Sundaram Flexi Cap Fund Regular Plan Growth

Risk: Very High
₹ 14.08
NAV (Jul 25,2024)

The Sundaram Flexi Cap Fund - Regular Plan - Growth offers investors the flexibility to invest in a diverse portfolio of stocks across market capitalizations. With an expense ratio of 2%, the fund aims to provide long-term capital appreciation. As of the latest data, the PE ratio stands at 38.17 and the PB ratio at 7.15. The scheme has an AUM of INR 2,144.59 crores and requires a minimum investment of INR 100. There is no lock period associated with this fund. Established on September 6th, 2022.

Sundaram Flexi Cap Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Sundaram Flexi Cap Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    44.42
  • P/B Ratio
    UM_URBAN_MONEY

    9.76
  • Alpha
    UM_URBAN_MONEY

    -0.02
  • Beta
    UM_URBAN_MONEY

    0.87
  • Sharpe
    UM_URBAN_MONEY

    0.11
  • Sortino
    UM_URBAN_MONEY

    0.16

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.99%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 2152.57 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 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₹ 10,946.15 (9.46%)₹ 11,553.29 (15.53%)₹ 12,632.88 (26.33%)₹ -- (--)₹ -- (--)
₹ 30,000₹ 32,838.45 (9.46%)₹ 34,659.87 (15.53%)₹ 37,898.64 (26.33%)₹ -- (--)₹ -- (--)
₹ 50,000₹ 54,730.75 (9.46%)₹ 57,766.45 (15.53%)₹ 63,164.4 (26.33%)₹ -- (--)₹ -- (--)
₹ 80,000₹ 87,569.2 (9.46%)₹ 92,426.32 (15.53%)₹ 1,01,063.04 (26.33%)₹ -- (--)₹ -- (--)
₹ 1,00,000₹ 1,09,461.5 (9.46%)₹ 1,15,532.9 (15.53%)₹ 1,26,328.8 (26.33%)₹ -- (--)₹ -- (--)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • HDFC Bank Ltd8.78%
  • Reliance Industries Ltd7.97%
  • ICICI Bank Ltd5.46%
  • Infosys Ltd4.35%
  • Larsen & Toubro Ltd3.34%
  • Bharti Airtel Ltd2.86%
  • State Bank of India2.82%
  • Triveni Turbine Ltd2.61%
  • Interglobe Aviation Ltd2.49%
  • Axis Bank Ltd2.36%
  • Ultratech Cement Ltd2.28%
  • ITC Ltd2.17%
  • Sun Pharmaceutical Industries Ltd2.15%
  • Bajaj Finance Ltd2.15%
  • Tata Consultancy Services Ltd2.13%
  • Maruti Suzuki India Ltd2.04%
  • Avenue Supermarts Ltd1.93%
  • Cholamandalam Investment and Finance Company Ltd1.78%
  • IndusInd Bank Ltd1.63%
  • Hindustan UniLever Ltd1.61%
  • Tech Mahindra Ltd1.52%
  • Tata Motors Ltd1.46%
  • NTPC LTD1.35%
  • Cipla Ltd1.35%
  • Info Edge India Ltd1.32%
  • Tata Steel Ltd1.31%
  • Blue Star Ltd1.27%
  • Aurobindo Pharma Ltd1.27%
  • Dr Reddys Laboratories Ltd1.26%
  • Pidilite Industries Ltd1.25%
  • ICRA Ltd1.25%
  • Titan Company Ltd1.22%
  • Adani Ports and Special Economic Zone Ltd1.20%
  • Nestle India Ltd1.19%
  • Metropolis Healthcare Ltd1.17%
  • Prudent Corporate Advisory Services Ltd1.06%
  • Bharti Hexacom Ltd1.03%
  • Max Financial Services Ltd1.02%
  • Canara Bank0.94%
  • Dalmia Cement Bharat Ltd0.93%
  • Kotak Mahindra Bank Ltd0.92%
  • Gillette India Ltd0.88%
  • Power Grid Corporation of India Ltd0.86%
  • Asian Paints Ltd0.83%
  • Jubilant Foodworks Ltd0.75%
  • The Federal Bank Ltd0.71%
  • Multi Commodity Exchange of India Ltd0.71%
  • TREPS0.71%
  • Cummins India Ltd0.70%
  • Zomato Ltd0.70%
  • United Breweries Ltd0.59%
  • TCI Express Ltd0.59%
  • Tata Technologies Ltd0.57%
  • S J S Enterprises Ltd0.53%
  • Butterfly Gandhimathi Appliances Ltd0.48%
  • Alkem Laboratories Ltd0.42%
  • Firstsource Solutions Ltd0.40%
  • Arman Financial Services Ltd0.34%
  • Suven Pharmaceuticals Ltd0.33%
  • Kesoram Industries Ltd0.24%
  • Polycab India Ltd0.22%
  • NIIT Learning Systems Ltd0.19%
  • Ceat Ltd0.14%
  • Union Bank of India0.12%
  • Cash and Other Net Current Assets-0.21%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

