Sundaram Flexi Cap Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • 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 50 - TRI N/A N/A N/A N/A N/A N/A
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.)
Parag Parikh Flexi Cap Fund - Regular Plan - Growth May 28, 2013 37.36 21.02 24.03 1.37 63,933.76
HDFC Flexi Cap Fund - Growth Option Jan 01, 1995 43.22 25.21 20.21 1.50 52,874.12
Kotak Flexicap Fund - Growth Sep 11, 2009 37.32 17.88 16.39 1.49 47,465.64
UTI Flexi Cap Fund-Growth Option Aug 01, 2005 Unrated 19.41 8.60 14.70 1.67 24,295.37
SBI Flexicap Fund - REGULAR PLAN -Growth Option Sep 16, 2005 28.16 15.32 15.64 1.67 20,783.59

Fund Holdings as on 30-April-2024

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • ICICI Bank Ltd

  • Infosys Ltd

  • Larsen & Toubro Ltd

  • State Bank of India

  • Bharti Airtel Ltd

  • Triveni Turbine Ltd

  • Interglobe Aviation Ltd

  • Sun Pharmaceutical Industries Ltd

  • ITC Ltd

  • Axis Bank Ltd

  • Bajaj Finance Ltd

  • Tata Consultancy Services Ltd

  • Avenue Supermarts Ltd

  • Ultratech Cement Ltd

  • Maruti Suzuki India Ltd

  • IndusInd Bank Ltd

  • Pidilite Industries Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Tata Motors Ltd

  • Hindustan UniLever Ltd

  • Cipla Ltd

  • Tech Mahindra Ltd

  • NTPC LTD

  • Titan Company Ltd

  • Blue Star Ltd

  • Tata Steel Ltd

  • Dr. Reddys Laboratories Ltd

  • Aurobindo Pharma Ltd

  • Info Edge (India) Ltd

  • Canara Bank

  • Nestle India Ltd

  • ICRA Ltd

  • Adani Ports and Special Economic Zone Ltd

  • TREPS

  • Metropolis Healthcare Ltd

  • Max Financial Services Ltd

  • NIIT Learning Systems Ltd

  • Multi Commodity Exchange of India Ltd

  • Prudent Corporate Advisory Services Ltd

  • Dalmia Cement (Bharat) Ltd.

  • Firstsource Solutions Ltd

  • Kotak Mahindra Bank Ltd

  • Asian Paints Ltd

  • Gillette India Ltd

  • Bharti Hexacom Ltd

  • Power Grid Corporation of India Ltd

  • The Federal Bank Ltd

  • Zomato Ltd

  • Cummins India Ltd

  • Jubilant Foodworks Ltd

  • United Breweries Ltd

  • Union Bank of India

  • Tata Technologies Ltd

  • TCI Express Ltd

  • Alkem Laboratories Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • S.J.S. Enterprises Ltd

  • Arman Financial Services Ltd

  • Polycab India Ltd

  • LTIMindtree Ltd

  • Suven Pharmaceuticals Ltd

  • Kesoram Industries Ltd

  • Jio Financial Services Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • IT - Software

  • Refineries

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Finance - NBFC

  • Telecommunication - Service Provider

  • Engineering - Construction

  • Cement & Construction Materials

  • Engineering - Industrial Equipments

  • Airlines

  • Household & Personal Products

  • Cigarettes/Tobacco

  • BPO/ITeS

  • Power Generation/Distribution

  • Retailing

  • Finance - Others

  • Automobiles - Passenger Cars

  • Consumer Food

  • Chemicals

  • Automobiles-Trucks/Lcv

  • Diamond & Jewellery

  • Air Conditioners

  • Steel & Iron Products

  • Ratings

  • Port

  • Hospital & Healthcare Services

  • Finance - Stock Broking

  • Miscellaneous

  • Paints

  • Diesel Engines

  • e-Commerce

  • Breweries & Distilleries

  • Logistics

  • Consumer Durables - Domestic Appliances

  • Auto Ancillary

  • Cable

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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 ₹2,121.43 crore. Sundaram Flexi Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Sundaram Flexi Cap Fund ended up ₹0(0.02%)yesterday to ₹13.0128.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd, 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