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3 Year return
0Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹2121.43 Cr.
Expense Ratio
0.46% (inclusive of GST)
Exit Load
If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
| Other Holdings | % of Asset |
|---|---|
| St Bk of India | 2.79 % |
| Bharti Airtel | 2.66 % |
| Triveni Turbine | 2.39 % |
| Interglobe Aviat | 2.38 % |
| Sun Pharma.Inds. | 2.36 % |
| ITC | 2.26 % |
| Axis Bank | 2.21 % |
| Bajaj Finance | 2.12 % |
| TCS | 2.12 % |
| Avenue Super. | 2.11 % |
| UltraTech Cem. | 1.97 % |
| Maruti Suzuki | 1.87 % |
| IndusInd Bank | 1.71 % |
| Pidilite Inds. | 1.7 % |
| Tata Motors | 1.51 % |
| Cholaman.Inv.&Fn | 1.51 % |
| Hind. Unilever | 1.47 % |
| Cipla | 1.39 % |
| Tech Mahindra | 1.36 % |
| NTPC | 1.32 % |
| Titan Company | 1.3 % |
| Blue Star | 1.27 % |
| Tata Steel | 1.26 % |
| Dr Reddy's Labs | 1.24 % |
| Aurobindo Pharma | 1.23 % |
| Info Edg.(India) | 1.2 % |
| Canara Bank | 1.2 % |
| Nestle India | 1.18 % |
| ICRA | 1.15 % |
| Adani Ports | 1.09 % |
| TREPS | 1.09 % |
| Metropolis Healt | 1.09 % |
| Max Financial | 1.08 % |
| Multi Comm. Exc. | 1.07 % |
| NIIT Learning | 1.07 % |
| Prudent Corp. | 0.97 % |
| Dalmia BharatLtd | 0.95 % |
| Firstsour.Solu. | 0.94 % |
| Kotak Mah. Bank | 0.84 % |
| Asian Paints | 0.83 % |
| Gillette India | 0.82 % |
| Bharti Hexacom | 0.81 % |
| Power Grid Corpn | 0.8 % |
| Federal Bank | 0.76 % |
| Zomato Ltd | 0.68 % |
| Cummins India | 0.68 % |
| Jubilant Food. | 0.62 % |
| Union Bank (I) | 0.61 % |
| United Breweries | 0.61 % |
| Tata Technolog. | 0.6 % |
| TCI Express | 0.51 % |
| Alkem Lab | 0.5 % |
| Butterfly Gan Ap | 0.47 % |
| SJS Enterprises | 0.43 % |
| Arman Financial | 0.36 % |
| Polycab India | 0.35 % |
| LTIMindtree | 0.31 % |
| Suven Pharma | 0.27 % |
| Kesoram Inds. | 0.21 % |
| Jio Financial | 0.19 % |
| Net CA & Others | -0.22 % |
Sundaram Mutual Fund Managers
SK
Sudhir Kedia
Fund Manager since Aug 2022
Fund House Details
Sundaram Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
JM Flexicap Fund Direct IDCW Payout |
30.78% |
2.5 |
|
Quant Flexi Cap Fund IDCW Direct Plan Payout |
29.21% |
0 |
|
Franklin India Flexi Cap Fund Direct IDCW Payout |
22.68% |
4 |
Schemes by Sundaram Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Reinvestment
About Sundaram Flexicap Fund Direct Growth
Sundaram Flexicap Fund, managed by Sundaram Mutual Fund, falls within the flexi-cap funds category, offering investors the flexibility to invest across market capitalisations. This direct plan features the Growth scheme, aiming to provide potential capital appreciation by investing in a diversified portfolio of equities across different sectors and market segments. The fund's strategy adapts to market trends, aiming to optimise returns. The fund also has a much lower expense ratio than the category average.
Investment Objective of the Scheme
The scheme's primary objective is to offer investors growth potential through a flexible approach to investing in equities across market caps. Sundaram Flexicap Fund Direct Growth achieves this by actively allocating its portfolio based on market conditions, aiming to capture opportunities across different sectors and industries. The fund's strategy focuses on delivering competitive returns over the long term.
Key Features of The Fund
| 5-year return | NA |
| Expense Ratio | 0.46% |
| Fund Manager | Sudhir Kedia |
| Fund Size | ₹2121.43 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
If you're seeking growth potential through a diversified portfolio that spans various market capitalisations, Sundaram Flexicap Fund Direct Growth could be a suitable option. This fund caters to individuals looking for the flexibility to capitalise on opportunities across different sectors. However, keep in mind that the fund's allocation strategy can result in varying levels of exposure to different market segments. Prior to considering this fund, assess your investment goals, risk tolerance, and investment horizon. Consulting financial experts can offer tailored advice for well-informed decisions.
AMC Contact Details
| Name | Sundaram Mutual Fund |
| Launch Date | 1996 |
| Addresss | Sundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014 |
| Contact | 1860 425 7237, 044 2858 3362/3367, 044 2856 9900 |
| customerservices@sundarammutual.com | |
| Website | https://www.sundarammutual.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
