Sundaram Flexi Cap Fund

An open-ended dynamic equity scheme investing across large cap, mid cap, small cap stocks

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About This Fund

Dynamically invests across large, mid and small caps depending on attractiveness and valuations
Diversified across industries and sectors
Potential to outperform across market cycles
Greater investment choices for the fund manager, leading to better diversification

NAV as on

Returns since inception as on

Date of Inception

Total AUM as on

₹ Crores

Risk Metric

Performance

of ₹

for

Calculate

Total Investment of ₹ would have become ₹

Product Features

Dynamically invests across large, mid and small caps depending on attractiveness and valuations
Diversified across industries and sectors
Potential to outperform across market cycles
Greater investment choices for the fund manager, leading to better diversification

Ideal For

Capital appreciation over long term
Investments in a dynamic mix of equity and equity related instruments across large cap, mid cap and small cap stocks

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

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).

Benchmark Index

Tier I:
Tier II:

Month End AuM

₹ Cr

Repayment Options

Growth

Income Distribution cum Capital Withdrawal (IDCW): Payout, Reinvestment, Transfer

Special Facitilities

SWP/SIP/STP

Minimum Investment Amount

₹ 100

Entry Load

Not Applicable

Exit Load

If units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment
- Up to 25% of the units: Nil
- More than 25% of the units: 1%
For redemption or transfer by way of STP or withdrawal by way of SWP after 365 days from the date of allotment: Nil

	Performance			₹ invested
Period	Fund (%)	TIER I (%)	Additional Benchmark (%)	Fund (₹)	TIER I (₹)	Additional Benchmark (₹)

Past performance may or may not be sustained in future. Returns/investment value are as of . Returns are on a compounded annual basis for period more than one year and absolute for one-year period and computed using NAV of Regular Plan-Growth Option.
Value of invested at inception is as on .

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Market Capitalization

Current Asset Allocation

Portfolio data as on

Portfolio

Fact-Sheet

One-Sheeter

Scheme Information Document

Statement of Additional Information