Sundaram Flexicap Fund Regular Plan IDCW Reinvestment
Fund House: Sundaram Mutual Fund| Category: Equity: Flexi Cap |
| Launch Date: 06-09-2022 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.0% As on (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: |
| Minimum Topup: |
| Total Assets: 2,122.59 Cr As on 31-10-2024(Source:AMFI) |
| Turn over: - |
13.1971
0.06 (0.4887%)
13.36%
Benchmark: 12.6%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to generate capital appreciation by dynamically investing in a mix of equity and equity related instruments across market capitalization.
Current Asset Allocation (%)
Indicators
| Standard Deviation | |
| Sharpe Ratio | |
| Alpha | |
| Beta | |
| Yield to Maturity | |
| Average Maturity |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Sundaram Flexicap Fund Regular Plan IDCW Reinvestment | 06-09-2022 | 14.81 | 14.31 | - | - | - |
| Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | 08-04-2014 | 44.56 | 31.76 | 18.78 | 17.28 | 15.02 |
| JM Flexicap Fund (Regular) - Growth option | 23-09-2008 | 40.29 | 34.19 | 23.65 | 23.61 | 16.82 |
| Invesco India Flexi Cap Fund - Growth | 05-02-2022 | 38.45 | 30.04 | - | - | - |
| BANK OF INDIA Flexi Cap Fund Regular Plan -Growth | 05-06-2020 | 37.57 | 31.31 | 20.22 | - | - |
| 360 ONE FLEXICAP FUND-REGULAR PLAN- GROWTH | 04-06-2023 | 37.32 | - | - | - | - |
| Edelweiss Flexi Cap Fund - Regular Plan - Growth Option | 05-01-2015 | 35.02 | 24.63 | 16.44 | 19.93 | - |
| HSBC Flexi Cap Fund - Regular Growth | 24-02-2004 | 34.74 | 27.6 | 16.69 | 19.99 | 12.92 |
| HDFC Flexi Cap Fund - Growth Plan | 01-01-1995 | 34.73 | 26.34 | 22.55 | 22.49 | 14.53 |
| ITI Flexi Cap Fund- Regular Plan- Growth | 17-02-2023 | 34.56 | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
13.41%
Others
2.27%
Large Cap
70.32%
Mid Cap
14.11%
