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NAV: 23 Sep 2025
₹15.69
Rating
NA
Min. SIP amount
₹100
Fund size
₹2,069.09Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (53)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 9.16% |
ICICI Bank Ltd. | Financial | Equity | 7.78% |
Reliance Industries Ltd. | Energy | Equity | 4.47% |
Infosys Ltd. | Technology | Equity | 3.33% |
Larsen & Toubro Ltd. | Construction | Equity | 3.31% |
State Bank of India | Financial | Equity | 3.09% |
Axis Bank Ltd. | Financial | Equity | 3.08% |
Bharti Airtel Ltd. | Communication | Equity | 3.07% |
ITC Ltd. | Consumer Staples | Equity | 2.85% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 2.84% |
Ultratech Cement Ltd. | Construction | Equity | 2.57% |
Sundaram Low Duration Fund Direct-Growth | NA | Mutual Fund | 2.42% |
Maruti Suzuki India Ltd. | Automobile | Equity | 2.29% |
Force Motors Ltd. | Automobile | Equity | 1.98% |
Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.61% |
Metropolis Healthcare Ltd. | Healthcare | Equity | 1.59% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.56% |
Cipla Ltd. | Healthcare | Equity | 1.55% |
Swiggy Ltd. | Services | Equity | 1.49% |
Delhivery Ltd. | Services | Equity | 1.42% |
Alkem Laboratories Ltd. | Healthcare | Equity | 1.36% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.31% |
Eternal Ltd. | Services | Equity | 1.31% |
United Spirits Ltd. | Consumer Staples | Equity | 1.27% |
GAIL (India) Ltd. | Energy | Equity | 1.25% |
UPL Ltd. | Chemicals | Equity | 1.25% |
Ambuja Cements Ltd. | Construction | Equity | 1.25% |
Jubilant FoodWorks Ltd. | Services | Equity | 1.24% |
NTPC Ltd. | Energy | Equity | 1.23% |
Varun Beverages Ltd. | Consumer Staples | Equity | 1.21% |
Tech Mahindra Ltd. | Technology | Equity | 1.21% |
Interglobe Aviation Ltd. | Services | Equity | 1.18% |
Cummins India Ltd. | Capital Goods | Equity | 1.17% |
GE Vernova T&D India Ltd. | Capital Goods | Equity | 1.14% |
Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 1.14% |
Devyani International Ltd. | Services | Equity | 1.12% |
Emami Ltd. | Consumer Staples | Equity | 1.10% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 1.08% |
Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 1.07% |
Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 1.06% |
Tata Consumer Products Ltd. | Consumer Staples | Equity | 0.99% |
Torrent Power Ltd. | Energy | Equity | 0.91% |
Blue Star Ltd. | Consumer Discretionary | Equity | 0.91% |
Indusind Bank Ltd. | Financial | Equity | 0.91% |
Deepak Nitrite Ltd. | Chemicals | Equity | 0.91% |
Affle 3I Ltd. | Technology | Equity | 0.90% |
Tata Motors Ltd. | Automobile | Equity | 0.81% |
Praj Industries Ltd. | Capital Goods | Equity | 0.75% |
The Federal Bank Ltd. | Financial | Equity | 0.71% |
Kajaria Ceramics Ltd. | Construction | Equity | 0.69% |
Neuland Laboratories Ltd. | Healthcare | Equity | 0.54% |
Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.49% |
Triveni Turbine Ltd. | Construction | Equity | 0.09% |
See All
Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Returns and rankings
Category: Equity Flexi Cap
Annualised returns
Absolute returns
| 6M | 1Y | 3Y | All | |
|---|---|---|---|---|
| Fund returns | NA | 0.6% | 16.7% | 16.0% |
| Category average | NA | -3.3% | 16.1% | NA |
| Rank with in category | NA | 23 | 43 | NA |
Understand terms
Peer Comparison
| Equity, Flexi Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Invesco India Flexi Cap Fund Direct Growth | 5 | 1.8% | 24.8% | 3,666.47 |
HDFC Flexi Cap Direct Plan Growth | 5 | 5.3% | 23.6% | 81,935.61 |
Parag Parikh Flexi Cap Fund Direct Growth | 5 | 6.0% | 22.1% | 1,15,040.08 |
HSBC Flexi Cap Fund Direct Growth | 4 | -1.5% | 20.9% | 4,975.41 |
Franklin India Flexi Cap Fund Direct Growth | 4 | -2.5% | 19.5% | 18,726.71 |
Expense ratio, exit load and tax
Expense ratio: 0.62%
Inclusive of GST
Exit load
Exit Load for units in excess of 25% of the investment,1% will be charged for redemption within 365 days.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Understand terms
Check past data
Fund management
Dwijendra SrivastavaAug 2022 - PresentView details
Dwijendra Srivastava
Aug 2022 - Present
View details
Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes
Bharath S.Jul 2024 - PresentView details
Bharath S.
Jul 2024 - Present
View details
Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Also manages these schemes
Sudhir KediaAug 2022 - PresentView details
Sudhir Kedia
Aug 2022 - Present
View details
Education
Mr. Kedia is CA, CMA and MBA.
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Mirae Asset Mutual Fund and ASK investment.
Also manages these schemes
Pathanjali SrinivasanJul 2024 - PresentView details
Pathanjali Srinivasan
Jul 2024 - Present
View details
Fund house & investment objective
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NAWebsite
www.sundarammutual.com
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comCompare funds
Sundaram Flexi Cap Fund Direct Growth
VS
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