August 10, 2023
mayank
Sundaram Flexi Cap Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by Chanakyamfguidance.com
NAV Growth: Rs 11.3636
NAV IDCW: Rs 11.3635
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme seeks to generate capital appreciation by dynamically investing in a mix of equity and equity related instruments across market capitalization.
Fund Manager:
1) Ravi Gopalakrishnan
Education: Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
Experience: Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.
2) Sudhir Kedia
Education: Mr. Kedia is CA, CMA and MBA.
Experience: Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Mirae Asset Mutual Fund and ASK investment.
3) Dwijendra Srivastava
Education: Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience: Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 100 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | For units in excess of 25% of the investment, 1% will be charged for redemption Within 365 days |
Basic Details of Sundaram Flexi Cap Fund
| Fund House | Sundaram Mutual Fund |
| Launch Date | 06-Sep-22 |
| Return Since Launch | 13.64% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 2,074 Cr |
| (As on 30-Jun-2023) | |
| Expense | 0.22% |
| (As on 30-Jun-2023) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 49.00% |
Sundaram Flexi Cap Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Sundaram Flexi Cap Dir | 12.57 | 0.29 | 2.98 | 11.07 | 13.87 | — | — | — | — | — |
| S&P BSE 500 TRI | 10.70 | 0.35 | 2.80 | 10.72 | 13.81 | — | — | — | — | — |
| Equity: Flexi Cap | 12.92 | 0.27 | 3.12 | 11.34 | 14.32 | — | — | — | — | — |
| Rank within category | 38 | 39 | 41 | 40 | 37 | — | — | — | — | — |
| Number of funds in category | 68 | 73 | 73 | 71 | 68 | 66 | 49 | 37 | 33 | 27 |
Sundaram Flexi Cap Fund Peer Comparison
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Sundaram Flexi Cap Dir | Unrated | — | — | — | 0.22 | 2,074 | 13.64 | 1.00 (365) | 11M | 49.00 |
| HDFC Flexi Cap Dir | 4 star | 23.63 | 33.09 | 15.88 | 0.96 | 38,266 | 15.87 | 1.00 (365) | 10Y 7M | 39.12 |
| Parag Parikh Flexi Cap Dir | 5 star | 19.44 | 24.85 | 18.64 | 0.69 | 37,699 | 19.42 | 2.00 (365) | 10Y 2M | 6.24 |
| Franklin Ind Flexi Cap Dir | 4 star | 20.29 | 29.42 | 14.51 | 0.83 | 11,699 | 16.22 | 1.00 (365) | 10Y 7M | 15.56 |
| Canara Robeco Flexi Cap Dir | 4 star | 13.18 | 22.03 | 14.59 | 0.53 | 10,218 | 14.52 | 1.00 (365) | 10Y 7M | 25.00 |
Portfolio Analysis of Sundaram Flexi Cap Fund
| No. of Stocks | 70 |
| Top 10 Stocks | 40.86% |
| Top 5 Stocks | 26.93% |
| Top 3 Sectors | 53.17% |
| Portfolio P/B Ratio | 3.52 |
| Portfolio P/E Ratio | 25.21 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,69,939 | 1,53,907 |
| Giant (%) | 61.46 | 53.57 |
| Large (%) | 13.66 | 18.60 |
| Mid (%) | 17.68 | 22.11 |
| Small (%) | 7.20 | 6.47 |
| Tiny (%) | — | 0.06 |
Chanakya’s Mutual Fund Guidance For Sundaram Flexi Cap Fund
Do not invest in this, or any other flexi-cap fund, if you need to redeem your investment in less than five years.
Apply Online: https://www.sundarammutual.com/Fund/AllSchemes
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