• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Flexi Cap Fund (Growth)
Sundaram Mutual Fund

Sundaram Flexi Cap Fund (Growth)

EquityOther

13.0247

NAV (Apr 10)

18%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

13.0247

NAV (Apr 10)

Fund Returns

Last 1Y
34.2%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
18%
6 Month CAGR
14.9%

Scheme Information

Investment Objective

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
2.01
Launched (2y ago)
Sep 06, 2022
AUM in Crores
2084.210
ISIN
INF903JA1LB8
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
Fund Managers

Ravi Gopalakrishnan

Fund Manager

Rohit Seksaria

Fund Manager

Sudhir Kedia

Fund Manager

Dwijendra Srivastava

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Flexi Cap Fund (Growth)70%18,20,995 10,88,38334.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-04-10

Top Stock Holdings

reliance industries ltd

7.7%
7.7%

hdfc bank ltd

7.6%
7.6%

icici bank ltd

4.9%
4.9%

infosys ltd

4.8%
4.8%

larsen & toubro ltd

3.4%
3.4%
See all holdings

Allocation by Sector

financial services

32.4%
32.4%

technology

11.4%
11.4%

industrials

11.2%
11.2%

consumer defensive

9.3%
9.3%

healthcare

8.5%
8.5%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 21,301 cr

₹ 16,756 cr

₹ 14,147 cr

₹ 51,554 cr

₹ 40,653 cr

amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 72,537 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
phone-img044-28583362
Fund NameScripbox Opinion
Till Date CAGR

12.6%

8.8%

22.6%

21%

5.1%

4.8%

22.4%

13.2%

20.2%

%

Sundaram Flexi Cap Fund (G) Review

Sundaram Flexi Cap Fund (G) is a Other Equity fund and has delivered an annualised return of 18% 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 (G) as of 4/10/2024 is ₹13.02 with the total AUM as of 4/12/2024 is ₹2084.21. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Flexi Cap Fund (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 (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 TR INR.

Sundaram Flexi Cap Fund (G) is rated as a 0 fund in Equity and delivered 34.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Flexi Cap Fund (G).

Frequently Asked Questions

What is Sundaram Flexi Cap Fund (G)?

Sundaram Flexi Cap Fund (G) is a Other Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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.

Is Sundaram Flexi Cap Fund (G) good to invest in?

As per Scripbox experts, Sundaram Flexi Cap Fund (G) is a Not Reviewed Yet fund. You can investSundaram Flexi Cap Fund (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 (G)?

The expense ratio of the Sundaram Flexi Cap Fund (G) is 2.01% for regular plan.