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NAV: 01 Sep 2025
₹176.52
Rating
2
Min. SIP amount
₹100
Fund size
₹1,099.54Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (25)
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Minimum investment amounts
| Min. for 1st investment | ₹300 |
| Min. for 2nd investment onwards | ₹300 |
| Min. for SIP | ₹100 |
Returns and rankings
Category: Equity Flexi Cap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | -3.9% | 14.2% | 19.8% | 14.7% |
| Category average | -3.6% | 15.4% | 19.0% | NA |
| Rank with in category | 61 | 52 | 29 | NA |
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Peer Comparison
| Equity, Flexi Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Invesco India Flexi Cap Fund Direct Growth | 5 | 4.2% | 24.4% | 3,425.76 |
HDFC Flexi Cap Direct Plan Growth | 5 | 5.5% | 23.0% | 80,642.30 |
Parag Parikh Flexi Cap Fund Direct Growth | 5 | 6.5% | 21.4% | 1,13,280.87 |
HSBC Flexi Cap Fund Direct Growth | 4 | -1.7% | 20.1% | 5,074.87 |
Franklin India Flexi Cap Fund Direct Growth | 4 | -2.3% | 19.1% | 18,987.94 |
Expense ratio, exit load and tax
Expense ratio: 1.30%
Inclusive of GST
Exit load
Exit load of 0.25% if redeemed within 7 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%.
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Check past data
Fund management
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
Ashwin JainOct 2024 - PresentView details
Ashwin Jain
Oct 2024 - Present
View details
Education
Mr. Jain is a B.E. and PGDM.
Experience
Prior to joining Sundaram Asset Management Company Ltd. He has worked with ICICI Prudential Asset Management Co. Ltd, HCL Technologies, Irevana and Merill Lynch.
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
NAWebsite
www.sundarammutual.com
Sundaram Mutual Fund
Asset Management Company
Custodian
Citibank NA
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.comPros and cons
Category: Equity Flexi Cap
Pros
5Y and 10Y annualised returns higher than category average
Higher alpha: 1.49
The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y
Lower expense ratio: 1.3%
Cons
Consistently lower annualised returns than category average for the past 1Y and 3Y
Low rating: 2
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Sundaram Focused Fund Direct Growth
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