Sundaram Flexi Cap Fund Growth

Equity
Flexi Cap
Very High Risk
+15.49%
3Y annualised
+0.43% 1D
1M
6M
1Y
3Y
All
NAV: 17 Oct 2025
₹15.09
Rating
3
Min. SIP amount
Not Supported
Fund size
₹2,063.86Cr

Return calculator

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

Holdings (52)

NameSectorInstrumentAssets
FinancialEquity9.18%
FinancialEquity7.52%
EnergyEquity4.51%
CommunicationEquity4.04%
FinancialEquity3.65%
ConstructionEquity3.37%
FinancialEquity3.36%
TechnologyEquity3.27%
FinancialEquity2.90%
Consumer StaplesEquity2.80%
ConstructionEquity2.49%
AutomobileEquity2.16%
HealthcareEquity1.86%
AutomobileEquity1.71%
EnergyEquity1.58%
HealthcareEquity1.56%
ServicesEquity1.54%
FinancialEquity1.49%
AutomobileEquity1.49%
HealthcareEquity1.48%
ConstructionEquity1.42%
HealthcareEquity1.39%
ServicesEquity1.37%
ServicesEquity1.36%
Consumer StaplesEquity1.34%
Capital GoodsEquity1.33%
Consumer StaplesEquity1.28%
EnergyEquity1.28%
ServicesEquity1.23%
Capital GoodsEquity1.22%
Sundaram Liquid Direct-Growth
NAMutual Fund1.21%
Capital GoodsEquity1.20%
Consumer StaplesEquity1.18%
ServicesEquity1.17%
ChemicalsEquity1.15%
TechnologyEquity1.14%
ServicesEquity1.09%
AutomobileEquity1.08%
Capital GoodsEquity1.07%
Consumer StaplesEquity1.06%
Capital GoodsEquity1.03%
FinancialEquity1.01%
Consumer StaplesEquity0.97%
TechnologyEquity0.95%
ChemicalsEquity0.93%
TechnologyEquity0.92%
EnergyEquity0.91%
FinancialEquity0.91%
Capital GoodsEquity0.63%
HealthcareEquity0.58%
EnergyEquity0.58%
ServicesEquity0.44%
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 returnsNA3.2%15.5%14.1%
Category averageNA-0.3%17.2%NA
Rank with in categoryNA1850NA
Understand terms

Peer Comparison

Equity, Flexi Cap fundsRating1Y3YFund Size(Cr)
5
9.1%24.0%85,559.59
5
3.9%23.9%3,999.72
5
7.7%22.2%1,19,723.33
4
0.6%21.4%5,049.19
4
0.8%19.4%18,912.06

Expense ratio, exit load and tax

Expense ratio: 2.01%

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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