Sundaram Flexicap Fund Regular Growth
Category: Equity: Flexi Cap
Launch Date: 06-09-2022
AUM:
₹ 2,068.68 Cr
Expense Ratio
2.01%
Benchmark
NIFTY 500 TRI
ISIN
INF903JA1LB8
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
FM1- Mr. Bharath S; FM2 - Mr. Dwijendra Srivastava (Debt); FM3- Mr. Pathanjali Srinivasan
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Flexicap Fund Regular Growth | 2.71 | 14.82 | - |
| NIFTY 500 TRI | 1.13 | 16.66 | 20.42 |
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
14.8514
Last change
0 (0.0061%)
Fund Size (AUM)
₹ 2,068.68 Cr
Performance
13.63% (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- Mr. Bharath S; FM2 - Mr. Dwijendra Srivastava (Debt); FM3- Mr. Pathanjali Srinivasan
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 9.16 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 7.78 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.47 |
| TREPS | 4.02 |
| INFOSYS LIMITED EQ FV RS 5 | 3.33 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.31 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.09 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.08 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.07 |
| ITC LIMITED EQ NEW FV RE.1/- | 2.85 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 28.88 |
| Fast Moving Consumer Goods | 9.03 |
| Healthcare | 7.74 |
| Automobile and Auto Components | 7.23 |
| Oil, Gas & Consumable Fuels | 6.21 |
| Information Technology | 5.44 |
| Consumer Services | 5.16 |
| Capital Goods | 4.21 |
| Construction Materials | 3.82 |
| Construction | 3.31 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Flexicap Fund Reg Gr | 0.0 |
| Helios Flexi Cap Fund Reg Gr | 0.0 |
| HDFC Flexi Cap Gr | 29.05 |
| Parag Parikh Flexi Cap Reg Gr | 21.85 |
| Invesco India Flexi Cap Fund Gr | 0.0 |
| Kotak Flexi Cap Gr | 19.0 |
| Tata Flexi Cap Reg Gr | 16.74 |
| ICICI Pru Flexicap Gr | 0.0 |
| WhiteOak Capital Flexi Cap Fund Reg Gr | 0.0 |
| Mirae Asset Flexi Cap Fund Reg Gr | 0.0 |
