Insufficient Data
Less expense ratio implies better returns over the long term
Insufficient Data
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.57 | 45.89 | 1.97 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.22 | 48.64 | 2.19 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Sundaram Flexi Cap Fund(IDCW) | 22.59% | — | 16.57% |
HDFC Flexi Cap Fund(IDCW) | 31.33% | 13.15% | 6.61% |
Kotak Flexicap Fund(IDCW-Payout) | 32.52% | 14.93% | 13.50% |
UTI Flexi Cap Fund(IDCW) | 26.17% | 5.17% | 12.37% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Others
Holdings
8.10 %
Holdings
6.49 %
Holdings
4.97 %
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
₹ 68,807.03 Cr.
Sudhir Kedia
AUM: ₹9,479.01 Cr.
|
Exp: —
S. Bharath
AUM: ₹39,988.52 Cr.
|
Exp: 7.11yrs
Dwijendra Srivastava
AUM: ₹24,235.41 Cr.
|
Exp: 13.2yrs
Patanjali Srinivasan
AUM: ₹6,402.64 Cr.
|
Exp: 3yrs
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Insufficient Data