Comprehensive analysis of Sundaram Flexi Cap Fund - Direct (IDCW) (43131) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Sundaram Asset Management Company Ltd
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). No Guarantee: There is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Weak Returns
High Risk
Low Expense Ratio
Equity Focused
Established Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Market exposure level
Fund management costs
Historical performance consistency
Recent performance momentum
Fund manager experience
Assets under management
Risk-adjusted returns
This fund has underperformed its benchmark by 0.74% over the 3Y period.
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| HDFC Bank Ltd | Banks | 9.63% |
| ICICI Bank Ltd | Banks | 8.17% |
| TREPS | Debt Others | 7.19% |
| Reliance Industries Ltd | Refineries | 4.54% |
| Larsen & Toubro Ltd | Infrastructure Developers & Operators | 3.31% |
| Axis Bank Ltd | Banks | 3.12% |
| Bharti Airtel Ltd | Telecomm-Service | 3.08% |
| State Bank of India | Banks | 3.04% |
| Infosys Ltd | IT - Software | 3.01% |
| Kotak Mahindra Bank Ltd | Banks | 2.84% |
Compare against Flexi Cap Fund category average
This comparison shows how the fund performs relative to the Flexi Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Flexi Cap Fund category
| Fund Name | NAV | 3M | 6M | 1Y |
|---|---|---|---|---|
| HDFC Flexi Cap Fund - Direct (G) | ₹2179.11 | 3.49% | 15.57% | 5.68% |
| HDFC Flexi Cap Fund - (G) | ₹1991.48 | 3.32% | 15.19% | 5.00% |
| Aditya Birla SL Flexi Cap Fund - Direct (G) | ₹1984.68 | 1.50% | 16.57% | 0.44% |
| Franklin India Flexi Cap Fund - Direct (G) | ₹1796.84 | 0.08% | 12.98% | -2.27% |
| Aditya Birla SL Flexi Cap Fund (G) | ₹1774.12 | 1.29% | 16.11% | -0.34% |
| Franklin India Flexi Cap Fund - (G) | ₹1612.38 | -0.12% | 12.54% | -3.03% |
| Canara Robeco Flexi Cap Fund - Direct (G) | ₹384.36 | 3.70% | 18.35% | 1.62% |
| UTI-Flexi Cap Fund - Direct (G) | ₹352.62 | 4.09% | 14.30% | 1.58% |
| Canara Robeco Flexi Cap Fund (G) | ₹342.23 | 3.40% | 17.68% | 0.48% |
| UTI-Flexi Cap Fund (G) | ₹328.50 | 3.92% | 13.93% | 0.94% |
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