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) | ₹22500 Cr | ₹2108 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 | -1.72% | -0.37% |
6 Month | 3.76% | 8.98% |
1 Year | -2.39% | 3.65% |
3 Year | 13.42% | - |
5 Year | 18.95% | - |
SIP Return Analysis
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Sundaram Flexicap Fund Regular Growth |
---|---|---|
6 Month | 3.76% | 6% |
1 Year | 2.94% | 9.41% |
3 Year | 12.18% | - |
5 Year | 13.23% | - |
Rolling Lumpsum Returns
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Sundaram Flexicap Fund Regular Growth |
---|---|---|
1 Year | 12.66% | 23.46% |
3 Year | 12.75% | - |
5 Year | 12.97% | - |
Risk Management
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Sundaram Flexicap Fund Regular Growth |
---|---|---|
Standard Deviation | 10.98% | - |
Sharp | 0.91% | - |
Beta | 0.83% | - |
Alpha | -2.09% | - |
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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 | 11.78 | 8.5 |
Large Cap | 64.42 | 67.98 |
Small Cap | 10.26 | 11.52 |
Mid Cap | 13.54 | 11.99 |
Sector Allocation
Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Sundaram Flexicap Fund Regular Growth |
---|---|---|
Others | 5.23 | 7.55 |
Energy | 6.26 | 5.42 |
Technology | 5.48 | 4.87 |
Industrials | 12.05 | 11.75 |
Basic Materials | 9.38 | 6.16 |
Financial Services | 39.01 | 32.06 |
Healthcare | 1.89 | 7.04 |
Consumer Cyclical | 12.17 | 10.82 |
Communication Services | 5.23 | 4.78 |
Utilities | 1.74 | 2.23 |
Consumer Defensive | 1.56 | 7.32 |
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