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) | ₹103868 Cr | ₹2055 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 | 3.28% | 3.12% |
6 Month | 4.12% | 2.89% |
1 Year | 10.25% | 6.65% |
3 Year | 24.43% | - |
5 Year | 25.24% | - |
SIP Return Analysis
Scheme Name | Parag Parikh Flexi Cap Fund Regular-Growth | Sundaram Flexicap Fund Regular Growth |
---|---|---|
6 Month | 7.02% | 8.92% |
1 Year | 14.28% | 12.29% |
3 Year | 21.83% | - |
5 Year | 20.53% | - |
Rolling Lumpsum Returns
Scheme Name | Parag Parikh Flexi Cap Fund Regular-Growth | Sundaram Flexicap Fund Regular Growth |
---|---|---|
1 Year | 18% | 23.46% |
3 Year | 17.87% | - |
5 Year | 17.94% | - |
Risk Management
Scheme Name | Parag Parikh Flexi Cap Fund Regular-Growth | Sundaram Flexicap Fund Regular Growth |
---|---|---|
Standard Deviation | 10.00% | - |
Sharp | 1.32% | - |
Beta | 0.61% | - |
Alpha | 6.24% | - |
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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 | 32.74 | 4.2 |
Large Cap | 62.7 | 68.95 |
Small Cap | 2.76 | 13.2 |
Mid Cap | 1.8 | 13.65 |
Sector Allocation
Scheme Name |
Parag Parikh Flexi Cap Fund Regular-Growth |
Sundaram Flexicap Fund Regular Growth |
---|---|---|
Others | 21.46 | 3.26 |
Energy | 6.93 | 6 |
Utilities | 5.9 | 1.87 |
Technology | 7.28 | 6.32 |
Healthcare | 4.47 | 7.06 |
Industrials | 0.22 | 11.81 |
Basic Materials | 0.51 | 7.6 |
Financial Services | 29.78 | 33.25 |
Consumer Defensive | 4.47 | 7.14 |
Real Estate | 0.4 | - |
Consumer Cyclical | 10.65 | 11.18 |
Communication Services | 7.93 | 4.53 |
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