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Sundaram Flexi Cap Fund Direct Growth
+8.39%
3Y annualised
+0.45% 1D
NAV: 28 Oct '26
₹14.26
Min. for SIP
₹100
Fund size (AUM)
₹1,837.22 Cr
Expense ratio
0.86%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹14,548 | -3.01% | |
| 6 months | ₹30,000 | ₹28,799 | -4.00% | |
| 1 year | ₹60,000 | ₹56,523 | -5.79% | |
| 3 years | ₹1,80,000 | ₹1,77,856 | -1.19% |
Holdings (55)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 6.46% |
| HDFC Bank Ltd | Financial | Equity | 5.88% |
| Axis Bank Ltd | Financial | Equity | 4.44% |
| Bharti Airtel Ltd | Technology | Equity | 3.79% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 3.74% |
| State Bank of India | Financial | Equity | 3.59% |
| Larsen & Toubro Ltd | Industrials | Equity | 3.53% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 3.42% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 3.40% |
| Infosys Ltd | Technology | Equity | 2.87% |
| Ultratech Cement Ltd | Materials | Equity | 2.39% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.25% |
| Zomato Ltd | Technology | Equity | 2.22% |
| Force Motors Ltd | Industrials | Equity | 2.00% |
| Indusind Bank Ltd | Financial | Equity | 1.85% |
| Thermax Ltd | Industrials | Equity | 1.72% |
| Zydus Lifesciences Ltd | Healthcare | Equity | 1.71% |
| NTPC Ltd | Energy & Utilities | Equity | 1.67% |
| Tata Motors Ltd | Industrials | Equity | 1.55% |
| Alkem Laboratories Ltd | Healthcare | Equity | 1.49% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 1.48% |
| United Spirits Ltd | Consumer Staples | Equity | 1.47% |
| Cummins India Ltd | Industrials | Equity | 1.46% |
| Elecon Engineering Company Ltd | Industrials | Equity | 1.44% |
| Affle (India) Ltd | Industrials | Equity | 1.44% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.41% |
| GAIL (India) Ltd | Energy & Utilities | Equity | 1.40% |
| Phoenix Mills Ltd | Real Estate | Equity | 1.40% |
| Devyani International Ltd | Consumer Discretionary | Equity | 1.38% |
| ITC Ltd | Consumer Staples | Equity | 1.37% |
| HCL Technologies Ltd | Technology | Equity | 1.35% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 1.31% |
| Indegene Ltd. | Healthcare | Equity | 1.30% |
| Swiggy Ltd. | Technology | Equity | 1.25% |
| Tata Steel Ltd | Materials | Equity | 1.24% |
| IIFL Wealth Management Ltd | Financial | Equity | 1.24% |
| Ceat Ltd | Consumer Discretionary | Equity | 1.22% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 1.21% |
| TATA CAPITAL LIMITED EQ | Financial | Equity | 1.20% |
| Delhivery Ltd | Industrials | Equity | 1.17% |
| Whirlpool Of India Ltd | Consumer Discretionary | Equity | 1.13% |
| Union Bank of India | Financial | Equity | 1.12% |
| Mahindra & Mahindra Financial Services Ltd | Financial | Equity | 1.11% |
| Kalpataru Power Transmission Ltd | Industrials | Equity | 1.08% |
| Emami Ltd | Consumer Staples | Equity | 1.06% |
| JK Lakshmi Cement Ltd | Materials | Equity | 1.04% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 0.99% |
| Repo | Unspecified | Repo | 0.98% |
| IDFC First Bank Ltd | Financial | Equity | 0.96% |
| Max Financial Services Ltd | Financial | Equity | 0.95% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.87% |
| Torrent Power Ltd | Energy & Utilities | Equity | 0.81% |
| LTIMindtree Ltd | Technology | Equity | 0.79% |
| Amara Raja Batteries Ltd | Consumer Discretionary | Equity | 0.70% |
| Net Payables | Unspecified | Net Payables | -0.26% |
See All
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | -6.6% | -10.6% | +8.4% | +8.9% |
| Category average (Equity Flexi Cap) | -3.1% | -6.2% | +10.6% | +13.7% |
| Rank (Equity Flexi Cap) | -- | 63 | 43 | -- |
Exit load, stamp duty and tax
Exit load
Exit Load for units in excess of 25% of the investment,1% will be charged for redemption within 365 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +5.77% | +18.21% | 1,588.28 | |
 | +2.27% | +18.15% | 3,098.01 | |
 | -5.52% | +15.26% | 1,08,546.98 | |
 | -2.14% | +14.82% | 5,748.74 | |
 | -10.21% | +9.98% | 18,188.24 | |
| Compare | ||||
Fund management
SSShalav SaketDec 2025 - PresentView details
SS
Shalav Saket
Dec 2025 - Present
View details
BSBharath SJul 2024 - PresentView details
BS
Bharath S
Jul 2024 - Present
View details
SASandeep AgarwalJun 2026 - PresentView details
SA
Sandeep Agarwal
Jun 2026 - Present
View details
About Sundaram Flexi Cap Fund Direct Growth
Sundaram Flexi Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Shalav Saket is the Current Fund Manager of Sundaram Flexi Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹77,566 Cr and the Latest NAV as of 28 Oct 2026 is ₹14.26.
The Sundaram Flexi Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit Load for units in excess of 25% of the investment,1% will be charged for redemption within 365 days.
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Investment Objective
The scheme seeks to generate capital appreciation by dynamically investing in a mix of equity and equity related instruments across market capitalization.
Fund benchmarkNIFTY 500 Total Return Index
Fund house
Rank (total assets)#17 in India
Total AUM₹77,566.02 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,