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3 Year return

0
Launched on August 2022 (3 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

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Based on past performance of this fund

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Your Investment ₹3,00,000
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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

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If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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.

Ratings

ARQ Rating
0

Ratings by other agencies

0
0
0

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

Holdings
Top Holdings% of Asset
HDFC Bank Ltd8.05%
Reliance Industries Ltd7.58%
ICICI Bank Ltd5.31%
Infosys Ltd4.00%
Others75.06%
Other Holdings% of Asset
State Bank of India2.79%
Bharti Airtel Ltd2.66%
Triveni Turbine Ltd2.39%
Interglobe Aviation Ltd2.38%
Sun Pharmaceutical Industries Ltd2.36%
ITC Ltd2.26%
Axis Bank Ltd2.21%
Bajaj Finance Ltd2.12%
Tata Consultancy Services Ltd2.12%
Avenue Supermarts Ltd2.11%
UltraTech Cement Ltd1.97%
Maruti Suzuki India Ltd1.87%
IndusInd Bank Ltd1.71%
Pidilite Industries Ltd1.70%
Tata Motors Ltd1.51%
Cholamandalam Investment & Finance Company Ltd1.51%
Hindustan Unilever Ltd1.47%
Cipla Ltd1.39%
Tech Mahindra Ltd1.36%
NTPC Ltd1.32%
Titan Company Ltd1.30%
Blue Star Ltd1.27%
Tata Steel Ltd1.26%
Dr Reddys Laboratories Ltd1.24%
Aurobindo Pharma Ltd1.23%
Info Edge (India) Ltd1.20%
Canara Bank1.20%
Nestle India Ltd1.18%
ICRA Ltd1.15%
Adani Ports & Special Economic Zone Ltd1.09%
Metropolis Healthcare Ltd1.09%
Max Financial Services Ltd1.08%
Multi Commodity Exchange of India Ltd1.07%
NIIT Learning Systems Ltd1.07%
Prudent Corporate Advisory Services Ltd0.97%
Dalmia Bharat Ltd0.95%
Firstsource Solutions Ltd0.94%
Kotak Mahindra Bank Ltd0.84%
Asian Paints Ltd0.83%
Gillette India Ltd0.82%
Bharti Hexacom Ltd0.81%
Power Grid Corporation of India Ltd0.80%
Federal Bank Ltd0.76%
Eternal Ltd0.68%
Cummins India Ltd0.68%
Jubilant Foodworks Ltd0.62%
Union Bank of India0.61%
United Breweries Ltd0.61%
Tata Technologies Ltd0.60%
TCI Express Ltd0.51%
Alkem Laboratories Ltd0.50%
Butterfly Gandhimathi Appliances Ltd0.47%
S J S Enterprises Ltd0.43%
Arman Financial Services Ltd0.36%
Polycab India Ltd0.35%
LTIMindtree Ltd0.31%
Cohance Lifesciences Ltd0.27%
Kesoram Industries Ltd0.21%
Jio Financial Services Ltd0.19%

Sundaram Mutual Fund Managers

SK

Sudhir Kedia

Fund Manager since Aug 2022

View Details

Fund House Details

Sundaram Mutual Fund

Sundaram Mutual Fund Asset management company

AUM ₹56,666.82 Cr.
No. of Schemes 124
Setup Date 1996

Peer Comparison

Comparison with other similar funds

Schemes by Sundaram Mutual Fund

List of mutual fund schemes by AMC

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

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
Email 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.

Diversify Your Portfolio and Manage Risk with SIPs in Mutual Funds

Mutual funds offer diversification by pooling your money with other investors and spreading it across various companies. SIPs in mutual funds allow you to benefit from this diversification while making regular investments. Use the SIP investment calculator to estimate the potential growth of your investment over your chosen time frame.

FAQs

What is today's NAV of Sundaram Flexicap Fund Direct Plan IDCW Reinvestment?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Sundaram Flexicap Fund Direct Plan IDCW Reinvestment on May 29 2024, is ₹13.4147

What is the AUM of Sundaram Flexicap Fund Direct Plan IDCW Reinvestment?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Sundaram Flexicap Fund Direct Plan IDCW Reinvestment, is ₹2121.43 crore.

What is the expense ratio of Sundaram Flexicap Fund Direct Plan IDCW Reinvestment?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Sundaram Flexicap Fund Direct Plan IDCW Reinvestment is 0.46%

What are the returns of Sundaram Flexicap Fund Direct Plan IDCW Reinvestment since inception?

The Sundaram Flexicap Fund Direct Plan IDCW Reinvestment was launched on Aug 16 2022. The fund has delivered a CAGR of 19.03 since inception.

What is the minimum SIP amount to invest in Sundaram Flexicap Fund Direct Plan IDCW Reinvestment?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Sundaram Flexicap Fund Direct Plan IDCW Reinvestment is ₹100.

How do I invest in Sundaram Flexicap Fund Direct Plan IDCW Reinvestment?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Sundaram Flexicap Fund Direct Plan IDCW Reinvestment?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Sundaram Flexicap Fund Direct Plan IDCW Reinvestment?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Sundaram Flexicap Fund Direct Plan IDCW Reinvestment?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

FAQs

What is today's NAV of Sundaram Flexicap Fund Direct Plan IDCW Reinvestment?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Sundaram Flexicap Fund Direct Plan IDCW Reinvestment on May 29 2024, is ₹13.4147

What is the AUM of Sundaram Flexicap Fund Direct Plan IDCW Reinvestment?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Sundaram Flexicap Fund Direct Plan IDCW Reinvestment, is ₹2121.43 crore.

What is the expense ratio of Sundaram Flexicap Fund Direct Plan IDCW Reinvestment?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Sundaram Flexicap Fund Direct Plan IDCW Reinvestment is 0.46%

What are the returns of Sundaram Flexicap Fund Direct Plan IDCW Reinvestment since inception?

The Sundaram Flexicap Fund Direct Plan IDCW Reinvestment was launched on Aug 16 2022. The fund has delivered a CAGR of 19.03 since inception.

What is the minimum SIP amount to invest in Sundaram Flexicap Fund Direct Plan IDCW Reinvestment?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Sundaram Flexicap Fund Direct Plan IDCW Reinvestment is ₹100.

How do I invest in Sundaram Flexicap Fund Direct Plan IDCW Reinvestment?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Sundaram Flexicap Fund Direct Plan IDCW Reinvestment?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Sundaram Flexicap Fund Direct Plan IDCW Reinvestment?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Sundaram Flexicap Fund Direct Plan IDCW Reinvestment?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.