-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
---|---|---|---|---|---|---|---|---|
Trailing Returns | 20.1% | - | - | 15.1% | ||||
Category Average | 19.5% | 24.2% | 14.8% | - |
Scheme Allocation
Holdings | Sector | Instrument | Asset |
---|---|---|---|
HDFC Bank | Banks | Equity | 8.44% |
Reliance Industr | Refineries | Equity | 6.16% |
Infosys | IT - Software | Equity | 5.14% |
ICICI Bank | Banks | Equity | 4.39% |
St Bk of India | Banks | Equity | 3.87% |
Larsen & Toubro | Infrastructure Developers & Operators | Equity | 2.61% |
Triveni Turbine | Capital Goods - Electrical Equipment | Equity | 2.44% |
ITC | Tobacco Products | Equity | 2.36% |
Bajaj Finance | Finance | Equity | 2.17% |
Axis Bank | Banks | Equity | 2.01% |
Hind. Unilever | FMCG | Equity | 1.94% |
IndusInd Bank | Banks | Equity | 1.92% |
Sun Pharma.Inds. | Pharmaceuticals | Equity | 1.87% |
TCS | IT - Software | Equity | 1.87% |
Ashok Leyland | Automobile | Equity | 1.83% |
Maruti Suzuki | Automobile | Equity | 1.78% |
Polycab India | Cables | Equity | 1.51% |
UltraTech Cem. | Cement | Equity | 1.47% |
LTIMindtree | IT - Software | Equity | 1.46% |
Interglobe Aviat | Air Transport Service | Equity | 1.44% |
Cholaman.Inv.&Fn | Finance | Equity | 1.41% |
ICRA | Credit Rating Agencies | Equity | 1.37% |
Dr Reddy's Labs | Pharmaceuticals | Equity | 1.36% |
Dalmia BharatLtd | Cement | Equity | 1.35% |
Max Financial | Finance | Equity | 1.29% |
Can Fin Homes | Finance | Equity | 1.24% |
Cipla | Pharmaceuticals | Equity | 1.23% |
Firstsour.Solu. | IT - Software | Equity | 1.22% |
Federal Bank | Banks | Equity | 1.15% |
SJS Enterprises | Auto Ancillaries | Equity | 1.14% |
Tata Motors | Automobile | Equity | 1.12% |
Titan Company | Diamond, Gems and Jewellery | Equity | 1.12% |
Alkem Lab | Pharmaceuticals | Equity | 1.09% |
Multi Comm. Exc. | Miscellaneous | Equity | 1.09% |
United Breweries | Alcoholic Beverages | Equity | 1.08% |
Aurobindo Pharma | Pharmaceuticals | Equity | 1.07% |
NIIT Learning | IT - Software | Equity | 1.07% |
Nestle India | FMCG | Equity | 1.03% |
Info Edg.(India) | E-Commerce/App based Aggregator | Equity | 1.01% |
ICICI Securities | Stock/ Commodity Brokers | Equity | 0.99% |
Tata Steel | Steel | Equity | 0.93% |
Metropolis Healt | Healthcare | Equity | 0.88% |
Divi's Lab. | Pharmaceuticals | Equity | 0.87% |
NTPC | Power Generation & Distribution | Equity | 0.86% |
Bharti Airtel | Telecomm-Service | Equity | 0.86% |
Indian Hotels Co | Hotels & Restaurants | Equity | 0.86% |
Asian Paints | Paints/Varnish | Equity | 0.78% |
Prudent Corp. | Finance | Equity | 0.75% |
Container Corpn. | Logistics | Equity | 0.75% |
Sapphire Foods | Quick Service Restaurant | Equity | 0.74% |
Tech Mahindra | IT - Software | Equity | 0.72% |
Rishabh Instrum. | Capital Goods - Electrical Equipment | Equity | 0.72% |
Avenue Super. | Retail | Equity | 0.69% |
TCI Express | Logistics | Equity | 0.68% |
Jubilant Food. | Quick Service Restaurant | Equity | 0.68% |
Gillette India | FMCG | Equity | 0.68% |
Butterfly Gan Ap | Consumer Durables | Equity | 0.68% |
Canara Bank | Banks | Equity | 0.61% |
Jio Financial | Finance | Equity | 0.6% |
Coforge | IT - Software | Equity | 0.6% |
