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Sundaram Flexi Cap Fund Growth Direct Plan
NAV (Apr 26,2024)
Sundaram Flexi Cap Fund - Growth - Direct Plan is a mutual fund scheme offered by Sundaram Mutual Fund. It aims to provide long-term capital appreciation by investing in a diversified portfolio of stocks from different market capitalizations. The minimum investment required is INR 100, and there is no lock-in period. As of the establishment date of September 6, 2022, the scheme's assets under management stand at INR 2144.59. The expense ratio is 0.54, and the price-to-earnings ratio and price-to-book ratio are 38.17 and 7.15, respectively.
Sundaram Flexi Cap Fund Growth Direct Plan Latest Trend
- 1M
- 2M
- 3M
Sundaram Flexi Cap Fund Growth Direct Plan Latest Trend
Risk Ratios
- P/E Ratio38.17
- P/B Ratio7.15
- Alpha-0.02
- Beta0.94
- Sharpe0.14
- Sortino0.23
Fund Overview
0.54%
0%
No Lock-in
₹ 2144.59 Cr
SIP ₹100.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Apr 29, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 10,680.57 (6.81%) | ₹ 11,997.16 (19.97%) | ₹ 13,324.59 (33.25%) | ₹ -- (--) | ₹ -- (--) |
₹ 30,000 | ₹ 32,041.71 (6.81%) | ₹ 35,991.48 (19.97%) | ₹ 39,973.77 (33.25%) | ₹ -- (--) | ₹ -- (--) |
₹ 50,000 | ₹ 53,402.85 (6.81%) | ₹ 59,985.8 (19.97%) | ₹ 66,622.95 (33.25%) | ₹ -- (--) | ₹ -- (--) |
₹ 80,000 | ₹ 85,444.56 (6.81%) | ₹ 95,977.28 (19.97%) | ₹ 1,06,596.72 (33.25%) | ₹ -- (--) | ₹ -- (--) |
₹ 1,00,000 | ₹ 1,06,805.7 (6.81%) | ₹ 1,19,971.6 (19.97%) | ₹ 1,33,245.9 (33.25%) | ₹ -- (--) | ₹ -- (--) |
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Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- HDFC Bank Ltd8.95%
- Reliance Industries Ltd6.61%
- Infosys Ltd4.99%
- ICICI Bank Ltd4.55%
- Larsen & Toubro Ltd3.33%
- State Bank of India2.93%
- Ultratech Cement Ltd2.50%
- Triveni Turbine Ltd2.46%
- ITC Ltd2.37%
- Bajaj Finance Ltd2.22%
- Sun Pharmaceutical Industries Ltd2.11%
- Tata Consultancy Services Ltd2.08%
- Axis Bank Ltd2.06%
- IndusInd Bank Ltd1.89%
- Interglobe Aviation Ltd1.76%
- Hindustan UniLever Ltd1.74%
- Multi Commodity Exchange of India Ltd1.70%
- Maruti Suzuki India Ltd1.59%
- Cholamandalam Investment and Finance Company Ltd1.58%
- LTIMindtree Ltd1.41%
- Alkem Laboratories Ltd1.33%
- ICRA Ltd1.33%
- Titan Company Ltd1.32%
- United Breweries Ltd1.31%
- Ashok Leyland Ltd1.29%
- Can Fin Homes Ltd1.28%
- Nestle India Ltd1.24%
- NIIT Learning Systems Ltd1.23%
- Cipla Ltd1.22%
- Info Edge India Ltd1.20%
- Firstsource Solutions Ltd1.17%
- Dalmia Cement Bharat Ltd1.17%
- Tata Motors Ltd1.16%
- Dr Reddys Laboratories Ltd1.15%
- Aurobindo Pharma Ltd1.14%
- NTPC LTD1.12%
- Max Financial Services Ltd1.11%
- Metropolis Healthcare Ltd1.10%
- Tata Steel Ltd1.06%
- Bharti Airtel Ltd1.03%
- The Federal Bank Ltd1.03%
- S J S Enterprises Ltd1.02%
- Polycab India Ltd1.00%
- Canara Bank0.83%
- Asian Paints Ltd0.81%
- Blue Star Ltd0.80%
- Gillette India Ltd0.79%
- Tech Mahindra Ltd0.77%
- Avenue Supermarts Ltd0.76%
- Container Corporation of India Ltd0.75%
- Jubilant Foodworks Ltd0.75%
- Prudent Corporate Advisory Services Ltd0.75%
- TCI Express Ltd0.67%
- Tata Technologies Ltd0.66%
- MphasiS Ltd0.64%
- Power Grid Corporation of India Ltd0.62%
- ICICI Securities Ltd0.62%
- Jio Financial Services Ltd0.60%
- Butterfly Gandhimathi Appliances Ltd0.58%
- FSN E Commerce Ventures Ltd NYKAA0.58%
- Arman Financial Services Ltd0.52%
- Zee Entertainment Enterprises Ltd0.51%
- Kotak Mahindra Bank Ltd0.44%
- Sapphire Foods India Ltd0.44%
- Aditya Birla Fashion and Retail Ltd0.43%
- TREPS0.34%
- Suven Pharmaceuticals Ltd0.30%
- Cash and Other Net Current Assets-0.76%
- Bank - Private18.93%
- IT - Software11.77%
- Refineries6.61%
- Finance - NBFC4.32%
- Bank - Public3.76%
- Consumer Food2.43%
- BPO/ITeS2.37%
- Cigarettes/Tobacco2.37%
- Finance - Others1.85%
- Airlines1.76%
- Logistics1.42%
- Ratings1.33%
- Diamond & Jewellery1.32%
- Finance - Housing1.28%
- Retailing1.19%
- Auto Ancillary1.02%
- Cable1.00%
- Paints0.81%
- Air Conditioners0.80%
- e-Commerce0.58%
- Miscellaneous-0.42%
Holdings Analysis
Peer Comparison
