Sundaram Flexi Cap Fund Regular IDCW

Equity
Flexi Cap
Very High Risk
1M
6M
1Y
All
NAV: 01 Mar 2024₹12.69
Min. SIP amountNot Supported
RatingNA
Fund size₹2,066.42Cr

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 returns7.5%13.3%30.5%26.9%
Category averageNANA37.9%NA
Rank with in category696163NA
Understand terms

Holdings (64)

NameSectorInstrumentAssets
FinancialEquity7.95%
EnergyEquity7.57%
FinancialEquity4.88%
TechnologyEquity4.80%
ConstructionEquity3.41%
ConstructionEquity2.51%
HealthcareEquity2.47%
Consumer StaplesEquity2.35%
FinancialEquity2.22%
TechnologyEquity2.17%
See All

Expense ratio, exit load and tax

Expense ratio: 1.99%

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 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

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

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

Rohit Seksaria
Aug 2022 - Present
View details

Education
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Also manages these schemes

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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