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Compare Sundaram Flexi Cap Fund vs HDFC Flexi Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 2.01 | 1.42 |
NAV | ₹14.06 | ₹1841.39 |
Fund Started | 16 Aug 2022 | 08 Dec 1994 |
Fund Size | ₹2105.11 Cr | ₹66344.40 Cr |
Exit Load | Exit Load for units in excess of 25% of the investment,1% will be charged for redemption within 365 days. | Exit load of 1% if redeemed within 1 year
|
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.01
1.42
NAV
₹14.06
₹1841.39
Fund Started
16 Aug 2022
08 Dec 1994
Fund Size
₹2105.11 Cr
₹66344.40 Cr
Exit Load
Exit Load for units in excess of 25% of the investment,1% will be charged for redemption within 365 days.
Exit load of 1% if redeemed within 1 year
Returns
1 Year | 13.97% | 21.56% |
3 Year | - | 22.35% |
5 Year | - | 22.26% |
1 Year
13.97%
21.56%
3 Year
-
22.35%
5 Year
-
22.26%
Holding Analysis
Equity | 98.55% | 87.35% |
Cash | 1.45% | 11.88% |
Equity
98.55%
87.35%
Cash
1.45%
11.88%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 7.99% |
ICICI Bank Ltd. | 7.11% |
Infosys Ltd. | 4.43% |
Reliance Industries Ltd. | 4.19% |
Larsen & Toubro Ltd. | 3.58% |
Bharti Airtel Ltd. | 3.30% |
State Bank of India | 2.85% |
Sun Pharmaceutical Industries Ltd. | 2.58% |
Tata Consultancy Services Ltd. | 2.39% |
Interglobe Aviation Ltd. | 2.27% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 9.75% |
ICICI Bank Ltd. | 9.71% |
Axis Bank Ltd. | 8.23% |
Cipla Ltd. | 4.44% |
Kotak Mahindra Bank Ltd. | 4.39% |
Maruti Suzuki India Ltd. | 4.18% |
SBI Life Insurance Company Ltd. | 4.07% |
Bharti Airtel Ltd. | 4.01% |
HCL Technologies Ltd. | 3.90% |
Piramal Pharma Ltd. | 2.94% |
Fund Manager
Name | Dwijendra Srivastava | Dhruv Muchhal |
Start Date | 03 Nov 2015 | 14 Sep 2023 |
Name
Dwijendra Srivastava
Dhruv Muchhal
Start Date
03 Nov 2015
14 Sep 2023
About Fund
Description | The scheme seeks to generate capital appreciation by dynamically investing in a mix of equity and equity related instruments across market capitalization. | The scheme seeks to generate capital appreciation / income from a portfolio, predominantly invested in equity & equity related instruments. |
Launch Date | 16 Aug 2022 | 08 Dec 1994 |
Description
The scheme seeks to generate capital appreciation by dynamically investing in a mix of equity and equity related instruments across market capitalization.
The scheme seeks to generate capital appreciation / income from a portfolio, predominantly invested in equity & equity related instruments.
Launch Date
16 Aug 2022
08 Dec 1994
