Sundaram Flexicap Fund Regular Growth
Category: Equity: Flexi Cap
Launch Date: 06-09-2022
AUM:
₹ 2,055.56 Cr
Expense Ratio
2.03%
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 | 6.36 | - | - |
| NIFTY 500 TRI | 3.41 | 20.75 | 22.88 |
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
14.8908
Last change
-0.01 (-0.0342%)
Fund Size (AUM)
₹ 2,055.56 Cr
Performance
15.04% (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/- | 9.42 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 8.1 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.71 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.4 |
| TREPS | 3.33 |
| INFOSYS LIMITED EQ FV RS 5 | 3.17 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.15 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.03 |
| ITC LIMITED EQ NEW FV RE.1/- | 2.93 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 2.91 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 34.01 |
| Fast Moving Consumer Goods | 7.14 |
| Healthcare | 7.06 |
| Automobile and Auto Components | 7.02 |
| Oil, Gas & Consumable Fuels | 7.01 |
| Information Technology | 6.13 |
| Capital Goods | 4.26 |
| Construction Materials | 4.12 |
| Consumer Services | 3.59 |
| Construction | 3.4 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Flexicap Fund Reg Gr | 0.0 |
| Motilal Oswal Flexi Cap Fund Reg Gr | 21.01 |
| Parag Parikh Flexi Cap Reg Gr | 25.27 |
| HDFC Flexi Cap Gr | 29.19 |
| Tata Flexi Cap Reg Gr | 19.34 |
| Invesco India Flexi Cap Fund Gr | 0.0 |
| WhiteOak Capital Flexi Cap Fund Reg Gr | 0.0 |
| UTI Flexi Cap Gr | 18.04 |
| ABSL Flexi Cap Gr Reg | 22.18 |
| PGIM India Flexi Cap Reg Gr | 21.54 |