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Sundaram Flexicap Fund Regular Growth vs Quant Flexi Cap Fund compare

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tortoise-icon Sundaram Flexicap Fund Regular Growth

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tortoise-icon Quant Flexi Cap Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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