Sundaram Flexi Cap Fund Direct Growth

Equity
Flexi Cap
Very High Risk
1M
6M
1Y
All
NAV: 10 Jan 2025₹14.45
Min. SIP amount₹100
RatingNA
Fund size₹2,256.42Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Flexi Cap
Absolute returns
3M6M1YAll
Fund returns-1.7%4.3%18.8%50.3%
Category averageNANA15.4%NA
Rank with in category201550NA
Understand terms

Peer Comparison

Equity, Flexi Cap fundsRating1Y3YFund Size(Cr)
5
28.0%24.1%4,531.48
4
20.8%22.2%66,225.06
4
18.4%17.0%18,251.58
5
21.9%16.7%82,441.08
4
12.8%12.7%2,354.86

Holdings (66)

NameSectorInstrumentAssets
FinancialEquity7.99%
FinancialEquity7.11%
TechnologyEquity4.43%
EnergyEquity4.19%
ConstructionEquity3.58%
CommunicationEquity3.30%
FinancialEquity2.85%
HealthcareEquity2.58%
TechnologyEquity2.39%
ServicesEquity2.27%
ConstructionEquity2.23%
Consumer StaplesEquity2.20%
FinancialEquity2.17%
ConstructionEquity1.93%
ServicesEquity1.65%
TechnologyEquity1.63%
FinancialEquity1.56%
HealthcareEquity1.54%
ServicesEquity1.50%
FinancialEquity1.46%
FinancialEquity1.43%
Consumer DiscretionaryEquity1.42%
FinancialEquity1.38%
HealthcareEquity1.36%
EnergyEquity1.33%
HealthcareEquity1.29%
Consumer StaplesEquity1.27%
AutomobileEquity1.26%
FinancialEquity1.23%
FinancialEquity1.22%
ServicesEquity1.15%
ServicesEquity1.15%
ServicesEquity1.15%
HealthcareEquity1.09%
CommunicationEquity1.03%
ChemicalsEquity1.02%
ServicesEquity1.00%
ServicesEquity0.99%
Consumer DiscretionaryEquity0.99%
Consumer StaplesEquity0.98%
ConstructionEquity0.95%
AutomobileEquity0.93%
FinancialEquity0.92%
Capital GoodsEquity0.91%
Consumer StaplesEquity0.88%
ServicesEquity0.87%
FinancialEquity0.87%
Consumer StaplesEquity0.84%
EnergyEquity0.83%
ConstructionEquity0.77%
Capital GoodsEquity0.63%
HealthcareEquity0.62%
EnergyEquity0.62%
Consumer StaplesEquity0.59%
Consumer StaplesEquity0.59%
AutomobileEquity0.52%
InsuranceEquity0.52%
TechnologyEquity0.51%
EnergyEquity0.49%
AutomobileEquity0.48%
Consumer DiscretionaryEquity0.40%
Capital GoodsEquity0.36%
AutomobileEquity0.36%
EnergyEquity0.32%
ConstructionEquity0.26%
Capital GoodsEquity0.24%
See All

Pros and cons

Category: Equity Flexi Cap

Pros

Lower expense ratio: 0.6%

Cons

1Y annualised returns lower than category average by 1.13%

Expense ratio, exit load and tax

Expense ratio: 0.60%

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

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Bharath S.
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
NA
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,

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