Sundaram Flexi Cap Fund Direct Growth
Equity
Direct
Flexi Cap
NAV: ₹ 13.22 as on 24-04-2024
Fund Performance
3710 people have invested ₹ 22L in Sundaram Flexi Cap Fund Direct Growth in the last three months
About the Sundaram Flexi Cap Fund Direct Growth
Sundaram Flexi Cap Fund Direct Growth is an equity fund. This fund was started on 6 September, 2022. The fund is managed by Rohit Seksaria, Dwijendra Srivastava, Ravi Gopalakrishnan, Sudhir Kedia. The fund could potentially beat inflation in the long-run.
Key Parameters
- Sundaram Flexi Cap Fund Direct Growth has ₹2084 Cr worth of assets under management (AUM) as on Mar 2024 and is less than category average.
- The fund has an expense ratio 0.5.
Sundaram Flexi Cap Fund Direct Growth Overview
 | 0.46% |
 Benchmark | S&P BSE 500 India TR INR |
 | ₹2084 Cr |
 | 6 September, 2022 |
 | ₹100/₹100 |
 Exit Load | 1% |
 | No Lock-in |
 TurnOver | 42.39% |
Sundaram Flexi Cap Fund Direct Growth Distribution as on (31-Mar-24)
Size breakup
Large cap
76.3%
Small cap
11.3%
Mid cap
8.3%
Sector Allocation
Financial Services
33.1%
Tech
11.6%
Industrial
11.4%
Consumer Defensive
9.5%
Health
8.6%
Energy
7.8%
Basic Materials
7.4%
Consumer Cyclical
6.2%
Communication
2.3%
Utilities
2%
Top Holdings of Sundaram Flexi Cap Fund Direct Growth as on (31-Mar-24)
Equity Holdings63
Debt Holdings1
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 Reliance Industries Ltd | 7.74% | 0% | |
 HDFC Bank Ltd | 7.72% | 0% | |
 ICICI Bank Ltd | 5.09% | 0% | |
 Infosys Ltd | 4.25% | 0% | |
 Larsen & Toubro Ltd | 3.62% | 0% |
See all
Sundaram Flexi Cap Fund Direct Growth: Monthly Changes Updates
All changes are between Jan'24 and Mar'24
Fund Performance
- This fund’s returns stands at 1.74% whereas the fund’s underlying benchmark Nifty 500 returns stands at -0.47% as on Mar'24
- This fund outperformed Nifty 500 by 2.21% in Mar'24
AUM Change
- AUM of the fund stands at 2.1K Cr as of Mar'24
- AUM has remained same between Mar'24 and Feb'24
Fund Portfolio Changes
Gainers & Losers in Sundaram Flexi Cap Fund Direct Growth portfolio Returns for the month of Mar
Top Growth Drivers | 1M Return |
|---|---|
 Avenue Supermarts Ltd | 20.1% |
 Interglobe Aviation Ltd | 18.7% |
 Bajaj Finance Ltd | 12% |
Peer Analysis
Sundaram Flexi Cap Fund Direct Growth Fund Manager
Rohit Seksaria
Fund Manager of Sundaram Flexi Cap Fund Direct Growth, since 12 September 2022
Top funds managed
Dwijendra Srivastava
Fund Manager of Sundaram Flexi Cap Fund Direct Growth, since 12 September 2022
Top funds managed
Ravi Gopalakrishnan
Fund Manager of Sundaram Flexi Cap Fund Direct Growth, since 12 September 2022
Top funds managed
Sudhir Kedia
Fund Manager of Sundaram Flexi Cap Fund Direct Growth, since 12 September 2022
Top funds managed
Sundaram Flexi Cap Fund Direct Growth Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
About the fund
This fund has delivered an average annual returns of 18.5% since inception which is more than its category average return of 18.4%
Fund Allocations
This fund has an allocation of 97.96% in Equity, 0% in Debt and 2.03% in Cash related instruments
AUM size ₹2084 Cr
This fund has AUM of ₹2084 Cr which is less than its category average of ₹ 7386 Cr
Expense Ratio 0.46%
This fund has an expense ratio of 0.46% which is less than its category average expense ratio of 1.34%
Frequently Asked Questions
The current NAV of Sundaram Flexi Cap Fund Direct Growth is ₹13.22 as on 24-Apr-2024.
Existing (Absolute + CAGR) as on 24-Apr-2024.
Sundaram Flexi Cap Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 2.5% | 2.5% |
6 Month Returns | 16.99% | 16.99% |
1 Year Returns | 34.06% | 34.06% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
With INDmoney, the process of investing is very simple and involves zero commission.
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
0.46% as on March 2024
₹2084 Cr as on March 2024
Reliance Industries Ltd(7.74%), HDFC Bank Ltd(7.72%), ICICI Bank Ltd(5.09%), Infosys Ltd(4.25%), Larsen & Toubro Ltd(3.62%) as on March 2024
Financial Services(32.41%), Tech(11.38%), Industrial(11.19%) as on March 2024
The alpha ratio for the Sundaram Flexi Cap Fund Direct Growth for various period is as follows:
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Flexi Cap Fund Direct Growth | -1.79 | - | - |
As on March 2024
The alpha for Sundaram Flexi Cap Fund Direct Growth is calculated against S&P BSE 500 India TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the Sundaram Flexi Cap Fund Direct Growth for various period is as follows:
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Flexi Cap Fund Direct Growth | 0.92 | - | - |
As on March 2024
The Beta for Sundaram Flexi Cap Fund Direct Growth is calculated with S&P BSE 500 India TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the Sundaram Flexi Cap Fund Direct Growth for various period is as follows:
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram Flexi Cap Fund Direct Growth | 2.31 | - | - |
As on March 2024
The sharpe ratio for Sundaram Flexi Cap Fund Direct Growth is calculated with S&P BSE 500 India TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the Sundaram Flexi Cap Fund Direct Growth for various period is as follows:
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram Flexi Cap Fund Direct Growth | 10.48 | - | - |
As on March 2024
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
Rohit Seksaria, Dwijendra Srivastava, Ravi Gopalakrishnan, Sudhir Kedia are the fund managers of Sundaram Flexi Cap Fund Direct Growth
The Exit load of Sundaram Flexi Cap Fund Direct Growth is 1%