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) | ₹2128 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 | -5% | -8.35% |
| 6 Month | -2.92% | -7.26% |
| 1 Year | 6.01% | -2.37% |
| 3 Year | 13.36% | 12.65% |
| 5 Year | - | 19.73% |
SIP Return Analysis
| Scheme Name | Sundaram Flexicap Fund Regular Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 6 Month | -3.42% | -6.85% |
| 1 Year | 0.01% | -9.33% |
| 3 Year | 9.03% | 4.84% |
| 5 Year | - | 11.47% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Flexicap Fund Regular Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 1 Year | 14.72% | 9.35% |
| 3 Year | 14.7% | 15.99% |
| 5 Year | - | 17.86% |
Risk Management
| Scheme Name | Sundaram Flexicap Fund Regular Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 8.4% | 15.83% |
| Sharp | 0.8% | 0.62% |
| Beta | 0.85% | 1.19% |
| Alpha | -0.15% | -2.68% |
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 | 3.18 | 22.78 |
| Large Cap | 73.83 | 58.07 |
| Small Cap | 13.97 | 8.31 |
| Mid Cap | 9.03 | 10.84 |
Sector Allocation
| Scheme Name |
Sundaram Flexicap Fund Regular Growth |
Quant Flexi Cap Fund-Growth |
|---|---|---|
| Others | 2.29 | 12.06 |
| Energy | 5.03 | 16.31 |
| Technology | 9.13 | 2.03 |
| Consumer Cyclical | 11.3 | 12.95 |
| Communication Services | 5.42 | 1.54 |
| Industrials | 12.16 | 12.18 |
| Consumer Defensive | 8.34 | 3.67 |
| Financial Services | 29.44 | 16.2 |
| Healthcare | 7.17 | 6.84 |
| Basic Materials | 6.06 | - |
| Utilities | 3.64 | 14.28 |
| Real Estate | - | 1.95 |
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