Sundaram Flexicap Fund Direct Plan IDCW Reinvestment
Expense Ratio: 0.62
Risk: Very High
Equity Scheme - Flexi Cap Fund
Plan: Direct
Benchmark: Nifty 500 TRI
Inception: 16-08-2022
Exit Load: Nil
Fund Size:₹2,136.32 Cr
Performance
1Y
Fund-14.92%
Cat. Avg.2.47%
2Y
Fund-7.10%
Cat. Avg.2.35%
3Y
Fund4.20%
Cat. Avg.14.07%
5Y
FundN/A
Cat. Avg.12.84%
10Y
FundN/A
Cat. Avg.14.25%
SI
Fund6.20%
Cat. Avg.13.49%
Fund Facts
Manager(s)
Pathanjali Srinivasan
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | HDFC Bank Ltd | 125.46 | 6.88% |
| 2 | ICICI Bank Ltd | 108.23 | 5.93% |
| 3 | Reliance Industries Ltd | 80.90 | 4.43% |
| 4 | Axis Bank Ltd | 77.23 | 4.23% |
| 5 | Bharti Airtel Ltd | 73.79 | 4.04% |
| 6 | State Bank of India | 70.03 | 3.84% |
| 7 | Infosys Ltd | 66.71 | 3.66% |
| 8 | Larsen & Toubro Ltd | 56.87 | 3.12% |
| 9 | Kotak Mahindra Bank Ltd | 53.01 | 2.91% |
| 10 | Ultratech Cement Ltd | 45.13 | 2.47% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 55051 | -8.2% | -16.7% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.09 L. | -9.4% | -9.8% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.69 L. | -6.1% | -4.2% |
| SI | 07 Sep, 22 | 2.35 L. | 2.37 L. | +1.0% | +0.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 85076 | -14.9% | -14.9% |
| 2Y | 16 Jul, 24 | 1 L. | 86306 | -13.7% | -7.1% |
| 3Y | 17 Jul, 23 | 1 L. | 1.12 L. | +12.4% | +4.0% |
| SI | 07 Sep, 22 | 1 L. | 1.26 L. | +26.1% | +6.2% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.