Sundaram Flexi Cap Fund Direct Growth

Sundaram Flexi Cap Fund Direct Growth

Equity
Flexi Cap
Very High Risk
+16.35%
3Y annualised
+0.26% 1D
1M
6M
1Y
3Y
All
NAV: 16 Jan '26
₹15.83
Min. SIP amount
₹100
Fund size
₹2,128.18 Cr
Expense ratio
0.69%

Return calculator

Monthly SIP
One time
Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹62,807
+4.68%
3 years₹1,80,000₹2,16,470
+20.26%

Holdings (53)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity8.77%
ICICI Bank Ltd.FinancialEquity5.93%
Reliance Industries Ltd.EnergyEquity5.03%
Bharti Airtel Ltd.CommunicationEquity4.39%
Infosys Ltd.TechnologyEquity4.05%
Axis Bank Ltd.FinancialEquity3.97%
State Bank of IndiaFinancialEquity3.67%
Larsen & Toubro Ltd.ConstructionEquity3.65%
Kotak Mahindra Bank Ltd.FinancialEquity3.10%
ITC Ltd.Consumer StaplesEquity2.49%
Ultratech Cement Ltd.ConstructionEquity2.33%
Mahindra & Mahindra Ltd.AutomobileEquity2.27%
Force Motors Ltd.AutomobileEquity2.03%
Cipla Ltd.HealthcareEquity1.82%
Kirloskar Oil Engines Ltd.Capital GoodsEquity1.71%
Sun Pharmaceutical Industries Ltd.HealthcareEquity1.63%
Tata Consultancy Services Ltd.TechnologyEquity1.54%
Union Bank of IndiaFinancialEquity1.54%
HCL Technologies Ltd.TechnologyEquity1.53%
Indusind Bank Ltd.FinancialEquity1.49%
NTPC Ltd.EnergyEquity1.49%
Alkem Laboratories Ltd.HealthcareEquity1.37%
Swiggy Ltd.ServicesEquity1.36%
Metropolis Healthcare Ltd.HealthcareEquity1.36%
United Spirits Ltd.Consumer StaplesEquity1.36%
Eternal Ltd.ServicesEquity1.35%
Devyani International Ltd.ServicesEquity1.35%
Ambuja Cements Ltd.ConstructionEquity1.35%
Cummins India Ltd.Capital GoodsEquity1.31%
Emami Ltd.Consumer StaplesEquity1.27%
Varun Beverages Ltd.Consumer StaplesEquity1.27%
Tech Mahindra Ltd.TechnologyEquity1.26%
GAIL (India) Ltd.EnergyEquity1.21%
Delhivery Ltd.ServicesEquity1.19%
Tata Consumer Products Ltd.Consumer StaplesEquity1.08%
Jubilant FoodWorks Ltd.ServicesEquity1.08%
UPL Ltd.ChemicalsEquity1.04%
Interglobe Aviation Ltd.ServicesEquity1.03%
Affle 3I Ltd.TechnologyEquity1.02%
Hindustan Aeronautics Ltd.Capital GoodsEquity1.00%
Indegene Ltd.HealthcareEquity0.99%
Whirlpool Of India Ltd.Consumer DiscretionaryEquity0.98%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity0.98%
Amara Raja Energy & Mobility LtdCapital GoodsEquity0.95%
Torrent Power Ltd.EnergyEquity0.95%
Tata Motors Ltd.AutomobileEquity0.88%
Hindustan Unilever Ltd.Consumer StaplesEquity0.87%
Deepak Nitrite Ltd.ChemicalsEquity0.85%
LTIMindtree Ltd.TechnologyEquity0.76%
GE Vernova T&D India LtdCapital GoodsEquity0.72%
Praj Industries Ltd.Capital GoodsEquity0.60%
JK Lakshmi Cement Ltd.ConstructionEquity0.50%
Kwality Walls India Ltd.Consumer StaplesEquity0.02%
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
Name6M1Y3YAll
Fund returns+1.1%+10.3%+16.4%+14.6%
Category average (Equity Flexi Cap)-0.4%+2.2%+16.0%--
Rank (Equity Flexi Cap)--2444--

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

Fund management

DS
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

SS
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.

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. Dwijendra Srivastava is the Current Fund Manager of Sundaram Flexi Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,137 Cr and the Latest NAV as of 16 Jan 2026 is ₹15.83. 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. ;

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₹76,136.70 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mailNA
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianStandard Chartered Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,