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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
1M
6M
1Y
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NAV: 12 Dec 2025
₹16.01
Rating
3
Min. SIP amount
₹100
Fund size
₹2,149.24Cr
Returns calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (50)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 8.72% |
ICICI Bank Ltd. | Financial | Equity | 7.27% |
Reliance Industries Ltd. | Energy | Equity | 4.76% |
Bharti Airtel Ltd. | Communication | Equity | 4.28% |
Axis Bank Ltd. | Financial | Equity | 3.85% |
Larsen & Toubro Ltd. | Construction | Equity | 3.60% |
State Bank of India | Financial | Equity | 3.50% |
Infosys Ltd. | Technology | Equity | 3.26% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 2.96% |
ITC Ltd. | Consumer Staples | Equity | 2.84% |
Ultratech Cement Ltd. | Construction | Equity | 2.36% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 2.13% |
Cipla Ltd. | Healthcare | Equity | 1.80% |
Force Motors Ltd. | Automobile | Equity | 1.74% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.60% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.52% |
NTPC Ltd. | Energy | Equity | 1.52% |
Union Bank of India | Financial | Equity | 1.48% |
Swiggy Ltd. | Services | Equity | 1.44% |
Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 1.40% |
Metropolis Healthcare Ltd. | Healthcare | Equity | 1.39% |
Delhivery Ltd. | Services | Equity | 1.38% |
Alkem Laboratories Ltd. | Healthcare | Equity | 1.37% |
Ambuja Cements Ltd. | Construction | Equity | 1.37% |
United Spirits Ltd. | Consumer Staples | Equity | 1.34% |
Eternal Ltd. | Services | Equity | 1.29% |
Emami Ltd. | Consumer Staples | Equity | 1.29% |
GAIL (India) Ltd. | Energy | Equity | 1.29% |
Cummins India Ltd. | Capital Goods | Equity | 1.29% |
UPL Ltd. | Chemicals | Equity | 1.22% |
Varun Beverages Ltd. | Consumer Staples | Equity | 1.22% |
GE Vernova T&D India Ltd | Capital Goods | Equity | 1.21% |
Jubilant FoodWorks Ltd. | Services | Equity | 1.15% |
Interglobe Aviation Ltd. | Services | Equity | 1.14% |
Tech Mahindra Ltd. | Technology | Equity | 1.13% |
Maruti Suzuki India Ltd. | Automobile | Equity | 1.06% |
Tata Consumer Products Ltd. | Consumer Staples | Equity | 1.06% |
Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 1.05% |
HCL Technologies Ltd. | Technology | Equity | 1.03% |
Devyani International Ltd. | Services | Equity | 1.01% |
Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.99% |
Torrent Power Ltd. | Energy | Equity | 0.95% |
Indusind Bank Ltd. | Financial | Equity | 0.95% |
Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.93% |
Affle 3I Ltd. | Technology | Equity | 0.88% |
Tata Motors Passenger Vehicles Ltd. | Automobile | Equity | 0.87% |
Deepak Nitrite Ltd. | Chemicals | Equity | 0.85% |
Praj Industries Ltd. | Capital Goods | Equity | 0.63% |
Tata Motors Ltd. | Automobile | Equity | 0.55% |
BSE Ltd. | Services | Equity | 0.52% |
See All
Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Returns and rankings
Category: Equity Flexi Cap
Annualised returns
Absolute returns
| 6M | 1Y | 3Y | All | |
|---|---|---|---|---|
| Fund returns | NA | 4.9% | 15.8% | 15.5% |
| Category average | NA | -0.7% | 15.3% | NA |
| Rank with in category | NA | 15 | 39 | NA |
Understand terms
Peer Comparison
| Equity, Flexi Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Invesco India Flexi Cap Fund Direct Growth | 5 | -0.7% | 22.4% | 4,680.24 |
Parag Parikh Flexi Cap Fund Direct Growth | 5 | 6.2% | 22.1% | 1,25,799.63 |
HDFC Flexi Cap Direct Plan Growth | 5 | 9.5% | 21.6% | 94,068.73 |
HSBC Flexi Cap Fund Direct Growth | 4 | -2.2% | 19.4% | 5,247.71 |
Franklin India Flexi Cap Fund Direct Growth | 4 | 1.5% | 17.9% | 20,021.75 |
Expense ratio, exit load and tax
Expense ratio: 0.62%
Inclusive of GST
Exit load
Exit Load for units in excess of 25% of the investment,1% will be charged for redemption within 365 days.
Stamp duty
0.005% (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%.
Understand terms
Check past data
Fund management
Shalav SaketDec 2025 - PresentView details
Shalav Saket
Dec 2025 - Present
View details
Education
MBA, B-Tech, CFA
Experience
Prior joining the Sundaram AMC, he was associated with SAMC, BofA Securities, PWC, Samsung.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NAWebsite
www.sundarammutual.com
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comCompare funds
Sundaram Flexi Cap Fund Direct Growth
VS
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