Sundaram Flexi Cap Fund Growth

Sundaram Flexi Cap Fund Growth

Equity
Flexi Cap
Very High Risk
+15.11%
3Y annualised
+0.28% 1D
1M
6M
1Y
3Y
All
NAV: 20 Feb '26
₹15.02
Min. for SIP
Not Supported
Fund size
₹2,050.72 Cr
Expense ratio
2.03%

Holdings (52)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity7.77%
ICICI Bank Ltd.FinancialEquity5.93%
Axis Bank Ltd.FinancialEquity4.44%
Reliance Industries Ltd.EnergyEquity4.32%
Infosys Ltd.TechnologyEquity4.27%
Bharti Airtel Ltd.CommunicationEquity4.26%
State Bank of IndiaFinancialEquity4.18%
Larsen & Toubro Ltd.ConstructionEquity3.36%
Kotak Mahindra Bank Ltd.FinancialEquity2.98%
Ultratech Cement Ltd.ConstructionEquity2.60%
Mahindra & Mahindra Ltd.AutomobileEquity2.18%
ITC Ltd.Consumer StaplesEquity2.07%
Force Motors Ltd.AutomobileEquity1.97%
Union Bank of IndiaFinancialEquity1.87%
Kirloskar Oil Engines Ltd.Capital GoodsEquity1.71%
NTPC Ltd.EnergyEquity1.66%
HCL Technologies Ltd.TechnologyEquity1.66%
Cipla Ltd.HealthcareEquity1.65%
Indusind Bank Ltd.FinancialEquity1.60%
Tata Consultancy Services Ltd.TechnologyEquity1.55%
Eternal Ltd.ServicesEquity1.48%
Alkem Laboratories Ltd.HealthcareEquity1.47%
Tech Mahindra Ltd.TechnologyEquity1.43%
Metropolis Healthcare Ltd.HealthcareEquity1.37%
United Spirits Ltd.Consumer StaplesEquity1.33%
GAIL (India) Ltd.EnergyEquity1.32%
Cummins India Ltd.Capital GoodsEquity1.30%
Ambuja Cements Ltd.ConstructionEquity1.28%
Varun Beverages Ltd.Consumer StaplesEquity1.27%
Sun Pharmaceutical Industries Ltd.HealthcareEquity1.24%
Emami Ltd.Consumer StaplesEquity1.21%
Swiggy Ltd.ServicesEquity1.19%
Delhivery Ltd.ServicesEquity1.17%
Devyani International Ltd.ServicesEquity1.10%
Hindustan Aeronautics Ltd.Capital GoodsEquity1.09%
Elecon Engineering Company Ltd.Capital GoodsEquity1.06%
Tata Motors Ltd.AutomobileEquity1.05%
Jubilant FoodWorks Ltd.ServicesEquity1.05%
LTIMindtree Ltd.TechnologyEquity1.05%
Torrent Power Ltd.EnergyEquity1.04%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity0.98%
Interglobe Aviation Ltd.ServicesEquity0.97%
Indegene Ltd.HealthcareEquity0.95%
Amara Raja Energy & Mobility LtdCapital GoodsEquity0.95%
Affle 3I Ltd.TechnologyEquity0.91%
Whirlpool Of India Ltd.Consumer DiscretionaryEquity0.88%
Deepak Nitrite Ltd.ChemicalsEquity0.84%
JK Lakshmi Cement Ltd.ConstructionEquity0.70%
Praj Industries Ltd.Capital GoodsEquity0.56%
Brigade Enterprises Ltd.ConstructionEquity0.56%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity0.49%
Kwality Wall's (India) Ltd.Consumer StaplesEquity0.02%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name6M1Y3YAll
Fund returns+0.1%+12.2%+15.1%+12.5%
Category average (Equity Flexi Cap)-0.4%+2.2%+16.0%--
Rank (Equity Flexi Cap)--5352--

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
+15.91%+22.16%97,451.56
Invesco India Flexi Cap Fund Growth
Invesco India Flexi Cap Fund Growth
+9.78%+20.07%4,584.14
Parag Parikh Flexi Cap Fund Growth
Parag Parikh Flexi Cap Fund Growth
+7.45%+20.04%1,33,969.81
HSBC Flexi Cap Fund Growth
HSBC Flexi Cap Fund Growth
+12.86%+18.79%5,317.76
Franklin India Flexi Cap Fund Growth
Franklin India Flexi Cap Fund Growth
+10.57%+18.71%19,528.04
Compare

Fund management

BS
Bharath S.
Jul 2024 - Present
View details

SS
Shalav Saket
Dec 2025 - Present
View details

Education
MBA, B-Tech, CFA
Experience
Prior joining the Sundaram AMC, he was associated with SAMC, BofA Securities, PWC, Samsung.

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. Dwijendra Srivastava is the Current Fund Manager of Sundaram Flexi Cap Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹75,674 Cr and the Latest NAV as of 20 Feb 2026 is ₹15.02. The Sundaram Flexi Cap Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹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₹75,674.20 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mailNA
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,