Sundaram Flexicap Fund Regular Growth

Equity: Flexi Cap Open Ended Scheme
Download Fund Card download
arrow-down
NAV
₹ 14.0357 ₹ -0.02 (-0.16 %)
as on 30-04-2025
Asset Size (AUM)
1,956.65 Cr
Launch Date
Sep 06, 2022
Invest in this scheme
Investment Objective
The scheme seeks to generate capital appreciation by dynamically investing in a mix of equity and equity related instruments across market capitalization.
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in Sep 06, 2022
arrow-up

13.62

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
N/A
Expense Ratio
2.07%
Volatility
8.4 %
Fund House
Sundaram Mutual Fund
Fund Manager
Ravi Gopalakrishnan, Dwijendra Srivastava, Sudhir Kedia, Rohit Seksaria
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)
Entry Load
Not applicable
Exit Load
W.E.F Sep 06, 2022-Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. Any redemptions or withdrawals by way of SWP in excess of the above mentioned limit would be subject to an exit load of 1 % of the applicable NAV will be charged, if the units are redeemed within 365 days from the date of allotment of units. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. Further, exit load will be waived on Intra-scheme and Inter scheme Switch outs/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Other Schemes of the Same Category
Sundaram Flexicap Fund Regular Growth
HDFC Flexi Cap Fund - Growth Plan
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
UTI - Flexi Cap Fund-Growth Option
Parag Parikh Flexi Cap Fund - Regular Plan - Growth
Invesco India Flexi Cap Fund - Growth
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Tata Flexi Cap Fund -Regular Plan-Growth
DSP Flexi Cap Fund - Regular Plan - Growth
Performance

Scheme Performance (%)

Data as on - 30-04-2025

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Sundaram Flexicap Fund Regular Growth 06-09-2022 7.87 18.75 0.0 0.0 0.0
HDFC Flexi Cap Fund - Growth Plan 01-01-1995 15.85 28.59 23.47 29.87 15.36
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option 08-04-2014 13.91 32.14 21.07 21.16 13.39
UTI - Flexi Cap Fund-Growth Option 05-08-2005 12.8 16.86 9.09 18.95 12.11
Parag Parikh Flexi Cap Fund - Regular Plan - Growth 05-05-2013 12.42 24.04 18.98 27.98 17.12
Invesco India Flexi Cap Fund - Growth 05-02-2022 10.76 28.11 20.48 0.0 0.0
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth 05-08-2022 10.74 25.22 0.0 0.0 0.0
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan 14-08-1998 10.58 23.07 15.8 22.55 13.75
Tata Flexi Cap Fund -Regular Plan-Growth 05-08-2018 10.06 22.58 14.63 19.23 0.0
DSP Flexi Cap Fund - Regular Plan - Growth 29-04-1997 10.05 22.82 16.63 21.92 13.86
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings