Sundaram Flexi Cap Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Flexi Cap Growth Direct Plan

NAV
₹15.9160
+0.75%
(16 Feb)
AUM
2,051 Cr
TER
0.69%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
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Compare with other fund
1Y
+18.3%
+16.2%
+14.6%
+11.5%
+10.8%
+5.1%
3Y
+23.3%
+23.1%
+16.7%
+22.4%
+17.1%
+22.9%
5Y
+20.7%
+21.4%
NA
NA
+14.2%
+13.8%
ALL
+26.9%
+16.8%
+14.4%
+18.0%
+13.0%
+17.1%
VOL
16.7%
17.2%
11.4%
13.7%
-
16.8%
TER
0.5%
0.7%
0.7%
0.6%
-
0.8%
AUM
₹2,167 Cr
₹97,452 Cr
₹2,051 Cr
₹4,584 Cr
-
₹13,180 Cr
INFO
1.61
0.98
1.26
1.31
-
1.02
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Flexi Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Dec
Top holdings
HDFC Bank Ltd
8.8%
ICICI Bank Ltd
5.9%
Reliance Industries Ltd
5.0%
Bharti Airtel Ltd
4.4%
Infosys Ltd
4.0%
Axis Bank Ltd
4.0%
State Bank of India
3.7%
Larsen & Toubro Ltd
3.6%
Kotak Mahindra Bank Ltd
3.1%
ITC Ltd
2.5%
Top industry exposure
Financial Services
29.4%
Industrials
12.2%
Consumer Cyclical
11.3%
Technology
9.1%
Consumer Defensive
8.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
48%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To generate capital appreciation by dynamically investing in a mix of equity and equity related instruments across market capitalization (i.e., large, mid and small cap stocks).
Fund manager(s)
Dwijendra Srivastava
S. Bharath
Pathanjali Srinivasan

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