Can I invest in SIP and Lumpsum in Sundaram Flexi Cap Fund (IDCW) RI Direct Growth?

Yes, you can invest both lumpsum and SIP in Sundaram Flexi Cap Fund (IDCW) RI. Minimum lumpsum investment Sundaram Flexi Cap Fund (IDCW) RI is ₹100 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of Sundaram Flexi Cap Fund (IDCW) RI Direct Growth?

The latest NAV (Net Asset Value) of Sundaram Flexi Cap Fund (IDCW) RI is Sundaram Flexi Cap Fund (IDCW) RI is ₹13.63 as on 2025-01-01.

Which are the biggest stock holdings of Sundaram Flexi Cap Fund (IDCW) RI?

The 5 biggest stock holdings of Sundaram Flexi Cap Fund (IDCW) RI are: HDFC Bank (7.99%), ICICI Bank (7.11%), Infosys (4.43%), Reliance Industr (4.19%), Larsen & Toubro (3.58%)

What are the top sectors Sundaram Flexi Cap Fund (IDCW) RI invests in?

A majority of Sundaram Flexi Cap Fund (IDCW) RI 's AUM worth ₹2,105.11 (Cr) is invested in these 3 top sectors: Banks : 22.54% IT-Software : 7.88% Pharmaceuticals & Biotech : 7.20%

Mutual Funds
Sundaram Flexi Cap Fund (IDCW) RI

Sundaram Flexi Cap Fund (IDCW) RI

Flexi Cap Fund

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NAV
13.63(0.64%)
Fund Size (CR)
₹2,105.11
Expense Ratio
2.01
Scheme Type
Active Fund
Value Research
-

Min. investment
₹100
Minimum Additional Investment
₹100
Minimum SIP Investment
₹100
Minimum Withdrawal
₹100
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
16.63%

Absolute Return: -9.56%

Annualized Return: 0%

Basic Details

Scheme Manager

Sudhir Kedia

Bench Mark

Nifty 500 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	23 December 2024	10019.57	0.20%	-	0.06%	49/164
1 Month	29 November 2024	9935.45	-0.65%	-	-0.51%	66/164
3 Month	30 September 2024	9481.40	-5.19%	-	-5.34%	76/164
6 Month	28 June 2024	10343.74	3.44%	-	2.31%	42/164
1 Year	29 December 2023	11470.00	14.70%	14.70%	20.72%	130/160
3 Year	-	-	0%	-	15.75%	-/-
5 Year	-	-	0%	-	18.93%	-/-
Since Inception	6 September 2022	14284.40	42.84%	16.63%	19.22%	82/164

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 January 2024	1,30,000	138821.80	6.79%	6.79%
3 Year	3 October 2022	2,80,000	345629.50	23.44%	7.27%
5 Year	-	-	-	-	-
10 Year	-	-	-	-	-

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

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Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

3.15%

Standard Deviation

0.86%

Beta

1.11%

Sharpe Ratio

0.08%

Treynor's Ratio

-0.45%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
HDFC Bank	7.99%	936000	168.11	Equity	Banks
ICICI Bank	7.11%	1151000	149.64	Equity	Banks
Infosys	4.43%	502000	93.26	Equity	IT - Software
Reliance Industr	4.19%	682000	88.13	Equity	Refineries
Larsen & Toubro	3.58%	202401	75.39	Equity	Infrastructure Developers & Operators
Bharti Airtel	3.30%	427000	69.48	Equity	Telecomm-Service
St Bk of India	2.85%	716000	60.07	Equity	Banks
Sun Pharma.Inds.	2.58%	305000	54.32	Equity	Pharmaceuticals
TCS	2.39%	117702	50.27	Equity	IT - Software
Interglobe Aviat	2.27%	109000	47.73	Equity	Air Transport Service

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Motilal Oswal Flexi Cap Fund-Dir(IDCW)	12598.45	3.11%	1.56%	15.71%	47.50%	24.41%
Motilal Oswal Flexi Cap Fund-Dir(G)	12598.45	3.11%	1.56%	15.71%	47.49%	24.40%
Invesco India Flexi Cap Fund - Direct (IDCW)	2415.25	1.80%	-0.45%	10.30%	36.53%	-
Invesco India Flexi Cap Fund - Direct (G)	2415.25	1.75%	-0.45%	10.31%	36.46%	-
JM Flexicap Fund - Direct (IDCW)	5012.19	0.64%	-4.19%	1.99%	35.15%	28.06%

