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Compare Sundaram Flexi Cap Fund vs HDFC Focused 30 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 | 2.03 | 1.66 |
NAV | ₹14.58 | ₹224.76 |
Fund Started | 16 Aug 2022 | 20 Aug 2004 |
Fund Size | ₹2055.33 Cr | ₹19577.58 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
2.03
1.66
NAV
₹14.58
₹224.76
Fund Started
16 Aug 2022
20 Aug 2004
Fund Size
₹2055.33 Cr
₹19577.58 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 | 6.98% | 10.38% |
3 Year | - | 26.37% |
5 Year | - | 29.79% |
1 Year
6.98%
10.38%
3 Year
-
26.37%
5 Year
-
29.79%
Holding Analysis
Equity | 96.74% | 83.51% |
Cash | 3.26% | 16.23% |
Equity
96.74%
83.51%
Cash
3.26%
16.23%
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. | 9.23% |
HDFC Bank Ltd. | 8.74% |
Axis Bank Ltd. | 8.40% |
Kotak Mahindra Bank Ltd. | 4.24% |
SBI Life Insurance Company Ltd. | 4.17% |
State Bank of India | 4.01% |
Maruti Suzuki India Ltd. | 3.93% |
HCL Technologies Ltd. | 3.79% |
Cipla Ltd. | 3.74% |
Tata Steel Ltd. | 3.13% |
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 long term capital appreciation/income by investing in equity & equity related instruments of up to 30 companies. |
Launch Date | 16 Aug 2022 | 20 Aug 2004 |
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 long term capital appreciation/income by investing in equity & equity related instruments of up to 30 companies.
Launch Date
16 Aug 2022
20 Aug 2004