Sundaram Flexicap Fund Regular Growth
Category: Equity: Flexi Cap
Launch Date: 06-09-2022
AUM:
₹ 2,121.43 Cr
Expense Ratio
2.0%
Benchmark
NIFTY 500 TRI
ISIN
INF903JA1LB8
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
250
Fund Manager
Ravi Gopalakrishnan, Dwijendra Srivastava, Sudhir Kedia, Rohit Seksaria
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Flexicap Fund Regular Growth | 25.91 | - | - |
| NIFTY 500 TRI | 35.04 | 19.63 | 18.84 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
12.7947
Last change
0.05 (0.3845%)
Fund Size (AUM)
₹ 2,121.43 Cr
Performance
15.67% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks to generate capital appreciation by dynamically investing in a mix of equity and equity related instruments across market capitalization.
Fund Manager
Ravi Gopalakrishnan, Dwijendra Srivastava, Sudhir Kedia, Rohit Seksaria
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC Bank Ltd. | 8.05 |
| Reliance Industries Ltd. | 7.58 |
| ICICI Bank Ltd. | 5.31 |
| Infosys Ltd. | 4.0 |
| Larsen & Toubro Ltd. | 3.43 |
| State Bank of India | 2.79 |
| Bharti Airtel Ltd. | 2.66 |
| Triveni Turbine Ltd. | 2.39 |
| Interglobe Aviation Ltd. | 2.38 |
| Sun Pharmaceutical Industries Ltd. | 2.36 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 29.71 |
| Services | 13.42 |
| Energy | 9.7 |
| Healthcare | 8.08 |
| Technology | 7.79 |
| Consumer Staples | 6.34 |
| Construction | 5.82 |
| Materials | 3.96 |
| Automobile | 3.81 |
| Communication | 3.47 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Flexicap Fund Reg Gr | 0.0 |
| JM Flexi Cap Gr | 24.42 |
| BANK OF INDIA Flexi Cap Reg Gr | 0.0 |
| Quant Flexi Cap Gr | 31.86 |
| Motilal Oswal Flexi Cap Fund Reg Gr | 14.8 |
| ITI Flexi Cap Fund Reg Gr | 0.0 |
| Invesco India Flexi Cap Fund Gr | 0.0 |
| Franklin India Flexi Cap Gr | 20.09 |
| Shriram Flexi Cap Reg Gr | 15.27 |
| HDFC Flexi Cap Gr | 20.6 |