Sundaram Flexi Cap Fund - Growth - Regular Plan

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  • (-0.35%)Nav, as on 18-11-2025

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  • Net Change on 18-11-2025

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  • Assets (Cr.)

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

To generate capital appreciation by dynamically investing in a mix of equity and equity related instruments across market capitalization i.e., large, mid and small cap stocks.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Parag Parikh Flexi Cap Fund - Regular Plan - Growth May 28, 2013 9.50 20.87 20.97 1.28 125,799.63
HDFC Flexi Cap Fund - Growth Option Jan 01, 1995 12.76 21.56 26.37 1.36 91,041
Kotak Flexicap Fund - Growth Sep 11, 2009 12.14 16.85 17.53 1.43 56,039.86
UTI Flexi Cap Fund-Growth Option Aug 01, 2005 Unrated 6.16 11.05 12.98 1.66 25,757.27
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Aug 27, 1998 12.13 17.71 18.32 1.66 24,443.27

Fund Holdings as on 31-October-2025

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • TREPS

  • Reliance Industries Ltd

  • Bharti Airtel Ltd

  • Axis Bank Ltd

  • Larsen & Toubro Ltd

  • State Bank of India

  • Infosys Ltd

  • Kotak Mahindra Bank Ltd

  • ITC Ltd

  • Ultratech Cement Ltd

  • Mahindra & Mahindra Ltd

  • Cipla Ltd

  • Force Motors Ltd

  • Sun Pharmaceutical Industries Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • NTPC LTD

  • Union Bank of India

  • Swiggy Ltd

  • Kirloskar Oil Engines Ltd

  • Metropolis Healthcare Ltd

  • Delhivery Ltd

  • Alkem Laboratories Ltd

  • Ambuja Cements Ltd

  • United Spirits Ltd

  • Zomato Ltd

  • Emami Ltd

  • GAIL (India) Ltd

  • Cummins India Ltd

  • UPL Ltd

  • Varun Beverages Ltd

  • GE Vernova T and D India Ltd

  • Jubilant Foodworks Ltd

  • Interglobe Aviation Ltd

  • Tech Mahindra Ltd

  • Maruti Suzuki India Ltd

  • TATA Consumer Products Ltd

  • Amara Raja Energy & Mobility Ltd

  • HCL Technologies Ltd

  • Devyani international limited

  • Hindustan Aeronautics Ltd

  • Torrent Power Ltd

  • IndusInd Bank Ltd

  • Hindustan UniLever Ltd

  • Affle (India) Ltd

  • Tata Motors Ltd

  • Deepak Nitrite Ltd

  • Praj Industries Ltd

  • Cash and Other Net Current Assets

  • TML Commercial Vehicles Ltd

  • BSE Ltd

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  • Bank - Private

  • Miscellaneous

  • IT - Software

  • Bank - Public

  • Pharmaceuticals & Drugs

  • Refineries

  • Telecommunication - Service Provider

  • Automobiles - Passenger Cars

  • Cement & Construction Materials

  • Engineering - Construction

  • Consumer Food

  • Cigarettes/Tobacco

  • e-Commerce

  • Power Generation/Distribution

  • Automobiles-Trucks/Lcv

  • Household & Personal Products

  • Engineering - Industrial Equipments

  • Finance - NBFC

  • Hospital & Healthcare Services

  • Logistics

  • Breweries & Distilleries

  • Diesel Engines

  • Gas Transmission/Marketing

  • Pesticides & Agrochemicals

  • Electric Equipment

  • Airlines

  • Tea/Coffee

  • Batteries

  • Defence

  • BPO/ITeS

  • Chemicals

  • Unspecified

  • Finance - Others

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Fund Manager

  • Cash

  • Equity

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About Sundaram Flexi Cap Fund

Scheme Analysis

Sundaram Flexi Cap Fund is a Equity - Flexi Cap Fund fund and belongs to Sundaram Mutual Fund. It was launched on 06-Sep-2022 and currently has an AUM of ₹2,129.78 crore. Sundaram Flexi Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Sundaram Flexi Cap Fund ended down ₹-0.05(-0.35%)yesterday to ₹15.2256.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd, and

The Sundaram Flexi Cap Fund is managed by Dwijendra Srivastava and S. Bharath.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156