Sundaram Flexi Cap Fund Growth

Equity
Flexi Cap
Very High Risk
+15.04%
3Y annualised
-0.38% 1D
1M
6M
1Y
3Y
All
NAV: 25 Sep 2025
₹14.79
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹2,069.09Cr

Return calculator

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

Holdings (53)

NameSectorInstrumentAssets
FinancialEquity9.16%
FinancialEquity7.78%
EnergyEquity4.47%
TechnologyEquity3.33%
ConstructionEquity3.31%
FinancialEquity3.09%
FinancialEquity3.08%
CommunicationEquity3.07%
Consumer StaplesEquity2.85%
FinancialEquity2.84%
ConstructionEquity2.57%
Sundaram Low Duration Fund Direct-Growth
NAMutual Fund2.42%
AutomobileEquity2.29%
AutomobileEquity1.98%
Consumer StaplesEquity1.61%
HealthcareEquity1.59%
HealthcareEquity1.56%
HealthcareEquity1.55%
ServicesEquity1.49%
ServicesEquity1.42%
HealthcareEquity1.36%
FinancialEquity1.31%
ServicesEquity1.31%
Consumer StaplesEquity1.27%
EnergyEquity1.25%
ChemicalsEquity1.25%
ConstructionEquity1.25%
ServicesEquity1.24%
EnergyEquity1.23%
Consumer StaplesEquity1.21%
TechnologyEquity1.21%
ServicesEquity1.18%
Capital GoodsEquity1.17%
Capital GoodsEquity1.14%
HealthcareEquity1.14%
ServicesEquity1.12%
Consumer StaplesEquity1.10%
AutomobileEquity1.08%
Capital GoodsEquity1.07%
Capital GoodsEquity1.06%
Consumer StaplesEquity0.99%
EnergyEquity0.91%
Consumer DiscretionaryEquity0.91%
FinancialEquity0.91%
ChemicalsEquity0.91%
TechnologyEquity0.90%
AutomobileEquity0.81%
Capital GoodsEquity0.75%
FinancialEquity0.71%
ConstructionEquity0.69%
HealthcareEquity0.54%
EnergyEquity0.49%
ConstructionEquity0.09%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Flexi Cap
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA-1.9%15.0%14.0%
Category averageNA-4.8%16.4%NA
Rank with in categoryNA2247NA
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Peer Comparison

Equity, Flexi Cap fundsRating1Y3YFund Size(Cr)
5
3.9%23.4%81,935.61
5
-1.0%23.3%3,666.47
5
4.8%21.6%1,15,040.08
4
-3.9%20.4%4,975.41
4
-4.5%19.0%18,726.71

Expense ratio, exit load and tax

Expense ratio: 2.02%

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 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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