News

Sundaram MF announces change in Fund Manager of the following scheme
Sundaram Mutual Fund has announced change in Fund Managers of the following scheme with effect from: 17 December 2024
Change in Fund Managers of the Scheme:

Scheme Name Existing Fund Manager New Fund Manager

Sundaram Consumption Fund Ratish B. Varier
Nikunj Gala Ratish B. Varier

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Scheme Name	Existing Fund Manager	New Fund Manager
Sundaram Consumption Fund	Ratish B. Varier Nikunj Gala	Ratish B. Varier

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW)
Sundaram Mutual Fund has announced 19 December 2024 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:
Sundaram Diversified Equity Fund - Regular Plan - Quarterly IDCW Option: 0.127
Sundaram Diversified Equity Fund - Direct Plan - Quarterly IDCW Option: 0.153
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Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes
Sundaram Mutual Fund has announced 17 December 2024 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:
Sundaram Aggressive Hybrid Fund - Regular Plan-Monthly-IDCW Option: 0.250
Sundaram Aggressive Hybrid Fund - Direct Plan-Monthly-IDCW Option: 0.350
Sundaram Balanced Advantage Fund - Regular Plan-Monthly-IDCW Option: 0.115
Sundaram Balanced Advantage Fund - Direct Plan-Monthly-IDCW Option: 0.140
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Fund House Details & Investment Objective

Date of Incorporation

16 August 2022

Total AUM (Cr)

₹2105.11

Sundaram Flexi Cap Fund (IDCW) RI is an Flexi Cap Fund-oriented fund from the renowned AMC, Sundaram Mutual Fund. Launched in 16 August 2022, this fund is managed by Sudhir Kedia. With assets under management (AUM) worth ₹2,105.11 (Cr), as of 1 January 2025, Sundaram Flexi Cap Fund (IDCW) RI is categorized as a Flexi Cap Fund within its segment. The fund has generated a return of 16.63% since its launch.
The current NAV of Sundaram Flexi Cap Fund (IDCW) RI is ₹13.63, as on 1 January 2025. The fund's benchmark index is Nifty 500 TRI. You can invest in Sundaram Flexi Cap Fund (IDCW) RI via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹100.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. The fund has generated undefined% and undefined% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 98.55% in Equity, 1.60% in Debt and -0.15% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 22.54% in Banks, 7.88% in IT-Software, 7.20% in Pharmaceuticals & Biotech, 4.77% in Petroleum Products, 4.38% in Finance

FAQs

How to Invest in Sundaram Flexi Cap Fund (IDCW) RI Direct Growth?

Sundaram Flexi Cap Fund (IDCW) RI is a popular fund in the Flexi Cap Fund segment. The fund has generated a return of 16.63% since inception. Looking to invest in Sundaram Flexi Cap Fund (IDCW) RI How about earning 1% extra return? All this is possible with m.Stock! Investing in Sundaram Flexi Cap Fund (IDCW) RI is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Sundaram Flexi Cap Fund (IDCW) RI
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Sundaram Flexi Cap Fund (IDCW) RI today and reap the benefits of this Flexi Cap Fund fund!

How much returns has Sundaram Flexi Cap Fund (IDCW) RI Direct Growth generated?

In the short term, i.e., 1 year, Sundaram Flexi Cap Fund (IDCW) RI has generated annualised return of 14.70%. In the long-term, the fund has generated undefined% and - in 3 and 5 years respectively. Since its inception, the fund has generated 16.63% returns.

What is the expense ratio of Sundaram Flexi Cap Fund (IDCW) RI Direct Growth?

The expense ratio of Sundaram Flexi Cap Fund (IDCW) RI Direct Growth is 2.01%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Sundaram Flexi Cap Fund (IDCW) RI Fund Direct Growth?

The Assets Under Management (AUM) of Sundaram Flexi Cap Fund (IDCW) RI is ₹2,105.11 (Cr) as of 2025-01-01 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Sundaram Flexi Cap Fund (IDCW) RI Direct Growth?

Redeeming or selling units of Sundaram Flexi Cap Fund (IDCW) RI is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Sundaram Flexi Cap Fund (IDCW) RI:

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Sundaram Flexi Cap Fund (IDCW) RI).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).