Stocks
Invest in Stocks
Invest in stocks, ETFs, IPOs with fast orders. Track returns on your stock holdings and view real-time P&L on your positions.
F&O
1M
6M
1Y
3Y
All
NAV: 14 Oct 2025
₹15.56
Rating
3
Min. SIP amount
₹100
Fund size
₹2,063.86Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (52)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 9.18% |
ICICI Bank Ltd. | Financial | Equity | 7.52% |
Reliance Industries Ltd. | Energy | Equity | 4.51% |
Bharti Airtel Ltd. | Communication | Equity | 4.04% |
Axis Bank Ltd. | Financial | Equity | 3.65% |
Larsen & Toubro Ltd. | Construction | Equity | 3.37% |
State Bank of India | Financial | Equity | 3.36% |
Infosys Ltd. | Technology | Equity | 3.27% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 2.90% |
ITC Ltd. | Consumer Staples | Equity | 2.80% |
Ultratech Cement Ltd. | Construction | Equity | 2.49% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 2.16% |
Cipla Ltd. | Healthcare | Equity | 1.86% |
Force Motors Ltd. | Automobile | Equity | 1.71% |
NTPC Ltd. | Energy | Equity | 1.58% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.56% |
Swiggy Ltd. | Services | Equity | 1.54% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.49% |
Tata Motors Ltd. | Automobile | Equity | 1.49% |
Metropolis Healthcare Ltd. | Healthcare | Equity | 1.48% |
Ambuja Cements Ltd. | Construction | Equity | 1.42% |
Alkem Laboratories Ltd. | Healthcare | Equity | 1.39% |
Delhivery Ltd. | Services | Equity | 1.37% |
Eternal Ltd. | Services | Equity | 1.36% |
Emami Ltd. | Consumer Staples | Equity | 1.34% |
Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 1.33% |
United Spirits Ltd. | Consumer Staples | Equity | 1.28% |
GAIL (India) Ltd. | Energy | Equity | 1.28% |
Jubilant FoodWorks Ltd. | Services | Equity | 1.23% |
GE Vernova T&D India Ltd | Capital Goods | Equity | 1.22% |
Sundaram Liquid Direct-Growth | NA | Mutual Fund | 1.21% |
Cummins India Ltd. | Capital Goods | Equity | 1.20% |
Varun Beverages Ltd. | Consumer Staples | Equity | 1.18% |
Interglobe Aviation Ltd. | Services | Equity | 1.17% |
UPL Ltd. | Chemicals | Equity | 1.15% |
Tech Mahindra Ltd. | Technology | Equity | 1.14% |
Devyani International Ltd. | Services | Equity | 1.09% |
Maruti Suzuki India Ltd. | Automobile | Equity | 1.08% |
Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 1.07% |
Tata Consumer Products Ltd. | Consumer Staples | Equity | 1.06% |
Hindustan Aeronautics Ltd. | Capital Goods | Equity | 1.03% |
Union Bank of India | Financial | Equity | 1.01% |
Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.97% |
HCL Technologies Ltd. | Technology | Equity | 0.95% |
Deepak Nitrite Ltd. | Chemicals | Equity | 0.93% |
Affle 3I Ltd. | Technology | Equity | 0.92% |
Torrent Power Ltd. | Energy | Equity | 0.91% |
Indusind Bank Ltd. | Financial | Equity | 0.91% |
Praj Industries Ltd. | Capital Goods | Equity | 0.63% |
Neuland Laboratories Ltd. | Healthcare | Equity | 0.58% |
Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.58% |
BSE Ltd. | Services | Equity | 0.44% |
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 | 1.5% | 16.8% | 15.3% |
| Category average | NA | -2.3% | 17.2% | NA |
| Rank with in category | NA | 21 | 46 | NA |
Understand terms
Peer Comparison
| Equity, Flexi Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Invesco India Flexi Cap Fund Direct Growth | 5 | 2.4% | 25.3% | 3,999.72 |
HDFC Flexi Cap Direct Plan Growth | 5 | 6.9% | 24.5% | 85,559.59 |
Parag Parikh Flexi Cap Fund Direct Growth | 5 | 6.6% | 22.8% | 1,19,723.33 |
HSBC Flexi Cap Fund Direct Growth | 4 | -1.7% | 21.8% | 5,049.19 |
Franklin India Flexi Cap Fund Direct Growth | 4 | -1.2% | 19.9% | 18,912.06 |
Expense ratio, exit load and tax
Expense ratio: 0.63%
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
Dwijendra SrivastavaAug 2022 - PresentView details
Dwijendra Srivastava
Aug 2022 - Present
View details
Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes
Bharath S.Jul 2024 - PresentView details
Bharath S.
Jul 2024 - Present
View details
Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Also manages these schemes
Sudhir KediaAug 2022 - PresentView details
Sudhir Kedia
Aug 2022 - Present
View details
Education
Mr. Kedia is CA, CMA and MBA.
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Mirae Asset Mutual Fund and ASK investment.
Also manages these schemes
Pathanjali SrinivasanJul 2024 - PresentView details
Pathanjali Srinivasan
Jul 2024 - Present
View details
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.comPros and cons
Category: Equity Flexi Cap
Pros
Lower expense ratio: 0.63%
1Y annualised returns higher than category average by 4.83%
Cons
3Y annualised returns lower than category average by 0.08%
Compare funds
Sundaram Flexi Cap Fund Direct Growth
VS
Add mutual fund to compare