1M
6M
1Y
All
| NAV: 31 Mar 2025 | ₹14.17 |
| Min. SIP amount | ₹100 |
| Rating | NA |
| Fund size | ₹1,834.06Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
3 months
6 months
1 year
Total investment of ₹15,000
Would have become ₹15,017 (+0.11%)
Holdings (64)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 9.41% |
ICICI Bank Ltd. | Financial | Equity | 7.56% |
Infosys Ltd. | Technology | Equity | 4.62% |
Reliance Industries Ltd. | Energy | Equity | 4.46% |
Larsen & Toubro Ltd. | Construction | Equity | 3.49% |
Bharti Airtel Ltd. | Communication | Equity | 3.06% |
State Bank of India | Financial | Equity | 2.99% |
Interglobe Aviation Ltd. | Services | Equity | 2.66% |
Ultratech Cement Ltd. | Construction | Equity | 2.32% |
Tata Consultancy Services Ltd. | Technology | Equity | 2.24% |
Axis Bank Ltd. | Financial | Equity | 2.22% |
ITC Ltd. | Consumer Staples | Equity | 2.09% |
Maruti Suzuki India Ltd. | Automobile | Equity | 2.08% |
Indusind Bank Ltd. | Financial | Equity | 1.86% |
Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.76% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.75% |
Info Edge (India) Ltd. | Services | Equity | 1.60% |
Bajaj Finance Ltd. | Financial | Equity | 1.53% |
Aurobindo Pharma Ltd. | Healthcare | Equity | 1.50% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.46% |
Tech Mahindra Ltd. | Technology | Equity | 1.45% |
Blue Star Ltd. | Consumer Discretionary | Equity | 1.37% |
ICRA Ltd. | Services | Equity | 1.33% |
Triveni Turbine Ltd. | Construction | Equity | 1.32% |
Bata India Ltd. | Consumer Staples | Equity | 1.30% |
Metropolis Healthcare Ltd. | Healthcare | Equity | 1.19% |
Cipla Ltd. | Healthcare | Equity | 1.14% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 1.14% |
Eternal Ltd. | Services | Equity | 1.05% |
UPL Ltd. | Chemicals | Equity | 1.04% |
Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 1.02% |
Adani Ports and Special Economic Zone Ltd. | Services | Equity | 1.02% |
Dalmia Bharat Ltd. | Construction | Equity | 1.01% |
Pidilite Industries Ltd. | Chemicals | Equity | 1.01% |
Tata Consumer Products Ltd. | Consumer Staples | Equity | 1.01% |
Force Motors Ltd. | Automobile | Equity | 1.00% |
United Spirits Ltd. | Consumer Staples | Equity | 0.95% |
PNB Housing Finance Ltd. | Financial | Equity | 0.94% |
Swiggy Ltd. | Services | Equity | 0.93% |
PI Industries Ltd. | Chemicals | Equity | 0.92% |
NTPC Ltd. | Energy | Equity | 0.89% |
Jubilant FoodWorks Ltd. | Services | Equity | 0.88% |
Delhivery Ltd. | Services | Equity | 0.86% |
Praj Industries Ltd. | Capital Goods | Equity | 0.85% |
Tata Motors Ltd. | Automobile | Equity | 0.85% |
The Federal Bank Ltd. | Financial | Equity | 0.84% |
GE Vernova T&D India Ltd. | Capital Goods | Equity | 0.80% |
Computer Age Management Services Ltd. | Services | Equity | 0.67% |
Oil India Ltd. | Energy | Equity | 0.67% |
Titan Company Ltd. | Consumer Discretionary | Equity | 0.64% |
Kajaria Ceramics Ltd. | Construction | Equity | 0.63% |
Apollo Tyres Ltd. | Automobile | Equity | 0.61% |
GAIL (India) Ltd. | Energy | Equity | 0.55% |
Affle (India) Ltd. | Technology | Equity | 0.50% |
Hyundai Motor India Ltd. | Automobile | Equity | 0.50% |
Prudent Corporate Advisory Services Ltd. | Financial | Equity | 0.48% |
Neuland Laboratories Ltd. | Healthcare | Equity | 0.48% |
ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 0.47% |
Max Financial Services Ltd. | Financial | Equity | 0.46% |
Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.43% |
Schaeffler India Ltd. | Capital Goods | Equity | 0.35% |
Butterfly Gandhimathi Appliances Ltd. | Consumer Discretionary | Equity | 0.28% |
United Breweries Ltd. | Consumer Staples | Equity | 0.23% |
Mankind Pharma Ltd. | Healthcare | Equity | 0.17% |
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
Absolute returns
| 3M | 6M | 1Y | All | |
|---|---|---|---|---|
| Fund returns | -4.4% | -9.1% | 8.2% | 41.7% |
| Category average | NA | NA | 6.6% | NA |
| Rank with in category | 29 | 14 | 45 | NA |
Understand terms
Peer Comparison
| Equity, Flexi Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
HDFC Flexi Cap Direct Plan Growth | 5 | 15.7% | 23.1% | 64,124.15 |
JM Flexicap Fund Direct Plan Growth | 5 | 8.8% | 22.4% | 4,899.24 |
Franklin India Flexi Cap Fund Direct Growth | 4 | 9.9% | 17.9% | 16,139.31 |
Parag Parikh Flexi Cap Fund Direct Growth | 5 | 14.7% | 17.8% | 88,004.52 |
Union Flexi Cap Fund Direct Growth | 4 | 5.1% | 14.1% | 1,994.95 |
Expense ratio, exit load and tax
Expense ratio: 0.80%
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
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,
Website
www.karvymfs.comCompare funds
Sundaram Flexi Cap Fund Direct Growth
VS
Add mutual fund to compare
Vaishnavi Tech Park, South Tower, 3rd Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
Karnataka
Contact Us
MOST POPULAR ON GROWWVERSION - 5.9.1
STOCK MARKET INDICES: S&P BSE SENSEX | S&P BSE 100 | NIFTY 100 | NIFTY 50 | NIFTY MIDCAP 100 | NIFTY BANK | NIFTY NEXT 50
POPULAR MUTUAL FUNDS: QUANT SMALL CAP FUND | ICICI PRUDENTIAL COMMODITIES FUND | NIPPON INDIA SMALL CAP FUND | PARAG PARIKH FLEXI CAP FUND | GROWW NIFTY TOTAL MARKET INDEX FUND | SBI SMALL MIDCAP FUND | TATA DIGITAL INDIA FUND | AXIS SMALL CAP FUND | ICICI PRUDENTIAL TECHNOLOGY FUND | HDFC INDEX FUND SENSEX PLAN | HDFC SMALL CAP FUND | AXIS EQUITY FUND | CANARA ROBECO SMALL CAP FUND | TATA SMALL CAP FUND | UTI NIFTY FUND
MUTUAL FUNDS COMPANIES: GROWWMF | SBI | AXIS | HDFC | UTI | NIPPON INDIA | ICICI PRUDENTIAL | TATA | KOTAK | DSP | CANARA ROBECO | SUNDARAM | MIRAE ASSET | IDFC | FRANKLIN TEMPLETON | PPFAS | MOTILAL OSWAL | INVESCO | EDELWEISS | ADITYA BIRLA SUN LIFE | LIC | HSBC | NAVI | QUANTUM | UNION | ITI | MAHINDRA MANULIFE | 360 ONE | BOI | TAURUS | JM FINANCIAL | PGIM | SHRIRAM | BARODA BNP PARIBAS | QUANT | WHITEOAK CAPITAL | TRUST | SAMCO | NJ