NJ Flexi Cap Fund - Regular Plan - GrowthNJ Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

21.77%

LIC MF Flexi Cap Fund - Regular Plan - GrowthLIC MF Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

21.23%

Parag Parikh Flexi Cap Fund - Regular Plan - GrowthParag Parikh Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

20.73%

Helios Flexi Cap Fund - Regular Plan - GrowthHelios Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

20.46%

HDFC Flexi Cap Fund - GrowthHDFC Flexi Cap Fund - Growth

EQUITY

Very High

19.68%

Axis Flexi Cap Fund - Regular Plan - GrowthAxis Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

18.91%

SBI Flexicap Fund - Regular Plan - GrowthSBI Flexicap Fund - Regular Plan - Growth

EQUITY

Very High

15.21%

Samco Flexi Cap Fund - Regular Plan - GrowthSamco Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

14.37%

Canara Robeco Flexi Cap Fund - Regular Plan - GrowthCanara Robeco Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

13.49%

IDBI Flexi Cap Fund - GrowthIDBI Flexi Cap Fund - Growth

EQUITY

Very High

12.78%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

JM Flexicap Fund - Regular Plan - GrowthJM Flexicap Fund - Regular Plan - Growth

EQUITY

Very High

53.80%

Taurus Flexi Cap Fund - Regular Plan - GrowthTaurus Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

39.77%

Franklin India Flexi Cap Fund - GrowthFranklin India Flexi Cap Fund - Growth

EQUITY

Very High

38.56%

Nippon India Flexi Cap Fund - Regular Plan - GrowthNippon India Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

38.33%

Kotak Flexicap Fund - GrowthKotak Flexicap Fund - Growth

EQUITY

Very High

36.53%

ICICI Prudential Flexicap Fund - GrowthICICI Prudential Flexicap Fund - Growth

EQUITY

Very High

34.78%

Aditya Birla Sun Life Flexi Cap Fund - GrowthAditya Birla Sun Life Flexi Cap Fund - Growth

EQUITY

Very High

34.68%

Bandhan Flexi Cap Fund - Regular Plan - GrowthBandhan Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

29.43%

PGIM India Flexi Cap Fund - Regular Plan - GrowthPGIM India Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

23.11%

UTI Flexi Cap Fund - Regular Plan - IDCWUTI Flexi Cap Fund - Regular Plan - IDCW

EQUITY

Very High

19.17%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Bank of India Flexi Cap Fund - Regular Plan - GrowthBank of India Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

27.73%

Quant Flexi Cap Fund - GrowthQuant Flexi Cap Fund - Growth

EQUITY

Very High

27.58%

HDFC Flexi Cap Fund - GrowthHDFC Flexi Cap Fund - Growth

EQUITY

Very High

25.88%

Parag Parikh Flexi Cap Fund - Regular Plan - GrowthParag Parikh Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

