- ProductsInvestment SuiteExclusiveFeatures
- PlatformTrading PlatformsFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketMarket MoversStocksIndicesMutual FundsIPO
- LearnStockshaalaResourceInvesting GuideEvents
- Partner
- Support
Products
Platform
Research
Market
Learn
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 | 2.02 | 1.39 |
NAV | ₹14.54 | ₹1955.10 |
Fund Started | 16 Aug 2022 | 08 Dec 1994 |
Fund Size | ₹2055.33 Cr | ₹75784.48 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
2.02
1.39
NAV
₹14.54
₹1955.10
Fund Started
16 Aug 2022
08 Dec 1994
Fund Size
₹2055.33 Cr
₹75784.48 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 | 7.51% | 11.00% |
3 Year | - | 28.05% |
5 Year | - | 30.64% |
1 Year
7.51%
11.00%
3 Year
-
28.05%
5 Year
-
30.64%
Holding Analysis
Equity | 96.74% | 86.81% |
Cash | 3.26% | 12.38% |
Equity
96.74%
86.81%
Cash
3.26%
12.38%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 9.42% |
ICICI Bank Ltd. | 8.10% |
Reliance Industries Ltd. | 4.71% |
Larsen & Toubro Ltd. | 3.40% |
Infosys Ltd. | 3.17% |
State Bank of India | 3.15% |
Bharti Airtel Ltd. | 3.03% |
ITC Ltd. | 2.93% |
Axis Bank Ltd. | 2.91% |
Ultratech Cement Ltd. | 2.29% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 9.35% |
HDFC Bank Ltd. | 9.24% |
Axis Bank Ltd. | 8.18% |
SBI Life Insurance Company Ltd. | 4.71% |
Kotak Mahindra Bank Ltd. | 4.52% |
Maruti Suzuki India Ltd. | 4.06% |
Cipla Ltd. | 3.87% |
Bharti Airtel Ltd. | 2.82% |
State Bank of India | 2.68% |
HCL Technologies Ltd. | 2.66% |
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