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Sundaram Flexicap Fund Regular Growth vs LIC MF Flexi Cap Fund compare

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tortoise-icon LIC MF Flexi Cap Fund-Growth

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tortoise-icon LIC MF Flexi Cap Fund-Regular Plan-Growth

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tortoise-icon 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 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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