Sundaram Flexi Cap Fund Growth

Equity
Flexi Cap
Very High Risk
1M
6M
1Y
All
NAV: 04 Sep 2025
₹14.74
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹2,087.22Cr

Return calculator

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

Holdings (53)

NameSectorInstrumentAssets
FinancialEquity9.63%
FinancialEquity8.17%
EnergyEquity4.54%
ConstructionEquity3.31%
FinancialEquity3.12%
CommunicationEquity3.08%
FinancialEquity3.04%
TechnologyEquity3.01%
FinancialEquity2.84%
Consumer StaplesEquity2.84%
ConstructionEquity2.46%
Consumer StaplesEquity2.08%
AutomobileEquity1.93%
AutomobileEquity1.70%
Sundaram Low Duration Fund Direct-Growth
NAMutual Fund1.68%
HealthcareEquity1.65%
ServicesEquity1.45%
HealthcareEquity1.43%
FinancialEquity1.41%
FinancialEquity1.32%
ConstructionEquity1.31%
ConstructionEquity1.29%
ServicesEquity1.28%
ServicesEquity1.27%
EnergyEquity1.24%
ServicesEquity1.23%
ChemicalsEquity1.22%
EnergyEquity1.20%
Consumer StaplesEquity1.13%
HealthcareEquity1.11%
Capital GoodsEquity1.11%
HealthcareEquity1.11%
AutomobileEquity1.07%
Capital GoodsEquity1.07%
HealthcareEquity1.04%
Consumer StaplesEquity0.99%
Capital GoodsEquity0.98%
Consumer StaplesEquity0.98%
ServicesEquity0.94%
ChemicalsEquity0.93%
ServicesEquity0.90%
Capital GoodsEquity0.89%
ConstructionEquity0.86%
FinancialEquity0.84%
Consumer DiscretionaryEquity0.83%
ServicesEquity0.81%
AutomobileEquity0.80%
TechnologyEquity0.79%
Consumer StaplesEquity0.65%
TechnologyEquity0.62%
EnergyEquity0.54%
HealthcareEquity0.52%
EnergyEquity0.47%
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
Absolute returns
3M6M1YAll
Fund returns1.4%14.5%-0.6%46.5%
Category averageNANA-3.3%NA
Rank with in category233723NA
Understand terms

Peer Comparison

Equity, Flexi Cap fundsRating1Y3YFund Size(Cr)
5
3.2%22.7%3,425.76
5
5.0%22.3%80,642.30
5
6.0%20.7%1,13,280.87
4
-2.1%19.5%5,074.87
4
-3.0%18.2%18,987.94

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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