Sundaram Flexi Cap Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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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 24, 2013 7.67 20.47 17.77 1.28 133,969.81
HDFC Flexi Cap Fund - Growth Option Jan 01, 1995 14.63 22.36 20.69 1.33 97,451.56
Kotak Flexicap Fund - Growth Sep 11, 2009 17.16 17.85 14.31 1.44 56,478.65
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Aug 27, 1998 15.66 18.91 14.82 1.65 24,700.43
UTI Flexi Cap Fund-Growth Option Aug 01, 2005 Unrated 2.59 11.17 8.01 1.67 23,542.31

Fund Holdings as on 31-January-2026

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Axis Bank Ltd

  • Reliance Industries Ltd

  • Infosys Ltd

  • Bharti Airtel Ltd

  • State Bank of India

  • TREPS

  • Larsen & Toubro Ltd

  • Kotak Mahindra Bank Ltd

  • Ultratech Cement Ltd

  • Mahindra & Mahindra Ltd

  • ITC Ltd

  • Force Motors Ltd

  • Union Bank of India

  • Kirloskar Oil Engines Ltd

  • NTPC LTD

  • HCL Technologies Ltd

  • Cipla Ltd

  • IndusInd Bank Ltd

  • Tata Consultancy Services Ltd

  • Zomato Ltd

  • Alkem Laboratories Ltd

  • Tech Mahindra Ltd

  • Metropolis Healthcare Ltd

  • United Spirits Ltd

  • GAIL (India) Ltd

  • Cummins India Ltd

  • Ambuja Cements Ltd

  • Varun Beverages Ltd

  • Sun Pharmaceutical Industries Ltd

  • Emami Ltd

  • Swiggy Ltd

  • Delhivery Ltd

  • Devyani international limited

  • Hindustan Aeronautics Ltd

  • Elecon Engineering Company Ltd

  • TATA Motors Ltd

  • Jubilant Foodworks Ltd

  • LTIMindtree Ltd

  • Torrent Power Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Interglobe Aviation Ltd

  • Indegene Limited

  • Cash and Other Net Current Assets

  • Amara Raja Energy & Mobility Ltd

  • Affle (India) Ltd

  • Whirlpool of India Ltd

  • Deepak Nitrite Ltd

  • JK Lakshmi Cement Ltd

  • Praj Industries Ltd

  • Brigade Enterprises Ltd

  • Amber Enterprises India Ltd

  • Kwality Wall’s (India) Ltd

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  • Bank - Private

  • IT - Software

  • Bank - Public

  • Miscellaneous

  • Cement & Construction Materials

  • Pharmaceuticals & Drugs

  • Refineries

  • Telecommunication - Service Provider

  • Consumer Food

  • Engineering - Construction

  • Engineering - Industrial Equipments

  • Automobiles-Trucks/Lcv

  • Power Generation/Distribution

  • e-Commerce

  • Automobiles - Passenger Cars

  • Cigarettes/Tobacco

  • Hospital & Healthcare Services

  • Breweries & Distilleries

  • Gas Transmission/Marketing

  • Diesel Engines

  • Household & Personal Products

  • Logistics

  • Defence

  • Finance - NBFC

  • Airlines

  • Batteries

  • Business Support

  • BPO/ITeS

  • Consumer Durables - Domestic Appliances

  • Chemicals

  • Construction - Real Estate

  • Air Conditioners

  • Unspecified

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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 ₹2,050.72 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 up ₹0.1(0.63%)yesterday to ₹15.2789.

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