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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) | ₹22011 Cr | ₹2069 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 | 3.08% | 1.38% |
| 6 Month | 12.32% | 14.88% |
| 1 Year | -2.45% | -0.29% |
| 3 Year | 11.91% | 14.08% |
| 5 Year | 18.42% | - |
SIP Return Analysis
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 6 Month | 3.2% | 3.64% |
| 1 Year | 7.21% | 11.21% |
| 3 Year | 11.67% | 14.17% |
| 5 Year | 12.3% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 1 Year | 12.42% | 21.77% |
| 3 Year | 12.86% | - |
| 5 Year | 13.05% | - |
Risk Management
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 10.98% | - |
| Sharp | 0.54% | - |
| Beta | 0.83% | - |
| Alpha | -1.49% | - |
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 | 13.76 | 9.83 |
| Large Cap | 63.44 | 68.68 |
| Small Cap | 11.22 | 11.17 |
| Mid Cap | 11.58 | 10.31 |
Sector Allocation
| Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Others | 7.26 | 8.93 |
| Energy | 4.99 | 5.09 |
| Technology | 5.51 | 3.81 |
| Industrials | 11.11 | 12.86 |
| Basic Materials | 10.92 | 5.92 |
| Financial Services | 37.15 | 30.38 |
| Healthcare | 2.04 | 6.87 |
| Consumer Cyclical | 12.16 | 9.98 |
| Communication Services | 4.96 | 4.6 |
| Consumer Defensive | 2.14 | 8.66 |
| Utilities | 1.77 | 2.91 |
Top Comparisons
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3Y Returns15.49%
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SBI Flexicap Fund - REGULAR PLAN -Growth Option
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UTI Flexi Cap Fund - Growth Option
3Y Returns9.98%
