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) | ₹1716 Cr | ₹1716 Cr | ₹2064 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 | 0.91% | 0.91% | 0.94% |
| 6 Month | 16.15% | 16.15% | 6.22% |
| 1 Year | 0.79% | 0.79% | 4.93% |
| 3 Year | 15.19% | 15.19% | 13.96% |
| 5 Year | 15.44% | 15.44% | - |
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 | 5.03% | 5.03% | 1.72% |
| 1 Year | 17.99% | 17.99% | 11.4% |
| 3 Year | 13.77% | 13.77% | 12.99% |
| 5 Year | 13.31% | 13.31% | - |
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 | 10.21% | 10.21% | 18.27% |
| 3 Year | 9.84% | 9.84% | 14.18% |
| 5 Year | 10.16% | 10.16% | - |
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% | 11.58% |
| Sharp | 0.64% | 0.64% | 0.67% |
| Beta | 0.96% | 0.96% | 0.85% |
| Alpha | -1.25% | -1.25% | -0.26% |
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 | 9.03 | 9.03 | 4.79 |
| Mid Cap | 22.04 | 22.04 | 9.78 |
| Large Cap | 31.48 | 31.48 | 73.91 |
| Small Cap | 37.45 | 37.45 | 11.52 |
Sector Allocation
| Scheme Name |
LIC MF Flexi Cap Fund-Growth |
LIC MF Flexi Cap Fund-Regular Plan-Growth |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|---|
| Others | 5.3 | 5.3 | 4.79 |
| Financial Services | 27.8 | 27.8 | 30.46 |
| Technology | 10.83 | 10.83 | 5.37 |
| Healthcare | 10 | 10 | 6.88 |
| Industrials | 19.21 | 19.21 | 12.4 |
| Consumer Defensive | 6.18 | 6.18 | 8.64 |
| Basic Materials | 5.05 | 5.05 | 5.99 |
| Consumer Cyclical | 10.81 | 10.81 | 11.65 |
| Communication Services | 2.61 | 2.61 | 4.96 |
| Utilities | 0 | 0 | 3.77 |
| Real Estate | 2.21 | 2.21 | - |
| Energy | - | - | 5.09 |
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