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) | ₹115040 Cr | ₹2069 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 | 2.42% | 2.25% |
6 Month | 12.46% | 16.35% |
1 Year | 7.82% | 0.99% |
3 Year | 21.32% | 15.17% |
5 Year | 22.64% | - |
SIP Return Analysis
Scheme Name | Parag Parikh Flexi Cap Fund Regular-Growth | Sundaram Flexicap Fund Regular Growth |
---|---|---|
6 Month | 3.8% | 3.64% |
1 Year | 12.17% | 11.21% |
3 Year | 19.77% | 14.17% |
5 Year | 19.03% | - |
Rolling Lumpsum Returns
Scheme Name | Parag Parikh Flexi Cap Fund Regular-Growth | Sundaram Flexicap Fund Regular Growth |
---|---|---|
1 Year | 17.67% | 21.77% |
3 Year | 18.2% | - |
5 Year | 18.13% | - |
Risk Management
Scheme Name | Parag Parikh Flexi Cap Fund Regular-Growth | Sundaram Flexicap Fund Regular Growth |
---|---|---|
Standard Deviation | 8.90% | - |
Sharp | 1.40% | - |
Beta | 0.59% | - |
Alpha | 7.74% | - |
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 | 34.6 | 7.43 |
Large Cap | 60.91 | 69.3 |
Small Cap | 3.52 | 12.29 |
Mid Cap | 0.97 | 10.98 |
Sector Allocation
Scheme Name |
Parag Parikh Flexi Cap Fund Regular-Growth |
Sundaram Flexicap Fund Regular Growth |
---|---|---|
Others | 22.14 | 7.43 |
Energy | 6.04 | 4.97 |
Technology | 6.56 | 4.53 |
Healthcare | 4.21 | 7.73 |
Industrials | 0.16 | 12.78 |
Basic Materials | 0.6 | 5.98 |
Financial Services | 27.96 | 28.88 |
Consumer Defensive | 5.44 | 9.03 |
Real Estate | 0.61 | - |
Consumer Cyclical | 10.43 | 11.32 |
Communication Services | 9.91 | 3.96 |
Utilities | 5.95 | 3.39 |
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