Sundaram Flexi Cap Fund – Direct Growth

Equity · Flexi Cap
100
Min SIP
100
Min Lumpsum
0.22 %
Expense Ratio
Rating
2,141
Fund Size (in Cr)
1 Year
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 29 September 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 20.1% - - 15.1%
Category Average 19.5% 24.2% 14.8% -

Scheme Allocation

By Holding
By Sector
By Asset
8.44%
5.14%
4.39%
Others
72.01%
View all Holdings
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%
Banks
24.27%
IT-Software
9.27%
Pharmaceuticals & Biotech
7.69%
Petroleum Products
6.48%
Finance
5.41%
Others
46.88%
View all Sectors
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%
Equity
98.41%
Reverse Repos
1.65%
Net Curr Ass/Net Receivables
-0.06%
Others
0%

Advance Ratio

-
Alpha
-
SD
-
Beta
-
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.

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

AMC Contact Details

Sundaram Mutual Fund
AUM:
45,611 Cr
Address:
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com

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 ₹11.5 as of 29 September 2023.

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
  1. Banks - 24.27%
  2. IT-Software - 9.27%
  3. Pharmaceuticals & Biotech - 7.69%
  4. Petroleum Products - 6.48%
  5. Finance - 5.41%

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 15.1% 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 0.22 % as of 29 September 2023.

What is the AUM of Sundaram Flexi Cap Fund – Direct Growth?

The AUM of Sundaram Flexi Cap Fund – Direct Growth is ₹45,611 Cr as of 29 September 2023

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
  1. HDFC Bank - 8.44%
  2. Reliance Industr - 6.16%
  3. Infosys - 5.14%
  4. ICICI Bank - 4.39%
  5. St Bk of India - 3.87%

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.
Invest Now