Sundaram Flexicap Fund Regular Growth

Equity: Flexi Cap Open Ended Scheme
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NAV
₹ 14.2161 ₹ -0.23 (-1.62 %)
as on 20-12-2024
Asset Size (AUM)
2,106.04 Cr
Launch Date
Sep 06, 2022
Invest in this scheme
Investment Objective
The scheme seeks to generate capital appreciation by dynamically investing in a mix of equity and equity related instruments across market capitalization.
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in Sep 06, 2022
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16.56

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
N/A
Expense Ratio
2.01%
Volatility
8.4 %
Fund House
Sundaram Mutual Fund
Fund Manager
Ravi Gopalakrishnan, Dwijendra Srivastava, Sudhir Kedia, Rohit Seksaria
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)
Entry Load
Not applicable
Exit Load
W.E.F Sep 06, 2022-Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. Any redemptions or withdrawals by way of SWP in excess of the above mentioned limit would be subject to an exit load of 1 % of the applicable NAV will be charged, if the units are redeemed within 365 days from the date of allotment of units. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. Further, exit load will be waived on Intra-scheme and Inter scheme Switch outs/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Other Schemes of the Same Category
Sundaram Flexicap Fund Regular Growth
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Invesco India Flexi Cap Fund - Growth
JM Flexicap Fund (Regular) - Growth option
BANK OF INDIA Flexi Cap Fund Regular Plan -Growth
HSBC Flexi Cap Fund - Regular Growth
Helios Flexi Cap Fund - Regular Plan - Growth Option
ITI Flexi Cap Fund- Regular Plan- Growth
360 ONE FLEXICAP FUND-REGULAR PLAN- GROWTH
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Performance

Scheme Performance (%)

Data as on - 20-12-2024

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Sundaram Flexicap Fund Regular Growth 06-09-2022 17.29 18.03 0.0 0.0 0.0
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option 08-04-2014 46.15 35.02 24.01 18.26 15.44
Invesco India Flexi Cap Fund - Growth 05-02-2022 38.04 32.8 0.0 0.0 0.0
JM Flexicap Fund (Regular) - Growth option 23-09-2008 37.15 35.02 27.76 24.06 17.33
BANK OF INDIA Flexi Cap Fund Regular Plan -Growth 05-06-2020 34.31 33.35 23.82 0.0 0.0
HSBC Flexi Cap Fund - Regular Growth 24-02-2004 32.23 28.87 19.49 20.1 13.4
Helios Flexi Cap Fund - Regular Plan - Growth Option 13-11-2023 32.07 0.0 0.0 0.0 0.0
ITI Flexi Cap Fund- Regular Plan- Growth 17-02-2023 29.98 0.0 0.0 0.0 0.0
360 ONE FLEXICAP FUND-REGULAR PLAN- GROWTH 04-06-2023 29.9 0.0 0.0 0.0 0.0
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option 05-01-2015 29.64 26.22 19.83 20.11 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings