Sundaram Flexi Cap Fund Growth

Sundaram Flexi Cap Fund Growth

+9.38%
3Y annualised
-0.21% 1D
1M
6M
1Y
3Y
All
NAV: 16 Jul '26
₹14.40
Min. for SIP
₹100
Fund size (AUM)
₹1,990.15 Cr
Expense ratio
2.18%
Rating
2

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹14,977
-0.15%
6 months₹30,000₹29,095
-3.02%
1 year₹60,000₹57,654
-3.91%
3 years₹1,80,000₹1,89,555
+5.31%

Holdings (57)

NameSectorInstrumentsAssets
HDFC Bank LtdFinancialEquity7.39%
ICICI Bank LtdFinancialEquity6.20%
Axis Bank LtdFinancialEquity4.50%
Bharti Airtel LtdTechnologyEquity3.85%
State Bank of IndiaFinancialEquity3.69%
Larsen & Toubro LtdIndustrialsEquity3.59%
Kirloskar Oil Engines LtdIndustrialsEquity3.54%
Reliance Industries LtdEnergy & UtilitiesEquity3.50%
Kotak Mahindra Bank LtdFinancialEquity2.96%
Infosys LtdTechnologyEquity2.92%
Ultratech Cement LtdMaterialsEquity2.37%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity2.16%
Force Motors LtdIndustrialsEquity2.01%
ITC LtdConsumer StaplesEquity1.90%
Cipla LtdHealthcareEquity1.88%
Cummins India LtdIndustrialsEquity1.85%
NTPC LtdEnergy & UtilitiesEquity1.72%
Indusind Bank LtdFinancialEquity1.70%
Zomato LtdTechnologyEquity1.58%
Elecon Engineering Company LtdIndustrialsEquity1.54%
GAIL (India) LtdEnergy & UtilitiesEquity1.52%
Zydus Lifesciences LtdHealthcareEquity1.51%
Alkem Laboratories LtdHealthcareEquity1.48%
Interglobe Aviation LtdIndustrialsEquity1.40%
United Spirits LtdConsumer StaplesEquity1.36%
Tata Motors LtdIndustrialsEquity1.35%
Delhivery LtdIndustrialsEquity1.25%
Affle (India) LtdIndustrialsEquity1.25%
Thermax LtdIndustrialsEquity1.23%
RepoUnspecifiedRepo1.22%
JK Lakshmi Cement LtdMaterialsEquity1.18%
Hindustan Aeronautics LtdIndustrialsEquity1.13%
Ambuja Cements LtdMaterialsEquity1.09%
Devyani International LtdConsumer DiscretionaryEquity1.09%
Ceat LtdConsumer DiscretionaryEquity1.08%
HCL Technologies LtdTechnologyEquity1.08%
Indegene Ltd.HealthcareEquity1.07%
Union Bank of IndiaFinancialEquity1.05%
Emami LtdConsumer StaplesEquity1.04%
Tata Consultancy Services LtdTechnologyEquity1.04%
Jubilant FoodWorks LtdConsumer DiscretionaryEquity1.02%
Tata Steel LtdMaterialsEquity1.02%
Max Financial Services LtdFinancialEquity1.01%
Mahindra & Mahindra Financial Services LtdFinancialEquity1.00%
TVS Motor Company LtdConsumer DiscretionaryEquity0.99%
Swiggy Ltd.TechnologyEquity0.99%
Amber Enterprises India LtdConsumer DiscretionaryEquity0.97%
IIFL Wealth Management LtdFinancialEquity0.96%
Whirlpool Of India LtdConsumer DiscretionaryEquity0.95%
Billionbrains Garage Ventures Ltd.FinancialEquity0.89%
Torrent Power LtdEnergy & UtilitiesEquity0.85%
Kalpataru Power Transmission LtdIndustrialsEquity0.81%
Cash MarginUnspecifiedCash Margin0.75%
Amara Raja Batteries LtdConsumer DiscretionaryEquity0.72%
Cash/Net Current AssetsUnspecifiedCash/Net Current Assets0.72%
LTIMindtree LtdTechnologyEquity0.64%
Brigade Enterprises LtdReal EstateEquity0.46%
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
Name6M1Y3YAll
Fund returns-4.2%-3.8%+9.4%+9.9%
Category average (Equity Flexi Cap)-0.4%+2.2%+16.0%--
Rank (Equity Flexi Cap)--6142--

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

Name1Y3YFund Size(Cr)
HDFC Flexi Cap Fund Growth
HDFC Flexi Cap Fund Growth
+1.79%+16.68%1,06,495.63
HSBC Flexi Cap Fund Growth
HSBC Flexi Cap Fund Growth
+1.53%+15.68%5,633.43
Aditya Birla Sun Life Flexi Cap Fund Growth
Aditya Birla Sun Life Flexi Cap Fund Growth
+6.18%+15.18%26,726.75
Parag Parikh Flexi Cap Fund Growth
Parag Parikh Flexi Cap Fund Growth
-2.02%+13.73%1,43,388.43
Franklin India Flexi Cap Fund Growth
Franklin India Flexi Cap Fund Growth
-3.18%+13.34%19,274.14
Compare

Fund management

About Sundaram Flexi Cap Fund Growth

Sundaram Flexi Cap Fund 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,991 Cr and the Latest NAV as of 16 Jul 2026 is ₹14.40. The Sundaram Flexi Cap Fund 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₹76,991.28 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mail--
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianStandard Chartered Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,