Sundaram Flexicap Fund Regular Growth vs Quant Flexi Cap Fund compare
Sundaram Flexicap Fund Regular Growth
Quant Flexi Cap Fund-Growth
Chart Comparison
Overview
| Scheme Name | Sundaram Flexicap Fund Regular Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| Fund | Sundaram Flexicap Fund Regular Growth | Quant Flexi Cap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2149 Cr | ₹6829 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 06 Sep 2022 | 20 Oct 2008 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 42% | % |
| Expense Ratio | 2 | 1.78 |
| Manager | Dwijendra Srivastava | Sanjeev Sharma |
| ISIN Code | INF903JA1LB8 | INF966L01457 |
| Exits Load | 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 | Quant Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Sundaram Flexicap Fund Regular Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 1 Month | 0.11% | -0.27% |
| 6 Month | 4.67% | 2.01% |
| 1 Year | 3.47% | 0.2% |
| 3 Year | 14.05% | 14.64% |
| 5 Year | - | 22.99% |
SIP Return Analysis
| Scheme Name | Sundaram Flexicap Fund Regular Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 6 Month | 2.1% | 2.15% |
| 1 Year | 14.41% | 11.48% |
| 3 Year | 13.34% | 11.95% |
| 5 Year | - | 15.74% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Flexicap Fund Regular Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 1 Year | 18.27% | 9.64% |
| 3 Year | 14.18% | 16.04% |
| 5 Year | - | 17.72% |
Risk Management
| Scheme Name | Sundaram Flexicap Fund Regular Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 11.56% | 17.196% |
| Sharp | 0.65% | 0.641% |
| Beta | 0.85% | 1.114% |
| Alpha | 0.11% | 2.062% |
Fund Managers
| Scheme Name | Sundaram Flexicap Fund Regular Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| Name | Dwijendra Srivastava | Sanjeev Sharma |
| Total AUM | ₹14140 Cr | ₹39731 Cr |
| Funds Managed | 14 | 22 |
| Sundaram Flexicap Fund Regular Growth | Quant Flexi Cap Fund-Growth |
Market Cap
| Scheme Name |
Sundaram Flexicap Fund Regular Growth |
Quant Flexi Cap Fund-Growth |
|---|---|---|
| Others | 6.11 | 18.96 |
| Large Cap | 73.41 | 59.12 |
| Small Cap | 10.77 | 8.42 |
| Mid Cap | 9.72 | 13.51 |
Sector Allocation
| Scheme Name |
Sundaram Flexicap Fund Regular Growth |
Quant Flexi Cap Fund-Growth |
|---|---|---|
| Others | 6.11 | 9.29 |
| Energy | 4.76 | 18.53 |
| Technology | 5.42 | 3.1 |
| Consumer Cyclical | 10.69 | 12.19 |
| Communication Services | 5.16 | 1.55 |
| Industrials | 12.68 | 11.94 |
| Consumer Defensive | 8.67 | 5.31 |
| Financial Services | 30.78 | 12.72 |
| Healthcare | 6.17 | 8.2 |
| Basic Materials | 5.8 | - |
| Utilities | 3.75 | 15.14 |
| Real Estate | - | 2.03 |
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