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

Sundaram Flexi Cap IDCW Payout Direct Plan

NAV
₹14.7901
+0.22%
(12 Sep)
AUM
2,087 Cr
TER
0.62%
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
+5.6%
+5.6%
-2.3%
-2.9%
-7.4%
-7.4%
3Y
+24.4%
+24.4%
+15.9%
+13.8%
+23.1%
+23.1%
5Y
NA
NA
+20.8%
NA
+27.1%
+27.1%
ALL
+22.1%
+22.1%
+13.9%
+13.8%
+17.8%
+17.8%
VOL
13.9%
13.9%
-
12.0%
17.4%
17.4%
TER
0.6%
0.6%
-
0.6%
0.5%
0.5%
AUM
₹3,426 Cr
₹3,426 Cr
-
₹2,087 Cr
₹5,957 Cr
₹5,957 Cr
INFO
1.58
1.58
-
1.14
1.02
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 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 Jul
Top holdings
HDFC Bank Ltd
9.6%
ICICI Bank Ltd
8.2%
Treps
7.2%
Reliance Industries Ltd
4.5%
Larsen & Toubro Ltd
3.3%
Axis Bank Ltd
3.1%
Bharti Airtel Ltd
3.1%
State Bank of India
3.0%
Infosys Ltd
3.0%
Kotak Mahindra Bank Ltd
2.8%
Top industry exposure
Financial Services
30.4%
Industrials
12.9%
Consumer Cyclical
10.0%
Consumer Defensive
8.7%
Healthcare
6.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
38%
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