Sundaram Flexi Cap Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation16.8%
Sharpe Ratio-0.17
Beta1.03
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
HDFC Bank LtdFinancial Services9.46%
ICICI Bank LtdFinancial Services7.89%
Reliance Industries LtdEnergy & Infra4.86%
TrepsUtilities4.04%
Sundaram Liquid Dir GrUtilities3.56%
Axis Bank LtdFinancial Services3.47%
Larsen & Toubro LtdCapital Goods3.31%
Bharti Airtel LtdServices3.20%
Infosys LtdTechnology3.17%
State Bank of IndiaFinancial Services3.10%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2%
Regulatory & Tax Information
INF903JA1LD4
ISINDailyDealing Frequency
BSE 500 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)