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) | ₹2064 Cr | ₹6829 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| 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 | 3.77% | 3.27% |
| 6 Month | 8.86% | 5.86% |
| 1 Year | 7.12% | -1.09% |
| 3 Year | 14.92% | 16.69% |
| 5 Year | - | 26.57% |
SIP Return Analysis
| Scheme Name | Sundaram Flexicap Fund Regular Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 6 Month | 2.24% | 2.57% |
| 1 Year | 12.58% | 10.74% |
| 3 Year | 14.22% | 13.52% |
| 5 Year | - | 17.44% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Flexicap Fund Regular Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 1 Year | 18.27% | 9.9% |
| 3 Year | 14.18% | 16.05% |
| 5 Year | - | 17.72% |
Risk Management
| Scheme Name | Sundaram Flexicap Fund Regular Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 11.61% | 17.196% |
| Sharp | 0.68% | 0.641% |
| Beta | 0.85% | 1.114% |
| Alpha | -0.10% | 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 | 4.79 | 21 |
| Large Cap | 73.91 | 57.32 |
| Small Cap | 11.52 | 8.34 |
| Mid Cap | 9.78 | 13.33 |
Sector Allocation
| Scheme Name |
Sundaram Flexicap Fund Regular Growth |
Quant Flexi Cap Fund-Growth |
|---|---|---|
| Others | 4.79 | 10.75 |
| Energy | 5.09 | 17.95 |
| Technology | 5.37 | 3.06 |
| Consumer Cyclical | 11.65 | 12.32 |
| Communication Services | 4.96 | 1.47 |
| Industrials | 12.4 | 11.59 |
| Consumer Defensive | 8.64 | 5.48 |
| Financial Services | 30.46 | 13.19 |
| Healthcare | 6.88 | 8.09 |
| Basic Materials | 5.99 | 0 |
| Utilities | 3.77 | 14.15 |
| Real Estate | - | 1.95 |
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