09 | 10.09 | - |
| Communication Services | 2.72 | 2.72 | - |
| Healthcare | 10.52 | 10.52 | - |
| Industrials | 19.1 | 19.1 | - |
| Consumer Defensive | 8.01 | 8.01 | - |
| Basic Materials | 6.22 | 6.22 | - |
| Consumer Cyclical | 8.59 | 8.59 | - |
| Real Estate | 3.14 | 3.14 | - |
| 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 |
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