Mphasis | IT - Software | Equity | 0.57% |
BEML Ltd | Capital Goods-Non Electrical Equipment | Equity | 0.56% |
Zee Entertainmen | Entertainment | Equity | 0.49% |
Power Grid Corpn | Power Generation & Distribution | Equity | 0.48% |
Colgate-Palmoliv | FMCG | Equity | 0.47% |
Aditya Bir. Fas. | Retail | Equity | 0.42% |
Kotak Mah. Bank | Banks | Equity | 0.41% |
Sectors | Asset |
---|---|
Banks | 24.27% |
IT-Software | 9.27% |
Pharmaceuticals & Biotech | 7.69% |
Petroleum Products | 6.48% |
Finance | 5.41% |
Diversified FMCG | 4.46% |
Capital Markets | 4.07% |
Automobiles | 3.74% |
Consumer Durables | 3.37% |
Electrical Equipments | 3.2% |
Transport Services | 3.07% |
Agricultural, Commercial | 2.68% |
Construction | 2.57% |
Leisure Services | 2.54% |
Cement & Cement Products | 2.37% |
Retailing | 2.18% |
Insurance | 2.1% |
Debt | 1.67% |
Healthcare Services | 1.44% |
Industrial Products | 1.41% |
Power | 1.37% |
Personal Products | 0.96% |
Ferrous Metals | 0.93% |
Telecom-Services | 0.89% |
Auto Components | 0.66% |
Beverages | 0.59% |
Commercial Services & Sup | 0.54% |
Cash & Others | 0.09% |
Advance Ratio
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. |
---|
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 Size
- 1Y
- 3Y Returns
- 5Y
-
Franklin India Flexi Cap Fund – Direct Growth- Equity .
- Flexi Cap .
-
- 11,749
-
24.4%Fund Size - 11,749
-
31.3%Fund Size - 11,749
-
16.2%Fund Size - 11,749
-
Union Flexi Cap Fund – Direct Growth- Equity .
- Flexi Cap .
-
- 1,595
-
20.8%Fund Size - 1,595
-
25.4%Fund Size - 1,595
-
16.6%Fund Size - 1,595
-
HSBC Flexi Cap Fund – Direct Growth- Equity .
- Flexi Cap .
-
- 3,534
-
25%Fund Size - 3,534
-
25%Fund Size - 3,534
-
14.2%Fund Size - 3,534
-
SBI Flexi Cap Fund – Direct Growth- Equity .
- Flexi Cap .
-
- 17,819
-
17.2%Fund Size - 17,819
-
24.6%Fund Size - 17,819
-
14.6%Fund Size - 17,819
-
Aditya Birla SL Flexi Cap Fund – Direct Growth- Equity .
- Flexi Cap .
-
- 17,296
-
20.9%Fund Size - 17,296
-
24%Fund Size - 17,296
-
14.6%Fund Size - 17,296
AMC Contact Details
Frequently Asked Questions
How to invest in Sundaram Flexi Cap Fund – Direct Growth ?
- 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 ?
How to redeem Sundaram Flexi Cap Fund – Direct Growth holding ?
What is the minimum sip amount of Sundaram Flexi Cap Fund – Direct Growth?
What are the top sectors Sundaram Flexi Cap Fund – Direct Growth has invested in?
- Banks - 24.27%
- IT-Software - 9.27%
- Pharmaceuticals & Biotech - 7.69%
- Petroleum Products - 6.48%
- Finance - 5.41%
Can I make investments in both the SIP and Lump Sum schemes of Sundaram Flexi Cap Fund – Direct Growth?
How much returns have Sundaram Flexi Cap Fund – Direct Growth generated ?
What is the expense ratio of Sundaram Flexi Cap Fund – Direct Growth ?
What is the AUM of Sundaram Flexi Cap Fund – Direct Growth?
What are the top stock holdings of Sundaram Flexi Cap Fund – Direct Growth?
- HDFC Bank - 8.44%
- Reliance Industr - 6.16%
- Infosys - 5.14%
- ICICI Bank - 4.39%
- St Bk of India - 3.87%
How can I redeem my investments in Sundaram Flexi Cap Fund – Direct Growth?
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.