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Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
Shriram Flexi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 30.63% |
HSBC Flexi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 25.29% |
ITI Flexi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 24.56% |
Invesco India Flexi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 20.44% |
WhiteOak Capital Flexi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 20.00% |
Mirae Asset Flexi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 18.20% |
DSP Flexi Cap Fund - Regular Plan - IDCW | EQUITY | Very High | 17.16% |
Mahindra Manulife Flexi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 16.34% |
Baroda BNP Paribas Flexi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 15.78% |
Navi Flexi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 11.67% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant Flexi Cap Fund - Growth | EQUITY | Very High | 60.69% |
Shriram Flexi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 44.12% |
WhiteOak Capital Flexi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 42.26% |
Invesco India Flexi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 40.57% |
Aditya Birla Sun Life Flexi Cap Fund - Growth | EQUITY | Very High | 39.01% |
Mahindra Manulife Flexi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 37.63% |
DSP Flexi Cap Fund - Regular Plan - IDCW | EQUITY | Very High | 37.43% |
Mirae Asset Flexi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 33.68% |
Baroda BNP Paribas Flexi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 32.40% |
Navi Flexi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 28.41% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
JM Flexicap Fund - Regular Plan - Growth | EQUITY | Very High | 26.06% |
HDFC Flexi Cap Fund - Growth | EQUITY | Very High | 25.88% |
IDBI Flexi Cap Fund - Growth | EQUITY | Very High | 23.04% |
HSBC Flexi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 21.53% |
Franklin India Flexi Cap Fund - Growth | EQUITY | Very High | 21.23% |
Union Flexi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 19.44% |
Aditya Birla Sun Life Flexi Cap Fund - Growth | EQUITY | Very High | 18.15% |
SBI Flexicap Fund - Regular Plan - Growth | EQUITY | Very High | 16.83% |
Axis Flexi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 14.47% |
UTI Flexi Cap Fund - Regular Plan - IDCW | EQUITY | Very High | 9.37% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
JM Flexicap Fund - Regular Plan - Growth | EQUITY | Very High | 23.23% |
HDFC Flexi Cap Fund - Growth | EQUITY | Very High | 19.89% |
Union Flexi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 19.14% |
Franklin India Flexi Cap Fund - Growth | EQUITY | Very High | 19.02% |
HSBC Flexi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 16.35% |
Aditya Birla Sun Life Flexi Cap Fund - Growth | EQUITY | Very High | 16.12% |
SBI Flexicap Fund - Regular Plan - Growth | EQUITY | Very High | 15.22% |
Axis Flexi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 14.86% |
UTI Flexi Cap Fund - Regular Plan - IDCW | EQUITY | Very High | 14.77% |
IDBI Flexi Cap Fund - Growth | EQUITY | Very High | 11.94% |
Fund Managers
Mr. Sudhir KediaFund Manager
Mr. Ravi GopalakrishnanHead - Equity
Mr. Ravi Gopalakrishnan Over 20 years of experience in managing/advising portfolios for institutional and individual investors and , handling research function. His previous expereinces includes ED & CIO-Equities with Pramerica Asset Managers Private Limited, Portfolio Advisor with Hudson Fairfax Group, USA, Head - Portfolio Management Services with Principal PNB Asset Management, Fund Manager - Equities with Sun F&C asset Management Ltd.
Mr. Dwijendra SrivastavaHead - Fixed Income
Mr.Dwijendra Srivastava has 9 years of experience in financial markets and an over all 9 years of experience in financial markets and an over all work experience of more than 12 years. In Deutsche Asset Management (India) Private Limited he is a Fund Manager (July 2007 to present).
Mr. Rohit Seksaria
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