Sundaram Flexi Cap Fund – Direct Growth
₹ 100
Min SIP
₹ 100
Min Lumpsum
0.55 %
Expense Ratio
Rating
2,152
Fund Size (in Cr)
2 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 28.5% | - | - | 21.9% | ||||
| Category Average | 38.6% | 20.7% | 21.7% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
-0.85
Alpha
3.11
SD
0.88
Beta
1.47
Sharpe
Exit Load
| Exit Load | If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. |
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Fund Objective
To generate capital appreciation by dynamically investing in a mix of equity and equity related instruments across market capitalization (i.e. large, mid and small cap stocks). No Guarantee: There is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company.
Fund Managers
Sudhir Kedia
Sudhir Kedia has over 16 years of fund management and stock research experience. Before joining Sundaram, he worked at Principal India Mutual Fund, Mirae Asset Global Investments, and ASK Investment Managers. He has a solid educational background.
He holds the designations of Chartered Accountant, Cost and Works Accountant, and MBA.
Sudhir currently manages the Sundaram Multi Cap Fund, the Sundaram Diversified Equity Fund, the Sundaram Tax Savings Fund, the Sundaram Equity Savings Fund, the Sundaram Small Cap Fund, the Sundaram Micro Cap Series XIV – XVII, the Sundaram Emerging Small Cap Series I – VII, the Sundaram Long Term Tax Advantage Series I – IV, and the Sundaram Long Term Micro Cap.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Flexi Cap .
-
- 25,696
-
23.2%Fund Size - 25,696
-
9.7%Fund Size - 25,696
-
19%Fund Size - 25,696
-
- Equity .
- Flexi Cap .
-
- 16,677
-
44.1%Fund Size - 16,677
-
23.8%Fund Size - 16,677
-
24.2%Fund Size - 16,677
-
- Equity .
- Flexi Cap .
-
- 4,804
-
45.3%Fund Size - 4,804
-
21.5%Fund Size - 4,804
-
22.5%Fund Size - 4,804
-
- Equity .
- Flexi Cap .
-
- 51,094
-
37.3%Fund Size - 51,094
-
19.3%Fund Size - 51,094
-
20%Fund Size - 51,094
-
- Equity .
- Flexi Cap .
-
- 1,076
-
35.9%Fund Size - 1,076
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19%Fund Size - 1,076
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19.9%Fund Size - 1,076
AMC Contact Details
Sundaram Mutual Fund
AUM:
49,195 Cr
Address:
Sundaram Towers, 2nd Floor,
46 White Road, Royapettah,
Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com
More Funds from Sundaram Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Small Cap .
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- 116
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27.6%Fund Size - 116
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36.2%Fund Size - 116
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18.9%Fund Size - 116
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- Equity .
- Small Cap .
-
- 45
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52.6%Fund Size - 45
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24.4%Fund Size - 45
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29.1%Fund Size - 45
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- Equity .
- Small Cap .
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- 159
-
52.6%Fund Size - 159
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24.4%Fund Size - 159
-
29.1%Fund Size - 159
-
- Equity .
- Small Cap .
-
- 136
-
27.6%Fund Size - 136
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36.2%Fund Size - 136
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18.9%Fund Size - 136
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- Equity .
- Small Cap .
-
- 212
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27.6%Fund Size - 212
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36.2%Fund Size - 212
-
18.9%Fund Size - 212
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
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Small Cap
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Multi Cap
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ELSS
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Sectoral / Thematic
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hybrid
Arbitrage
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Equity Savings
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Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 29,533
-
37.9%Fund Size - 29,533
-
26.1%Fund Size - 29,533
-
22%Fund Size - 29,533
-
- Equity .
- Large Cap .
-
- 2,120
-
42.2%Fund Size - 2,120
-
21.5%Fund Size - 2,120
-
21.7%Fund Size - 2,120
-
- Equity .
- Large Cap .
-
- 13,930
-
32.1%Fund Size - 13,930
-
17.7%Fund Size - 13,930
-
21.5%Fund Size - 13,930
-
- Equity .
- Large Cap .
-
- 59,364
-
38.6%Fund Size - 59,364
-
22.4%Fund Size - 59,364
-
21.4%Fund Size - 59,364
-
- Equity .
- Large Cap .
-
- 8,847
-
34.6%Fund Size - 8,847
-
18.6%Fund Size - 8,847
-
21.1%Fund Size - 8,847
Frequently Asked Questions
How to invest in Sundaram Flexi Cap Fund – Direct Growth ?
You can invest in Sundaram Flexi Cap Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Sundaram Flexi Cap Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Sundaram Flexi Cap Fund – Direct Growth ?
The NAV of Sundaram Flexi Cap Fund – Direct Growth is ₹14.7 as of 26 July 2024.
How to redeem Sundaram Flexi Cap Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Sundaram Flexi Cap Fund – Direct Growth?
The minimum SIP amount of Sundaram Flexi Cap Fund – Direct Growth is ₹100
What are the top sectors Sundaram Flexi Cap Fund – Direct Growth has invested in?
The top sectors Sundaram Flexi Cap Fund – Direct Growth has invested in are
- Banks - 23.57%
- Petroleum Products - 7.59%
- IT-Software - 7.52%
- Pharmaceuticals & Biotech - 6.7%
- Finance - 4.09%
Can I make investments in both the SIP and Lump Sum schemes of Sundaram Flexi Cap Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of Sundaram Flexi Cap Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have Sundaram Flexi Cap Fund – Direct Growth generated ?
The Sundaram Flexi Cap Fund – Direct Growth has delivered 21.9% since inception
What is the expense ratio of Sundaram Flexi Cap Fund – Direct Growth ?
The expense ratio of Sundaram Flexi Cap Fund – Direct Growth is 0.55 % as of 26 July 2024.
What is the AUM of Sundaram Flexi Cap Fund – Direct Growth?
The AUM of Sundaram Flexi Cap Fund – Direct Growth is ₹49,195 Cr as of 26 July 2024
What are the top stock holdings of Sundaram Flexi Cap Fund – Direct Growth?
The top stock holdings of Sundaram Flexi Cap Fund – Direct Growth are
- HDFC Bank - 8.78%
- Reliance Industr - 7.97%
- ICICI Bank - 5.46%
- Infosys - 4.35%
- Larsen & Toubro - 3.34%
How can I redeem my investments in Sundaram Flexi Cap Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram Flexi Cap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram Flexi Cap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.