Sundaram Flexi Cap Fund - Growth - Regular Plan

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  • Net Change on 27-01-2023

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Kotak Flexicap Fund - Growth Sep 11, 2009 Unrated 3.08 11.80 9.51 1.57 37,418.30
HDFC Flexi Cap Fund - Growth Option Jan 01, 1995 13.92 19.07 10.92 1.65 32,154.52
Parag Parikh Flexi Cap Fund - Regular Plan - Growth May 28, 2013 -1.73 20.81 14.85 1.65 28,248.50
UTI Flexi Cap Fund-Growth Option Aug 01, 2005 Unrated -10.40 12.60 10.81 1.69 24,929.40
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Aug 27, 1998 Unrated -1.01 12.29 8.44 1.77 16,192.49

Fund Holdings as on 31-December-2022

  • TREPS

  • Reliance Industries Ltd

  • ICICI Bank Ltd

  • State Bank of India

  • Housing Development Finance Corporation Ltd

  • HDFC Bank Ltd

  • Infosys Ltd

  • Axis Bank Ltd

  • Tata Consultancy Services Ltd

  • Maruti Suzuki India Ltd

  • Larsen & Toubro Ltd

  • Ashok Leyland Ltd

  • IndusInd Bank Ltd

  • Triveni Turbine Ltd

  • Hindustan UniLever Ltd

  • ITC Ltd

  • Can Fin Homes Ltd

  • Ultratech Cement Ltd

  • Interglobe Aviation Ltd

  • ICRA Ltd

  • Canara Bank

  • Bajaj Finance Ltd

  • The Indian Hotels Company Ltd

  • The Federal Bank Ltd

  • United Spirits Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Sun Pharmaceutical Industries Ltd

  • Prudent Corporate Advisory Services Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Tata Motors Ltd

  • Voltas Ltd

  • Divis Laboratories Ltd

  • Container Corporation of India Ltd

  • Oberoi Realty Ltd

  • Bharti Airtel Ltd

  • Bajaj Finserv Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Dalmia Cement (Bharat) Ltd.

  • Avenue Supermarts Ltd

  • NTPC Ltd

  • Harsha Engineers International Ltd

  • Titan Company Ltd

  • Wipro Ltd

  • KNR Construction Ltd

  • Kfintech Technologies Ltd

  • Jubilant Foodworks Ltd

  • Bank of Baroda

  • Amber Enterprises India Ltd

  • Sapphire Foods India Ltd

  • Asian Paints Ltd

  • Max Financial Services Ltd

  • TCI Express Ltd

  • Aditya Birla Fashion and Retail Ltd

  • Power Grid Corporation of India Ltd

  • SRF Ltd

  • BEML Ltd

  • Orient Electric Ltd

  • Fortis Health Care Ltd

  • Polycab India Ltd

  • Page Industries Ltd

  • Laurus Labs Ltd

  • Dixon Technologies (India) Ltd

  • VIP Industries Ltd

  • Sona BLW Precision Forgings Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Miscellaneous

  • IT - Software

  • Refineries

  • Bank - Public

  • Finance - Housing

  • Engineering - Industrial Equipments

  • Automobiles-Trucks/Lcv

  • Engineering - Construction

  • Automobiles - Passenger Cars

  • Cement & Construction Materials

  • Household & Personal Products

  • Consumer Durables - Domestic Appliances

  • Pharmaceuticals & Drugs

  • Finance - Others

  • Finance - NBFC

  • Cigarettes/Tobacco

  • Airlines

  • Air Conditioners

  • Logistics

  • Retailing

  • Power Generation/Distribution

  • Consumer Food

  • Ratings

  • Hotel, Resort & Restaurants

  • Breweries & Distilleries

  • Insurance

  • Construction - Real Estate

  • Telecommunication - Service Provider

  • Finance - Investment

  • Diamond & Jewellery

  • Paints

  • Diversified

  • Hospital & Healthcare Services

  • Cable

  • Textile

  • Consumer Durables - Electronics

  • Auto Ancillary

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Fund Manager

  • Cash

  • Equity

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About Sundaram Flexi Cap Fund

Scheme Analysis

Sundaram Flexi Cap Fund is a Equity - Flexi Cap Fund fund and belongs to Sundaram Mutual Fund. It was launched on 06-Sep-2022 and currently has an AUM of ₹1,888.34 crore. Sundaram Flexi Cap Fund is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Sundaram Flexi Cap Fund ended down ₹-0.14(-1.44%)yesterday to ₹9.7299.

Among its top 3 holdings the fund has exposure to TREPS, and

The Sundaram Flexi Cap Fund is managed by Dwijendra Srivastava and Ravi Gopalakrishnan.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156