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) | ₹113281 Cr | ₹2087 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 | -0.94% | -1.04% |
6 Month | 8.73% | 14.5% |
1 Year | 5.65% | 0.03% |
3 Year | 20.62% | - |
5 Year | 21.42% | - |
SIP Return Analysis
Scheme Name | Parag Parikh Flexi Cap Fund Regular-Growth | Sundaram Flexicap Fund Regular Growth |
---|---|---|
6 Month | 1.6% | 2.12% |
1 Year | 6.6% | 6.8% |
3 Year | 18.63% | - |
5 Year | 18.57% | - |
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 | 8.76% | - |
Sharp | 1.56% | - |
Beta | 0.57% | - |
Alpha | 7.86% | - |
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 | 33.71 | 9.83 |
Large Cap | 61.79 | 68.68 |
Small Cap | 3.32 | 11.17 |
Mid Cap | 1.18 | 10.31 |
Sector Allocation
Scheme Name |
Parag Parikh Flexi Cap Fund Regular-Growth |
Sundaram Flexicap Fund Regular Growth |
---|---|---|
Others | 21.16 | 8.93 |
Energy | 6.18 | 5.09 |
Utilities | 5.99 | 2.91 |
Technology | 6.85 | 3.81 |
Healthcare | 4.32 | 6.87 |
Industrials | 0.19 | 12.86 |
Basic Materials | 0.61 | 5.92 |
Financial Services | 28.42 | 30.38 |
Consumer Defensive | 5.29 | 8.66 |
Real Estate | 0.54 | - |
Consumer Cyclical | 10.55 | 9.98 |
Communication Services | 9.91 | 4.6 |
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