Sundaram Flexicap Fund Regular Growth
Category: Equity: Flexi Cap
Launch Date: 06-09-2022
AUM:
₹ 2,107.86 Cr
Expense Ratio
2.0%
Benchmark
NIFTY 500 TRI
ISIN
INF903JA1LB8
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
FM1 - Sudhir Kedia; FM2- Mr. Bharath S; FM3 - Mr. Dwijendra Srivastava (Debt); FM4- Mr. Pathanjali Srinivasan;
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Flexicap Fund Regular Growth | 2.15 | - | - |
| NIFTY 500 TRI | -2.55 | 16.27 | 21.42 |
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
14.676
Last change
-0.11 (-0.7482%)
Fund Size (AUM)
₹ 2,107.86 Cr
Performance
14.09% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
An open ended scheme investing in a dynamic mix of equity and equity related instruments across large cap, midcap and small cap stocks
Fund Manager
FM1 - Sudhir Kedia; FM2- Mr. Bharath S; FM3 - Mr. Dwijendra Srivastava (Debt); FM4- Mr. Pathanjali Srinivasan;
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 9.46 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 7.89 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.86 |
| TREPS | 4.04 |
| Sundaram Liquid Fund - Direct Growth | 3.56 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.47 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.31 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.2 |
| INFOSYS LIMITED EQ FV RS 5 | 3.17 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.1 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 32.87 |
| Fast Moving Consumer Goods | 7.33 |
| Healthcare | 7.04 |
| Oil, Gas & Consumable Fuels | 6.42 |
| Automobile and Auto Components | 5.36 |
| Consumer Services | 5.27 |
| Information Technology | 4.7 |
| Capital Goods | 4.08 |
| Construction Materials | 3.67 |
| Construction | 3.31 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Flexicap Fund Reg Gr | 0.0 |
| Parag Parikh Flexi Cap Reg Gr | 23.65 |
| Motilal Oswal Flexi Cap Fund Reg Gr | 19.62 |
| Invesco India Flexi Cap Fund Gr | 0.0 |
| HDFC Flexi Cap Gr | 28.42 |
| WhiteOak Capital Flexi Cap Fund Reg Gr | 0.0 |
| Bajaj Finserv Flexi Cap Fund Reg Gr | 0.0 |
| Axis Flexi Cap Reg Gr | 17.32 |
| UTI Flexi Cap Gr | 16.86 |
| Helios Flexi Cap Fund Reg Gr | 0.0 |