3 Year return
0Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹2105.11 Cr.
Expense Ratio
0.6% (inclusive of GST)
Exit Load
If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Sundaram Mutual Fund Managers
SK
Sudhir Kedia
Fund Manager since Oct 2019
Fund House Details
Sundaram Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
JM Flexicap Fund |
29.2% |
2.5 |
|
Quant Flexi Cap Fund |
21.71% |
0 |
|
Parag Parikh Flexi Cap Fund |
18.02% |
3.5 |
Schemes by Sundaram Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Reinvestment
About Sundaram Flexicap Fund Direct Growth
Sundaram Flexicap Fund, managed by Sundaram Mutual Fund, falls within the flexi-cap funds category, offering investors the flexibility to invest across market capitalisations. This direct plan features the Growth scheme, aiming to provide potential capital appreciation by investing in a diversified portfolio of equities across different sectors and market segments. The fund's strategy adapts to market trends, aiming to optimise returns. The fund also has a much lower expense ratio than the category average.
Investment Objective of the Scheme
The scheme's primary objective is to offer investors growth potential through a flexible approach to investing in equities across market caps. Sundaram Flexicap Fund Direct Growth achieves this by actively allocating its portfolio based on market conditions, aiming to capture opportunities across different sectors and industries. The fund's strategy focuses on delivering competitive returns over the long term.
Key Features of The Fund
| 5-year return | NA |
| Expense Ratio | 0.6% |
| Fund Manager | Sudhir Kedia |
| Fund Size | ₹2105.11 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
If you're seeking growth potential through a diversified portfolio that spans various market capitalisations, Sundaram Flexicap Fund Direct Growth could be a suitable option. This fund caters to individuals looking for the flexibility to capitalise on opportunities across different sectors. However, keep in mind that the fund's allocation strategy can result in varying levels of exposure to different market segments. Prior to considering this fund, assess your investment goals, risk tolerance, and investment horizon. Consulting financial experts can offer tailored advice for well-informed decisions.
AMC Contact Details
| Name | Sundaram Mutual Fund |
| Launch Date | 1996 |
| Addresss | Sundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014 |
| Contact | 1860 425 7237, 044 2858 3362/3367, 044 2856 9900 |
| customerservices@sundarammutual.com | |
| Website | https://www.sundarammutual.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Fast-Track Your Short-Term Goals With SIPs
FAQs
What is today's NAV of Sundaram Flexicap Fund?
What is the AUM of Sundaram Flexicap Fund?
What is the expense ratio of Sundaram Flexicap Fund?
What are the returns of Sundaram Flexicap Fund since inception?
What is the minimum SIP amount to invest in Sundaram Flexicap Fund?
How do I invest in Sundaram Flexicap Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Sundaram Flexicap Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Sundaram Flexicap Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Sundaram Flexicap Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
