- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Flexi Cap Fund Direct (Growth)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 12.9677
NAV (Apr 18)
Fund Returns
Last 1Y | 31.4% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 17.5% |
6 Month CAGR | 12.1% |
Scheme Information
To generate capital appreciation by dynamically investing in a mix of equity and equity related instruments across market capitalization (i.e.,large,mid and small cap stocks).
Expense Ratio | 0.46 |
Launched (2y ago) | Sep 06, 2022 |
AUM in Crores | 2084.210 |
ISIN | INF903JA1LE2 |
Lock-in | No Lock-in |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Flexi Cap Fund Direct (Growth) | 16,77,344 | 9,44,732 | 31.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
reliance industries ltd
7.7%hdfc bank ltd
7.6%icici bank ltd
4.9%infosys ltd
4.8%larsen & toubro ltd
3.4%Allocation by Sector
financial services
32.4%technology
11.4%industrials
11.2%consumer defensive
9.3%healthcare
8.5%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12.6% | 8.7% | ||
22.6% | 20.4% | ||
5.1% | 4.8% | ||
21.3% | 12.8% | ||
19.7% | % |
Sundaram Flexi Cap Fund Direct (G) Review
Sundaram Flexi Cap Fund Direct (G) is a Other Equity fund and has delivered an annualised return of 17.5% over a period of 1 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Ravi Gopalakrishnan, Rohit Seksaria, Sudhir Kedia.
Nav of Sundaram Flexi Cap Fund Direct (G) as of 4/18/2024 is ₹12.97 with the total AUM as of 4/19/2024 is ₹2084.21. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Flexi Cap Fund Direct (G) was launched on Sep 06, 2022. The category risk of the fund is Very High Risk.
The minimum SIP amount for Sundaram Flexi Cap Fund Direct (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Sundaram Flexi Cap Fund Direct (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 500 TR INR.
Sundaram Flexi Cap Fund Direct (G) is rated as a 0 fund in Equity and delivered 31.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Flexi Cap Fund Direct (G).
Frequently Asked Questions
What is Sundaram Flexi Cap Fund Direct (G)?
How to invest in Sundaram Flexi Cap Fund Direct (G)?
You can invest in Sundaram Flexi Cap Fund Direct (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Sundaram Flexi Cap Fund Direct (G)?
The minimum sip amount for Sundaram Flexi Cap Fund Direct (G) is ₹1000. You can invest in multiples of ₹5000.
Is Sundaram Flexi Cap Fund Direct (G) good to invest in?
As per Scripbox experts, Sundaram Flexi Cap Fund Direct (G) is a Not Reviewed Yet fund. You can investSundaram Flexi Cap Fund Direct (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Sundaram Flexi Cap Fund Direct (G)?
The expense ratio of the Sundaram Flexi Cap Fund Direct (G) is 0.46% for regular plan.