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) | ₹2069 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 | 2.25% | 3.75% |
6 Month | 16.35% | 11.97% |
1 Year | 0.99% | -11.65% |
3 Year | 15.17% | 15.69% |
5 Year | - | 25.63% |
SIP Return Analysis
Scheme Name | Sundaram Flexicap Fund Regular Growth | Quant Flexi Cap Fund-Growth |
---|---|---|
6 Month | 3.64% | 0.87% |
1 Year | 11.21% | 3.05% |
3 Year | 14.17% | 12.42% |
5 Year | - | 17.25% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Flexicap Fund Regular Growth | Quant Flexi Cap Fund-Growth |
---|---|---|
1 Year | 21.77% | 10.27% |
3 Year | - | 16.04% |
5 Year | - | 17.5% |
Risk Management
Scheme Name | Sundaram Flexicap Fund Regular Growth | Quant Flexi Cap Fund-Growth |
---|---|---|
Standard Deviation | - | 17.196% |
Sharp | - | 0.641% |
Beta | - | 1.114% |
Alpha | - | 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 | 7.43 | 15.95 |
Large Cap | 69.3 | 60.52 |
Small Cap | 12.29 | 10.63 |
Mid Cap | 10.98 | 12.9 |
Sector Allocation
Scheme Name |
Sundaram Flexicap Fund Regular Growth |
Quant Flexi Cap Fund-Growth |
---|---|---|
Others | 7.43 | 14.46 |
Energy | 4.97 | 16.93 |
Technology | 4.53 | 2.25 |
Consumer Cyclical | 11.32 | 10.56 |
Communication Services | 3.96 | 1.55 |
Industrials | 12.78 | 11.09 |
Consumer Defensive | 9.03 | 5.73 |
Financial Services | 28.88 | 13.52 |
Healthcare | 7.73 | 8.21 |
Basic Materials | 5.98 | 2.17 |
Utilities | 3.39 | 11.51 |
Real Estate | - | 2.04 |
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