Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 14.2081
NAV (Oct 28)
Last 1Y | 29.5% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 17.8% |
6 Month CAGR | 10.3% |
The scheme seeks to generate capital appreciation by dynamically investing in a mix of equity and equity related instruments across market capitalization.
Expense Ratio | 1.98% |
Launched 2Y ago | 2022-09-06 |
AUM in Crores | 2256.4 |
ISIN | INF903JA1LB8 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Sundaram Flexi Cap Fund (G) | 15,85,381 | 8,52,769 | 29.5% | |
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.
HDFC Bank Ltd.
7.8%Reliance Industries Ltd.
6.27%ICICI Bank Ltd.
5.45%Infosys Ltd.
4.91%Larsen & Toubro Ltd.
3.53%Financial
29.59%Services
11.79%Energy
8.97%Healthcare
8.49%Technology
7.8%Fund Name | Fund Size | |
---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 17,770 cr | ||
₹ 51,197 cr |
Sundaram Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
14.8% | 21.4% | ||
15.6% | 14.9% | ||
10% | 8.4% | ||
5.7% | 5% | ||
16% | 11.8% |
Sundaram Flexi Cap Fund (G) is a Flexi Cap Equity fund and has delivered an annualised return of 17.79% over 2 years. The fund has grown over a period of 2 years. The fund is managed by Sundaram Mutual Fund. The fund managers are Bharath S., Dwijendra Srivastava, Pathanjali Srinivasan, Ravi Gopalakrishnan, Rohit Seksaria, Sudhir Kedia.
Nav of Sundaram Flexi Cap Fund (G) as of 10/28/2024 is ₹14.21 with the total AUM as of 10/29/2024 is ₹2256.42. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Flexi Cap Fund (G) was launched on 2022-09-06.
The minimum SIP amount for Sundaram Flexi Cap Fund (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 (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 Total Return Index.
Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Flexi Cap Fund (G).
What is Sundaram Flexi Cap Fund (G)?
How to invest in Sundaram Flexi Cap Fund (G)?
You can invest in Sundaram Flexi Cap Fund (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 (G)?
The minimum sip amount for Sundaram Flexi Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
What is the expense ratio of the Sundaram Flexi Cap Fund (G)?
The expense ratio of the Sundaram Flexi Cap Fund (G) is 1.98% for regular plan.
What is the NAV of Sundaram Flexi Cap Fund (G)?
Today's Sundaram Flexi Cap Fund (G) NAV is ₹14.21.