Which has the lower expense ratio, Navi Flexi Cap Fund - Direct Plan - Growth or Sundaram Flexicap Fund Direct Growth?

Navi Flexi Cap Fund - Direct Plan - Growth's expense ratio is 0.68% versus Sundaram Flexicap Fund Direct Growth's 0.2%. A lower expense ratio directly improves your net returns over the long term, all else being equal.

Can I invest in both Navi Flexi Cap Fund - Direct Plan - Growth and Sundaram Flexicap Fund Direct Growth?

Yes, but check for portfolio overlap first if both funds are in the same category — holding two funds with very similar underlying stocks reduces the diversification benefit of investing in more than one fund.

Navi Flexi Cap Fund - Direct Plan - Growth vs Sundaram Flexicap Fund Direct Growth

Q: Navi Flexi Cap Fund - Direct Plan - Growth vs Sundaram Flexicap Fund Direct Growth — which has given better returns?

Navi Flexi Cap Fund - Direct Plan - Growth has a 1-year return of 8.7% versus Sundaram Flexicap Fund Direct Growth's -3.87%. Compare NAV, expense ratio and star rating above before deciding, and check consistency over 3-5 years rather than a single year.

Side-by-side comparison of NAV, returns, expense ratio and star rating.

Navi Flexi Cap Fund - Direct Plan - Growth

Navi Mutual Fund

★★★★★

Equity · Flexi Cap Fund

Sundaram Flexicap Fund Direct Growth

Sundaram Mutual Fund

★★★★★

Equity · Flexi Cap Fund

Metric	Navi Flexi Cap Fund - ...	Sundaram Flexicap Fund...
NAV	₹28.71	₹15.24
Star Rating	★★★★★	★★
Expense Ratio	0.68%	0.2%
AUM	₹100,479 Cr	₹221 Cr
1M Return	+3.84%	-3.04%
3M Return	+18.49%	+0.97%
6M Return	+5.64%	-5.29%
1Y Return	+8.7%	-3.87%
3Y CAGR	+13.57%	+12.22%
5Y CAGR	+13.64%	+11.16%
Risk Level	—	—
Fund Manager	Prashant Jain	Mehul Dama

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