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

Sundaram Flexi Cap IDCW Payout Direct Plan

NAV
₹14.7136
+0.00%
(3 Jul)
AUM
2,055 Cr
TER
0.64%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+10.9%
+10.9%
+3.9%
+2.1%
-4.3%
-4.3%
3Y
+29.7%
+29.7%
+22.1%
NA
+29.4%
+29.4%
5Y
NA
NA
+22.9%
NA
+28.0%
+28.0%
ALL
+23.1%
+23.1%
+15.1%
+14.7%
+18.1%
+18.1%
VOL
14.1%
14.1%
-
12.3%
17.5%
17.5%
TER
0.7%
0.7%
-
0.6%
0.5%
0.5%
AUM
₹2,987 Cr
₹2,987 Cr
-
₹2,055 Cr
₹5,917 Cr
₹5,917 Cr
INFO
1.64
1.64
-
1.19
1.04
1.04
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 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 May
Top holdings
HDFC Bank Ltd
9.4%
ICICI Bank Ltd
8.1%
Reliance Industries Ltd
4.7%
Larsen & Toubro Ltd
3.4%
Treps
3.3%
Infosys Ltd
3.2%
State Bank of India
3.1%
Bharti Airtel Ltd
3.0%
ITC Ltd
2.9%
Axis Bank Ltd
2.9%
Top industry exposure
Financial Services
33.2%
Industrials
11.8%
Consumer Cyclical
11.2%
Basic Materials
7.6%
Consumer Defensive
7.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
33%
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

FAQs