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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Sundaram Flexi Cap Fund Direct Growth
+12.92%
3Y annualised
+0.06% 1D
NAV: 20 May '26
₹14.80
Min. for SIP
₹100
Fund size (AUM)
₹2,003.89 Cr
Expense ratio
0.72%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹14,994 | -0.04% | |
| 6 months | ₹30,000 | ₹29,173 | -2.76% | |
| 1 year | ₹60,000 | ₹58,009 | -3.32% | |
| 3 years | ₹1,80,000 | ₹1,93,678 | +7.60% |
Holdings (52)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 6.86% |
| ICICI Bank Ltd. | Financial | Equity | 5.66% |
| Reliance Industries Ltd. | Energy | Equity | 4.30% |
| Axis Bank Ltd. | Financial | Equity | 4.21% |
| Bharti Airtel Ltd. | Communication | Equity | 3.90% |
| State Bank of India | Financial | Equity | 3.81% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.45% |
| Infosys Ltd. | Technology | Equity | 3.15% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.87% |
| Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 2.53% |
| Ultratech Cement Ltd. | Construction | Equity | 2.43% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.16% |
| Force Motors Ltd. | Automobile | Equity | 2.14% |
| ITC Ltd. | Consumer Staples | Equity | 2.07% |
| NTPC Ltd. | Energy | Equity | 1.91% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 1.83% |
| Union Bank of India | Financial | Equity | 1.76% |
| Cummins India Ltd. | Capital Goods | Equity | 1.71% |
| Indusind Bank Ltd. | Financial | Equity | 1.68% |
| Cipla Ltd. | Healthcare | Equity | 1.67% |
| Eternal Ltd. | Services | Equity | 1.47% |
| Elecon Engineering Company Ltd. | Capital Goods | Equity | 1.45% |
| Alkem Laboratories Ltd. | Healthcare | Equity | 1.43% |
| PB Fintech Ltd. | Services | Equity | 1.37% |
| United Spirits Ltd. | Consumer Staples | Equity | 1.32% |
| Delhivery Ltd. | Services | Equity | 1.32% |
| GAIL (India) Ltd. | Energy | Equity | 1.32% |
| Tata Consultancy Services Ltd. | Technology | Equity | 1.26% |
| Devyani International Ltd. | Services | Equity | 1.21% |
| HCL Technologies Ltd. | Technology | Equity | 1.20% |
| Tata Motors Ltd. | Automobile | Equity | 1.18% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.16% |
| Whirlpool Of India Ltd. | Consumer Discretionary | Equity | 1.15% |
| Ambuja Cements Ltd. | Construction | Equity | 1.14% |
| Emami Ltd. | Consumer Staples | Equity | 1.14% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 1.12% |
| Interglobe Aviation Ltd. | Services | Equity | 1.11% |
| Swiggy Ltd. | Services | Equity | 1.11% |
| JK Lakshmi Cement Ltd. | Construction | Equity | 1.06% |
| Torrent Power Ltd. | Energy | Equity | 1.04% |
| Indegene Ltd. | Healthcare | Equity | 1.01% |
| Deepak Nitrite Ltd. | Chemicals | Equity | 0.91% |
| Affle 3I Ltd. | Technology | Equity | 0.86% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.82% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 0.77% |
| LTM Limited | Technology | Equity | 0.76% |
| Tata Steel Ltd. | Metals & Mining | Equity | 0.76% |
| Max Financial Services Ltd. | Financial | Equity | 0.75% |
| Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 0.75% |
| Thermax Ltd. | Capital Goods | Equity | 0.71% |
| Brigade Enterprises Ltd. | Construction | Equity | 0.60% |
| Praj Industries Ltd. | Capital Goods | Equity | 0.51% |
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 | -7.9% | -1.8% | +12.9% | +11.2% |
| Category average (Equity Flexi Cap) | -0.4% | +2.2% | +16.0% | -- |
| Rank (Equity Flexi Cap) | -- | 70 | 55 | -- |
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) | |
|---|---|---|---|---|
JM Flexicap Fund Direct Plan Growth | -2.44% | +19.51% | 5,040.51 | |
HSBC Flexi Cap Fund Direct Growth | +3.47% | +18.81% | 5,405.12 | |
HDFC Flexi Cap Direct Plan Growth | -0.48% | +18.79% | 1,00,479.23 | |
Parag Parikh Flexi Cap Fund Direct Growth | -0.11% | +16.84% | 1,40,949.13 | |
Franklin India Flexi Cap Fund Direct Growth | -4.78% | +15.70% | 19,049.25 | |
| Compare | ||||
Fund management
SSShalav SaketDec 2025 - PresentView details
SS
Shalav Saket
Dec 2025 - Present
View details
BSBharath SJul 2024 - PresentView details
BS
Bharath S
Jul 2024 - Present
View details
DSDwijendra SrivastavaAug 2022 - PresentView details
DS
Dwijendra Srivastava
Aug 2022 - 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. Shalav Saket is the Current Fund Manager of Sundaram Flexi Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹75,524 Cr and the Latest NAV as of 20 May 2026 is ₹14.80.
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.
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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₹75,523.60 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,