Sundaram Flexi Cap Fund Regular Growth
Medium
Risk
Equity
Flexi Cap Fund
+
0.00
%
0.00
%
3Y annualised
+
0.48
%
0.48
%
1D
1M
6M
1Y
3Y
All
Fund size
2066
NAV:
Mar 7, 2024
12.7273
Sector
Tech
Type
Equity
Launched
Sep 2022
Min Investment
100
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
HDFC Bank Ltd
7.95
%
Reliance Industries Ltd
7.57
%
ICICI Bank Ltd
4.88
%
Infosys Ltd
4.8
%
Larsen & Toubro Ltd
3.41
%
UltraTech Cement Ltd
2.51
%
Sun Pharmaceuticals Industries Ltd
2.47
%
ITC Ltd
2.35
%
State Bank of India
2.22
%
Tata Consultancy Services Ltd
2.17
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 365.0 Days, 0.0 % if redeemed after 365.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Sundaram Flexi Cap Fund Regular Growth
More details
Investment objective
To generate capital appreciation by dynamically investing in a mix of equity and equity related instruments across market capitalization (i.e., large, mid and small cap stocks).
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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Monthly SIP
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