Sundaram Flexi Cap Fund

Equity · Flexi Cap
100
Min SIP
100
Min Lumpsum
0.24 %
Expense Ratio
Rating
1,913
Fund Size (in Cr)
9 Months
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 01 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns - - - 5.2%
Category Average 13% 26.6% 12.5% -

Scheme Allocation

By Holding
By Sector
By Asset
Reliance Industr
6.64%
ICICI Bank
6.27%
H D F C
4.8%
Infosys
4.51%
St Bk of India
4.35%
Others
73.43%
Banks
21.71%
Finance
9.36%
IT-Software
8.92%
Petroleum Products
6.64%
Debt
6.06%
Others
47.31%
Equity
93.14%
Reverse Repos
6.06%
Net Curr Ass/Net Receivables
0.8%
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Exit Load If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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:
39,953 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 ?

You can invest in Sundaram Flexi Cap Fund 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 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 ?

The NAV of Sundaram Flexi Cap Fund is ₹10.5 as of 01 June 2023.

How to redeem Sundaram Flexi Cap Fund 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?

The minimum SIP amount of Sundaram Flexi Cap Fund is ₹100

What are the top sectors Sundaram Flexi Cap Fund has invested in??

The top sectors Sundaram Flexi Cap Fund has invested in are
  1. Reliance Industr - 6.64%
  2. ICICI Bank - 6.27%
  3. H D F C - 4.8%
  4. Infosys - 4.51%
  5. St Bk of India - 4.35%

How much returns have Sundaram Flexi Cap Fund generated ?

The Sundaram Flexi Cap Fund has delivered 5.2% since inception

What is the expense ratio of Sundaram Flexi Cap Fund ?

The expense ratio of Sundaram Flexi Cap Fund is 0.24 % as of 01 June 2023.

What is the AUM of Sundaram Flexi Cap Fund?

The AUM of Sundaram Flexi Cap Fund is ₹39,953 Cr as of 01 June 2023

What are the top stock holdings of Sundaram Flexi Cap Fund?

The top stock holdings of Sundaram Flexi Cap Fund are
  1. Reliance Industr - 6.64%
  2. ICICI Bank - 6.27%
  3. H D F C - 4.8%
  4. Infosys - 4.51%
  5. St Bk of India - 4.35%
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