Sundaram Flexi Cap Fund Regular Growth
- Flexi Cap
- Equity
- Very High Risk
Rating:
2
Key Metrics
Aum
₹1,998.79 Cr
Expense Ratio
1.76%
Exit Load
1.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
6 Sep 2022
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -2.62% | -- |
| 3 Months | +3.63% | -- |
| 6 Months | -1.89% | -- |
| 1 Year | -3.09% | -3.09% |
| 2 Years | -- | -1.48% |
| 3 Years | +28.02% | +8.58% |
| 5 Years | -- | 0% |
| Since Launch | +43.43% | +9.46% |
Holdings as on 4 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| HDFC Bank | 137.85 | 6.90 |
| ICICI Bank | 128.83 | 6.45 |
| AXIS Bank Ltd | 81.77 | 4.09 |
| Bharti Airtel | 81.65 | 4.08 |
| State Bank of India | 73.46 | 3.68 |
| Reliance Industries | 70.36 | 3.52 |
| Larsen & Toubro Ltd | 67.87 | 3.40 |
| Infosys | 65.71 | 3.29 |
| Kirloskar Oil Engines | 65.35 | 3.27 |
| Kotak Mahindra Bank | 58.55 | 2.93 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.23
Sharpe Ratio
14.29%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Union Flexi Cap Fund Growth | +4.1% | +10.99% | +9.58% |
| Mahindra Manulife Flexi Cap Fund Regular Growth | -0.29% | +9.42% | +9.73% |
| ITI Flexi Cap Fund Regular Growth | +13.79% | +17.16% | -- |
| 360 ONE Flexicap Fund Regular Growth | +9.87% | +16.38% | -- |
| Sundaram Flexi Cap Fund Regular Growth | -3.09% | +8.58% | -- |
Results are calculated on CAGR basis
About Fund
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).
The Sundaram Flexi Cap Fund Regular Growth has an AUM of 1998.79 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.76%. The minimum investment in Sundaram Flexi Cap Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & Good respectively.
The fund has a present cash holding of %. The top holdings of the fund include HDFC Bank, ICICI Bank, AXIS Bank Ltd, Bharti Airtel.
The major sectors where the fund is invested are Regional Banks, Software & Programming, Auto & Truck Manufacturers, Auto & Truck Parts.
Some of the similar funds are Union Flexi Cap Fund Growth, Mahindra Manulife Flexi Cap Fund Regular Growth, ITI Flexi Cap Fund Regular Growth, 360 ONE Flexicap Fund Regular Growth, Sundaram Flexi Cap Fund Regular Growth. Sundaram Flexi Cap Fund Regular Growth has a sharpe ratio of 0.23 & a standard deviation of 14.29%.
FAQs
According to the morning star rating Sundaram Flexi Cap Fund Regular Growth has a Medium risk & Good return.
Sundaram Flexi Cap Fund Regular Growth is managed by S. Bharath,Sandeep Agarwal,Shalav Saket.
The expense ratio of Sundaram Flexi Cap Fund Regular Growth is 1.76%.
The 5 year annualized return on Sundaram Flexi Cap Fund Regular Growth is 0.00% & it has generated -3.09% in the last 1 year.
The minimum investment in Sundaram Flexi Cap Fund Regular Growth is 100 Rs.
Sundaram Flexi Cap Fund Regular Growth has an AUM of 1998.79 crores.
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