Sundaram Flexi Cap Fund Growth

Sundaram Flexi Cap Fund Growth

+14.17%
3Y annualised
-0.93% 1D
1M
6M
1Y
3Y
All
NAV: 23 Apr '26
₹14.49
Min. for SIP
₹100
Fund size (AUM)
₹1,824.52 Cr
Expense ratio
2.03%
Rating
3

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹14,153
-5.65%
6 months₹30,000₹27,276
-9.08%
1 year₹60,000₹54,787
-8.69%
3 years₹1,80,000₹1,82,613
+1.45%

Holdings (56)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity6.88%
ICICI Bank Ltd.FinancialEquity5.93%
Reliance Industries Ltd.EnergyEquity4.43%
Axis Bank Ltd.FinancialEquity4.23%
Bharti Airtel Ltd.CommunicationEquity4.04%
State Bank of IndiaFinancialEquity3.84%
Infosys Ltd.TechnologyEquity3.66%
Larsen & Toubro Ltd.ConstructionEquity3.12%
Kotak Mahindra Bank Ltd.FinancialEquity2.91%
Ultratech Cement Ltd.ConstructionEquity2.47%
Oil And Natural Gas Corporation Ltd.EnergyEquity2.34%
Force Motors Ltd.AutomobileEquity2.29%
Mahindra & Mahindra Ltd.AutomobileEquity2.27%
Kirloskar Oil Engines Ltd.Capital GoodsEquity2.17%
ITC Ltd.Consumer StaplesEquity2.07%
NTPC Ltd.EnergyEquity1.95%
Union Bank of IndiaFinancialEquity1.91%
Cipla Ltd.HealthcareEquity1.72%
Cummins India Ltd.Capital GoodsEquity1.60%
Alkem Laboratories Ltd.HealthcareEquity1.54%
Indusind Bank Ltd.FinancialEquity1.51%
Eternal Ltd.ServicesEquity1.49%
HCL Technologies Ltd.TechnologyEquity1.48%
United Spirits Ltd.Consumer StaplesEquity1.34%
Tata Consultancy Services Ltd.TechnologyEquity1.32%
Delhivery Ltd.ServicesEquity1.29%
PB Fintech Ltd.ServicesEquity1.29%
Tech Mahindra Ltd.TechnologyEquity1.28%
Tata Motors Ltd.AutomobileEquity1.25%
GAIL (India) Ltd.EnergyEquity1.22%
Swiggy Ltd.ServicesEquity1.17%
Varun Beverages Ltd.Consumer StaplesEquity1.16%
Jubilant FoodWorks Ltd.ServicesEquity1.16%
Ambuja Cements Ltd.ConstructionEquity1.13%
Elecon Engineering Company Ltd.Capital GoodsEquity1.11%
Emami Ltd.Consumer StaplesEquity1.11%
Torrent Power Ltd.EnergyEquity1.10%
Interglobe Aviation Ltd.ServicesEquity1.02%
JK Lakshmi Cement Ltd.ConstructionEquity1.01%
Whirlpool Of India Ltd.Consumer DiscretionaryEquity1.01%
Devyani International Ltd.ServicesEquity1.01%
Hindustan Aeronautics Ltd.Capital GoodsEquity0.98%
Indegene Ltd.HealthcareEquity0.96%
Affle 3I Ltd.TechnologyEquity0.96%
Metropolis Healthcare Ltd.HealthcareEquity0.91%
Amara Raja Energy & Mobility LtdCapital GoodsEquity0.86%
LTM LimitedTechnologyEquity0.79%
Deepak Nitrite Ltd.ChemicalsEquity0.74%
Praj Industries Ltd.Capital GoodsEquity0.69%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity0.69%
Billionbrains Garage Ventures Ltd.FinancialEquity0.59%
Max Financial Services Ltd.FinancialEquity0.59%
Tata Steel Ltd.Metals & MiningEquity0.57%
Thermax Ltd.Capital GoodsEquity0.55%
Brigade Enterprises Ltd.ConstructionEquity0.55%
Trent Ltd.ServicesEquity0.45%
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-4.3%+2.5%+14.2%+10.7%
Category average (Equity Flexi Cap)-0.4%+2.2%+16.0%--
Rank (Equity Flexi Cap)--5756--

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

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
HDFC Flexi Cap Fund Growth
HDFC Flexi Cap Fund Growth
+2.56%+20.36%91,334.91
Invesco India Flexi Cap Fund Growth
Invesco India Flexi Cap Fund Growth
+1.30%+20.25%4,202.43
HSBC Flexi Cap Fund Growth
HSBC Flexi Cap Fund Growth
+6.54%+19.12%4,724.03
Parag Parikh Flexi Cap Fund Growth
Parag Parikh Flexi Cap Fund Growth
+3.13%+17.68%1,28,966.48
Franklin India Flexi Cap Fund Growth
Franklin India Flexi Cap Fund Growth
-0.35%+17.46%17,535.63
Compare

Fund management

BS
Bharath S.
Jul 2024 - Present
View details

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 ₹67,022 Cr and the Latest NAV as of 23 Apr 2026 is ₹14.49. 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₹67,021.82 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,