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Sundaram Flexicap Fund Regular Growth vs SBI Flexicap Fund compare
SBI Flexicap Fund - REGULAR PLAN -Growth Option
Sundaram Flexicap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Fund | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Sundaram Flexicap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹22504 Cr | ₹2064 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 29 Sep 2005 | 06 Sep 2022 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 TRI | NIFTY 500 TRI |
| Turn Over | 55% | 42% |
| Expense Ratio | 1.67 | 2 |
| Manager | Pradeep Kesavan | Dwijendra Srivastava |
| ISIN Code | INF200K01222 | INF903JA1LB8 |
| Exits Load | SBI Flexi Cap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 1 Month | 2.63% | 2.7% |
| 6 Month | 7.21% | 7.75% |
| 1 Year | 4.16% | 5.82% |
| 3 Year | 12.88% | 14.49% |
| 5 Year | 18.36% | - |
SIP Return Analysis
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 6 Month | 1.38% | 0.23% |
| 1 Year | 7.09% | 7.75% |
| 3 Year | 10.29% | 11.94% |
| 5 Year | 11.35% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 1 Year | 12.25% | 18.27% |
| 3 Year | 12.79% | 14.18% |
| 5 Year | 13.12% | - |
Risk Management
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 10.98% | 11.61% |
| Sharp | 0.65% | 0.68% |
| Beta | 0.83% | 0.85% |
| Alpha | -1.38% | -0.10% |
Fund Managers
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Name | Pradeep Kesavan | Dwijendra Srivastava |
| Total AUM | ₹434274 Cr | ₹14140 Cr |
| Funds Managed | 43 | 14 |
| SBI Flexicap Fund - REGULAR PLAN -Growth Option | Sundaram Flexicap Fund Regular Growth |
Market Cap
| Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Others | 10.43 | 4.79 |
| Large Cap | 64.07 | 73.91 |
| Small Cap | 12.47 | 11.52 |
| Mid Cap | 13.04 | 9.78 |
Sector Allocation
| Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Others | 3.17 | 4.79 |
| Energy | 4.81 | 5.09 |
| Technology | 6.09 | 5.37 |
| Industrials | 12.19 | 12.4 |
| Basic Materials | 13.4 | 5.99 |
| Financial Services | 37.44 | 30.46 |
| Healthcare | 1.87 | 6.88 |
| Consumer Cyclical | 12.88 | 11.65 |
| Communication Services | 5.35 | 4.96 |
| Consumer Defensive | 1.03 | 8.64 |
| Utilities | 1.77 | 3.77 |
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