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 | -0.11% | 0.46% |
| 6 Month | 2.59% | 2.88% |
| 1 Year | 8.42% | 7.85% |
| 3 Year | 22.68% | 15.53% |
| 5 Year | 19.69% | - |
SIP Return Analysis
| Scheme Name | Parag Parikh Flexi Cap Fund Regular-Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 6 Month | 1.76% | 3.22% |
| 1 Year | 10.6% | 15.29% |
| 3 Year | 16.13% | 13.49% |
| 5 Year | 17.04% | - |
Rolling Lumpsum Returns
| Scheme Name | Parag Parikh Flexi Cap Fund Regular-Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 1 Year | 17.32% | 18.27% |
| 3 Year | 18.74% | 14.18% |
| 5 Year | 18.58% | - |
Risk Management
| Scheme Name | Parag Parikh Flexi Cap Fund Regular-Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 11.09% | 8.4% |
| Sharp | 1.64% | 0.72% |
| Beta | 0.57% | 0.85% |
| Alpha | 8.23% | -0.14% |
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 | 33.32 | 2.06 |
| Large Cap | 62.27 | 74.95 |
| Small Cap | 2.63 | 13 |
| Mid Cap | 1.88 | 10.01 |
Sector Allocation
| Scheme Name |
Parag Parikh Flexi Cap Fund Regular-Growth |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Others | 32.61 | 2.06 |
| Petroleum Products | 0.82 | 4.97 |
| IT - Software | 5.31 | 8.91 |
| Pharmaceuticals & Biotechnology | 3.96 | 4.94 |
| Construction | 0.09 | 3.6 |
| Ferrous Metals | 0.11 | - |
| Capital Markets | 1.91 | - |
| Banks | 20.49 | 28.9 |
| Non - Ferrous Metals | 0.12 | - |
| Realty | 0.77 | - |
| Cement & Cement Products | 0.02 | 3.59 |
| Leisure Services | 0.02 | 2.38 |
| Automobiles | 6.98 | 5.78 |
| Aerospace & Defense | 0.14 | 0.95 |
| Finance | 5.38 | 0.99 |
| Telecom - Services | 3.46 | 4.34 |
| Fertilizers & Agrochemicals | 0.46 | 1.28 |
| Diversified FMCG | 4.51 | 3.63 |
| Agricultural Food & other Products | 0.01 | 1.05 |
| Beverages | 0.05 | 2.58 |
| Diversified Metals | 0.05 | - |
| Oil | 0.02 | - |
| Food Products | 0.76 | - |
| Electrical Equipment | 0.01 | 1.14 |
| Industrial Products | 0.01 | 2.87 |
| Consumer Durables | 0.1 | 0.95 |
| Commercial Services & Supplies | 0.02 | - |
| Healthcare Services | 0.3 | 1.73 |
| Consumable Fuels | 4.7 | - |
| Minerals & Mining | 0.01 | - |
| Power | 5.95 | 2.4 |
| Retailing | 0.18 | 2.77 |
| Transport Infrastructure | 0.02 | - |
| Auto Components | 0.75 | 0.99 |
| IT - Services | - | 0.94 |
| Industrial Manufacturing | - | 0.58 |
| Gas | - | 1.23 |
| Transport Services | - | 2.44 |
| Chemicals & Petrochemicals | - | 0.76 |
| Personal Products | - | 1.27 |
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