Sundaram Flexicap Fund Regular Growth vs Parag Parikh Flexi Cap Fund Regular compare
Parag Parikh Flexi Cap Fund Regular-Growth
Sundaram Flexicap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Parag Parikh Flexi Cap Fund Regular-Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Fund | Parag Parikh Flexi Cap Fund Regular-Growth | Sundaram Flexicap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹129783 Cr | ₹2149 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 24 May 2013 | 06 Sep 2022 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | % | 42% |
| Expense Ratio | 1.33 | 2 |
| Manager | Rajeev Thakkar | Dwijendra Srivastava |
| ISIN Code | INF879O01019 | INF903JA1LB8 |
| Exits Load | Parag Parikh Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% 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 | Parag Parikh Flexi Cap Fund Regular-Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 1 Month | 0.51% | 0.5% |
| 6 Month | 3.51% | 4.74% |
| 1 Year | 8.56% | 7.73% |
| 3 Year | 21.79% | 15.25% |
| 5 Year | 20.42% | - |
SIP Return Analysis
| Scheme Name | Parag Parikh Flexi Cap Fund Regular-Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 6 Month | 0.43% | 0.58% |
| 1 Year | 8.26% | 10.42% |
| 3 Year | 16.24% | 12.85% |
| 5 Year | 17.14% | - |
Rolling Lumpsum Returns
| Scheme Name | Parag Parikh Flexi Cap Fund Regular-Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 1 Year | 17.37% | 18.27% |
| 3 Year | 18.71% | 14.18% |
| 5 Year | 18.54% | - |
Risk Management
| Scheme Name | Parag Parikh Flexi Cap Fund Regular-Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 8.41% | 11.56% |
| Sharp | 1.55% | 0.65% |
| Beta | 0.57% | 0.85% |
| Alpha | 8.12% | 0.11% |
Fund Managers
| Scheme Name | Parag Parikh Flexi Cap Fund Regular-Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Name | Rajeev Thakkar | Dwijendra Srivastava |
| Total AUM | ₹0 Cr | ₹14140 Cr |
| Funds Managed | 5 | 14 |
| Parag Parikh Flexi Cap Fund Regular-Growth | Sundaram Flexicap Fund Regular Growth |
Market Cap
| Scheme Name |
Parag Parikh Flexi Cap Fund Regular-Growth |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Others | 34.3 | 2.8 |
| Large Cap | 61.89 | 75.32 |
| Small Cap | 2.82 | 12.23 |
| Mid Cap | 0.99 | 9.65 |
Sector Allocation
| Scheme Name |
Parag Parikh Flexi Cap Fund Regular-Growth |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Others | 21.02 | 2.06 |
| Energy | 5.53 | 4.97 |
| Technology | 7.79 | 8.91 |
| Healthcare | 4.27 | 6.68 |
| Consumer Defensive | 5.32 | 8.53 |
| Industrials | 0.28 | 12.57 |
| Basic Materials | 0.77 | 5.62 |
| Financial Services | 27.78 | 29.88 |
| Real Estate | 0.77 | - |
| Consumer Cyclical | 10.24 | 11.87 |
| Communication Services | 10.26 | 5.28 |
| Utilities | 5.96 | 3.63 |
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