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
Mutual Funds
Invest in Mutual Funds
Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Sundaram Flexi Cap Fund Direct Growth
Equity
Flexi Cap
Very High Risk
+17.22%
3Y annualised
-1.00% 1D
NAV: 27 Feb '26
₹15.64
Min. for SIP
₹100
Fund size
₹2,050.72 Cr
Expense ratio
0.70%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹14,966 | -0.23% | |
| 6 months | ₹30,000 | ₹30,084 | +0.28% | |
| 1 year | ₹60,000 | ₹62,209 | +3.68% | |
| 3 years | ₹1,80,000 | ₹2,12,636 | +18.13% |
Holdings (52)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 7.77% |
| ICICI Bank Ltd. | Financial | Equity | 5.93% |
| Axis Bank Ltd. | Financial | Equity | 4.44% |
| Reliance Industries Ltd. | Energy | Equity | 4.32% |
| Infosys Ltd. | Technology | Equity | 4.27% |
| Bharti Airtel Ltd. | Communication | Equity | 4.26% |
| State Bank of India | Financial | Equity | 4.18% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.36% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.98% |
| Ultratech Cement Ltd. | Construction | Equity | 2.60% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.18% |
| ITC Ltd. | Consumer Staples | Equity | 2.07% |
| Force Motors Ltd. | Automobile | Equity | 1.97% |
| Union Bank of India | Financial | Equity | 1.87% |
| Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 1.71% |
| NTPC Ltd. | Energy | Equity | 1.66% |
| HCL Technologies Ltd. | Technology | Equity | 1.66% |
| Cipla Ltd. | Healthcare | Equity | 1.65% |
| Indusind Bank Ltd. | Financial | Equity | 1.60% |
| Tata Consultancy Services Ltd. | Technology | Equity | 1.55% |
| Eternal Ltd. | Services | Equity | 1.48% |
| Alkem Laboratories Ltd. | Healthcare | Equity | 1.47% |
| Tech Mahindra Ltd. | Technology | Equity | 1.43% |
| Metropolis Healthcare Ltd. | Healthcare | Equity | 1.37% |
| United Spirits Ltd. | Consumer Staples | Equity | 1.33% |
| GAIL (India) Ltd. | Energy | Equity | 1.32% |
| Cummins India Ltd. | Capital Goods | Equity | 1.30% |
| Ambuja Cements Ltd. | Construction | Equity | 1.28% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 1.27% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.24% |
| Emami Ltd. | Consumer Staples | Equity | 1.21% |
| Swiggy Ltd. | Services | Equity | 1.19% |
| Delhivery Ltd. | Services | Equity | 1.17% |
| Devyani International Ltd. | Services | Equity | 1.10% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 1.09% |
| Elecon Engineering Company Ltd. | Capital Goods | Equity | 1.06% |
| Tata Motors Ltd. | Automobile | Equity | 1.05% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.05% |
| LTIMindtree Ltd. | Technology | Equity | 1.05% |
| Torrent Power Ltd. | Energy | Equity | 1.04% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.98% |
| Interglobe Aviation Ltd. | Services | Equity | 0.97% |
| Indegene Ltd. | Healthcare | Equity | 0.95% |
| Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 0.95% |
| Affle 3I Ltd. | Technology | Equity | 0.91% |
| Whirlpool Of India Ltd. | Consumer Discretionary | Equity | 0.88% |
| Deepak Nitrite Ltd. | Chemicals | Equity | 0.84% |
| JK Lakshmi Cement Ltd. | Construction | Equity | 0.70% |
| Praj Industries Ltd. | Capital Goods | Equity | 0.56% |
| Brigade Enterprises Ltd. | Construction | Equity | 0.56% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 0.49% |
| Kwality Wall's (India) Ltd. | Consumer Staples | Equity | 0.02% |
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
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | +1.9% | +17.5% | +17.2% | +13.7% |
| Category average (Equity Flexi Cap) | -0.4% | +2.2% | +16.0% | -- |
| Rank (Equity Flexi Cap) | -- | 39 | 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) | |
|---|---|---|---|---|
HDFC Flexi Cap Direct Plan Growth | +18.29% | +23.62% | 97,451.56 | |
Invesco India Flexi Cap Fund Direct Growth | +13.22% | +22.41% | 4,584.14 | |
Parag Parikh Flexi Cap Fund Direct Growth | +10.06% | +21.12% | 1,33,969.81 | |
HSBC Flexi Cap Fund Direct Growth | +16.20% | +20.18% | 5,317.76 | |
Franklin India Flexi Cap Fund Direct Growth | +14.88% | +20.11% | 19,528.04 | |
| Compare | ||||
Fund management
DSDwijendra SrivastavaAug 2022 - PresentView details
DS
Dwijendra Srivastava
Aug 2022 - Present
View details
BSBharath S.Jul 2024 - PresentView details
BS
Bharath S.
Jul 2024 - Present
View details
SSShalav SaketDec 2025 - PresentView details
SS
Shalav Saket
Dec 2025 - 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. 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 ₹75,674 Cr and the Latest NAV as of 27 Feb 2026 is ₹15.64.
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₹75,674.20 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,