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

Sundaram Flexi Cap Fund (Growth)

OtherOther

10.2986

NAV (Dec 02)

3%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

10.2986

NAV (Dec 2)

Fund Returns

Last 1Y

NA

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

3%

6 Month CAGR

NA

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

2.07

Launched (0y ago)

Sep 06, 2022

AUM in Crores

1842.092

ISIN

INF903JA1LB8

Lock-in

No Lock-in

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

0

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

Sudhir Kedia

Fund Manager

Ravi Gopalakrishnan

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-12-02

Top Stock Holdings

treps

29.7%
29.7%

reliance industries ltd

6.9%
6.9%

icici bank ltd

5.4%
5.4%

housing development finance corp ltd

4%
4%

hdfc bank ltd

3.8%
3.8%
See all holdings

Allocation by Sector

financial services

29.3%
29.3%

industrials

10.6%
10.6%

consumer cyclical

8.5%
8.5%

energy

6.9%
6.9%

technology

4.8%
4.8%
See all sectors

Compare Sundaram Flexi Cap Fund (Growth)

Fund NameFund Size
Principal Retirement Sav Conservative fund (G)
Principal Retirement Sav Conservative fund (G)

₹ 1 cr

₹ 148 cr

₹ 14 cr

₹ 5 cr

₹ 14 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 57,917 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,235 debt and 49 hybrid funds.

amc-img

  • 044-28583362
  • customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    12.7%

    8.4%

    13.8%

    11.7%

    12.3%

    14.1%

    12.2%

    7.4%

    11.9%

    13.7%

    Sundaram Flexi Cap Fund (G) Review

    Sundaram Flexi Cap Fund (G) is a Other Other fund and has delivered an annualised return of 3% over a period of 0 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Ravi Gopalakrishnan, Sudhir Kedia.

    Nav of Sundaram Flexi Cap Fund (G) as of 12/2/2022 is ₹10.30 with the total AUM as of 12/4/2022 is ₹1842.092. 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 ₹0 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.

    Frequently Asked Questions

    What is Sundaram Flexi Cap Fund (G)?

    Sundaram Flexi Cap Fund (G) is a Other Other scheme predominantly investing across Other stocks 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 ₹0. 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 2.07% for regular plan.