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 IDCW Payout (DP)
₹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 Mar
Top holdings
HDFC Bank Ltd
9.3%
ICICI Bank Ltd
7.9%
Reliance Industries Ltd
4.4%
Treps
4.1%
Larsen & Toubro Ltd
3.6%
Infosys Ltd
3.3%
Bharti Airtel Ltd
3.2%
State Bank of India
3.1%
InterGlobe Aviation Ltd
2.6%
UltraTech Cement Ltd
2.5%
Top industry exposure
Financial Services
33.1%
Industrials
12.9%
Consumer Cyclical
10.7%
Healthcare
6.9%
Basic Materials
6.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
28%
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).