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) | ₹119723 Cr | ₹2064 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 | 1.23% | 2.5% |
| 6 Month | 6.3% | 7.52% |
| 1 Year | 8.68% | 6.73% |
| 3 Year | 21.65% | 14.49% |
| 5 Year | 22.29% | - |
SIP Return Analysis
| Scheme Name | Parag Parikh Flexi Cap Fund Regular-Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 6 Month | 2.87% | 3.4% |
| 1 Year | 12.22% | 13.97% |
| 3 Year | 18.34% | 14.14% |
| 5 Year | 18.22% | - |
Rolling Lumpsum Returns
| Scheme Name | Parag Parikh Flexi Cap Fund Regular-Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 1 Year | 17.56% | 18.27% |
| 3 Year | 18.44% | 14.18% |
| 5 Year | 18.24% | - |
Risk Management
| Scheme Name | Parag Parikh Flexi Cap Fund Regular-Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 8.40% | 11.58% |
| Sharp | 1.57% | 0.67% |
| Beta | 0.56% | 0.85% |
| Alpha | 7.86% | -0.26% |
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 | 35.58 | 4.79 |
| Large Cap | 60.6 | 73.91 |
| Small Cap | 2.78 | 11.52 |
| Mid Cap | 1.04 | 9.78 |
Sector Allocation
| Scheme Name |
Parag Parikh Flexi Cap Fund Regular-Growth |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Others | 22.17 | 4.79 |
| Energy | 6.04 | 5.09 |
| Technology | 6.24 | 5.37 |
| Healthcare | 4.13 | 6.88 |
| Consumer Defensive | 5.49 | 8.64 |
| Industrials | 0.18 | 12.4 |
| Basic Materials | 0.7 | 5.99 |
| Financial Services | 28 | 30.46 |
| Real Estate | 0.72 | - |
| Consumer Cyclical | 10.31 | 11.65 |
| Communication Services | 9.96 | 4.96 |
| Utilities | 6.05 | 3.77 |
Top Comparisons
UTI Low Duration Fund- Discontinued Growth Option
3Y Returns7.18%
UTI Low Duration Fund - Regular Plan - Growth Option
3Y Returns7.5%
HDFC Equity Savings Fund - GROWTH PLAN
3Y Returns10.16%
HSBC Equity Savings Fund - Regular Growth
3Y Returns13.55%
SBI Midcap Fund - Regular Plan - Growth
3Y Returns15.67%
PGIM India Midcap Fund - Regular Plan - Growth Option
3Y Returns13.27%
ICICI Prudential Focused Equity Fund - Growth
3Y Returns22.06%
Nippon India Focused Fund - Growth Plan -Growth Option
3Y Returns14.38%