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Sundaram Flexi Cap Fund

Growth
EquityFlexi Cap Fund
Mid-size FundAssets Under Mgmt: ₹ 2,152 Cr
Very High RiskPrinciple investment will be at very high risk
14.530.58% (+0.08)

Price Chart

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Returns
0.00%
1M
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SIP
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1M
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Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Insufficient Data

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Insufficient Data

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

EquityFlexi Cap Fund
Mid-size FundAssets Under Mgmt: ₹ 2,152 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.4544.422.01
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.0847.652.46

About Flexi Cap Fund

Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
Nil upto 25% of units and 1% for remaining units on or before 365D Nil after 365D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
NIFTY 500 - TRI

Tax Implications

Investment period < 1 year

Gains are treated as short-term capital gains and taxed at 15%

Investment period > 1 year

Gains of over ₹ 1 lakh in a financial year are taxed at 10%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
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Invested

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Returns (0%)

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Tax (undefined%)

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Fund Manager

Read more 

Exp:

 | 

#Funds: 30

Exp: 7.11yrs

 | 

#Funds: 22

Exp: 13.2yrs

 | 

#Funds: 38

Exp: 3yrs

 | 

#Funds: 6

Know More

AMC profile

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).

  • No.of Schemes

    40

  • Total AUM

    ₹ 62,182.83 Cr.