23.04%

Shriram Flexi Cap Fund - Regular Plan - GrowthShriram Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

19.03%

Navi Flexi Cap Fund - Regular Plan - GrowthNavi Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

17.56%

DSP Flexi Cap Fund - Regular Plan - IDCWDSP Flexi Cap Fund - Regular Plan - IDCW

EQUITY

Very High

16.34%

Tata Flexi Cap Fund - Regular Plan - GrowthTata Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

15.86%

Canara Robeco Flexi Cap Fund - Regular Plan - GrowthCanara Robeco Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

15.66%

Motilal Oswal Flexi Cap Fund - Regular Plan - GrowthMotilal Oswal Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

13.47%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Flexi Cap Fund - GrowthQuant Flexi Cap Fund - Growth

EQUITY

Very High

32.09%

Parag Parikh Flexi Cap Fund - Regular Plan - GrowthParag Parikh Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

23.31%

DSP Flexi Cap Fund - Regular Plan - IDCWDSP Flexi Cap Fund - Regular Plan - IDCW

EQUITY

Very High

20.88%

Franklin India Flexi Cap Fund - GrowthFranklin India Flexi Cap Fund - Growth

EQUITY

Very High

19.02%

Shriram Flexi Cap Fund - Regular Plan - GrowthShriram Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

17.65%

Edelweiss Flexi Cap Fund - Regular Plan - GrowthEdelweiss Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

17.21%

Canara Robeco Flexi Cap Fund - Regular Plan - GrowthCanara Robeco Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

17.11%

Navi Flexi Cap Fund - Regular Plan - GrowthNavi Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

15.61%

Tata Flexi Cap Fund - Regular Plan - GrowthTata Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

15.40%

Motilal Oswal Flexi Cap Fund - Regular Plan - GrowthMotilal Oswal Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

12.98%

Show all Funds

Fund Managers

SK

Mr. Sudhir KediaFund Manager

SB

Mr. S. BharathFund Manager - Overseas Securities

Mr. S. Bharath joined Sundaram Mutual in August 2004 as a Research Analyst before moving into the fund management team. Apart from the funds he manages, he is also the dedicated fund manager for investments in overseas securities.

DS

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).

PS

Mr. Patanjali SrinivasanOverseas Fund Manager

More than three years of experience in Equity Research

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Compare with similar Funds

Sundaram Flexi Cap Fund - Regular Plan - Growth

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Franklin India Flexi Cap Fund - Growth

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FAQ's

What is the risk level associated with the Sundaram Flexi Cap Fund - Regular Plan - Growth?

The Sundaram Flexi Cap Fund - Regular Plan - Growth is classified as a high-risk mutual fund option.

What is the current NAV (Net Asset Value) of the Sundaram Flexi Cap Fund - Regular Plan - Growth as of Jul 25,2024?

The current NAV of the Sundaram Flexi Cap Fund - Regular Plan - Growth as of Jul 25,2024 is INR 14.08.

What are the returns generated by the Sundaram Flexi Cap Fund - Regular Plan - Growth over the past 1, 3, and 5 years?

The Sundaram Flexi Cap Fund - Regular Plan - Growth has delivered returns of 26.12% in the past year, $3yearret over 3 years, and $5yearret over 5 years.

What is the expense ratio associated with the Sundaram Flexi Cap Fund - Regular Plan - Growth?

The Sundaram Flexi Cap Fund - Regular Plan - Growth has a 2% expense ratio.

What is the minimum investment amount required for the Sundaram Flexi Cap Fund - Regular Plan - Growth?

The Sundaram Flexi Cap Fund - Regular Plan - Growth has a minimum investment requirement of INR 100.

Is there a systematic investment plan (SIP) available for the Sundaram Flexi Cap Fund - Regular Plan - Growth?

Yes, Sundaram Flexi Cap Fund - Regular Plan - Growth offers SIP starting from INR 100 per month.

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