Sundaram Flexi Cap Fund Direct Growth

Equity
Flexi Cap
Very High Risk
1M
6M
1Y
All
NAV: 02 Sep 2025
₹15.43
Rating
NA
Min. SIP amount
₹100
Fund size
₹2,087.22Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (53)

NameSectorInstrumentAssets
FinancialEquity9.63%
FinancialEquity8.17%
EnergyEquity4.54%
ConstructionEquity3.31%
FinancialEquity3.12%
CommunicationEquity3.08%
FinancialEquity3.04%
TechnologyEquity3.01%
FinancialEquity2.84%
Consumer StaplesEquity2.84%
ConstructionEquity2.46%
Consumer StaplesEquity2.08%
AutomobileEquity1.93%
AutomobileEquity1.70%
Sundaram Low Duration Fund Direct-Growth
NAMutual Fund1.68%
HealthcareEquity1.65%
ServicesEquity1.45%
HealthcareEquity1.43%
FinancialEquity1.41%
FinancialEquity1.32%
ConstructionEquity1.31%
ConstructionEquity1.29%
ServicesEquity1.28%
ServicesEquity1.27%
EnergyEquity1.24%
ServicesEquity1.23%
ChemicalsEquity1.22%
EnergyEquity1.20%
Consumer StaplesEquity1.13%
HealthcareEquity1.11%
Capital GoodsEquity1.11%
HealthcareEquity1.11%
AutomobileEquity1.07%
Capital GoodsEquity1.07%
HealthcareEquity1.04%
Consumer StaplesEquity0.99%
Capital GoodsEquity0.98%
Consumer StaplesEquity0.98%
ServicesEquity0.94%
ChemicalsEquity0.93%
ServicesEquity0.90%
Capital GoodsEquity0.89%
ConstructionEquity0.86%
FinancialEquity0.84%
Consumer DiscretionaryEquity0.83%
ServicesEquity0.81%
AutomobileEquity0.80%
TechnologyEquity0.79%
Consumer StaplesEquity0.65%
TechnologyEquity0.62%
EnergyEquity0.54%
HealthcareEquity0.52%
EnergyEquity0.47%
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
Absolute returns
3M6M1YAll
Fund returns1.7%15.3%0.8%53.5%
Category averageNANA-3.5%NA
Rank with in category193520NA
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Peer Comparison

Equity, Flexi Cap fundsRating1Y3YFund Size(Cr)
5
4.3%24.3%3,425.76
5
5.1%22.8%80,642.30
5
5.7%21.3%1,13,280.87
4
-1.6%20.2%5,074.87
4
-2.5%18.9%18,987.94

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

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

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
NA
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,

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