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NAV: 24 Nov 2025
₹15.94
Rating
3
Min. SIP amount
₹100
Fund size
₹2,129.78Cr
Return 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 | 9.1% | 16.0% | 15.6% |
| Category average | NA | 4.3% | 15.6% | NA |
| Rank with in category | NA | 15 | 46 | NA |
Understand terms
Peer Comparison
| Equity, Flexi Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Invesco India Flexi Cap Fund Direct Growth | 5 | 6.5% | 22.8% | 4,380.43 |
Parag Parikh Flexi Cap Fund Direct Growth | 5 | 10.8% | 22.0% | 1,25,799.63 |
HDFC Flexi Cap Direct Plan Growth | 5 | 11.9% | 21.8% | 91,041.00 |
HSBC Flexi Cap Fund Direct Growth | 4 | 3.8% | 19.8% | 5,267.09 |
Franklin India Flexi Cap Fund Direct Growth | 4 | 8.2% | 19.1% | 19,796.16 |
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 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.comCompare funds
Sundaram Flexi Cap Fund Direct Growth
VS
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