Sundaram Flexi Cap Fund - Growth - Regular Plan

Other Plans and Options
  • 0.26 %Nav, as on 16-01-2026

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  • Net Change on 16-01-2026

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 8.36 21.23 19.08 1.28 133,308.62
HDFC Flexi Cap Fund - Growth Option Jan 01, 1995 13.75 21.63 22.04 1.33 96,294.99
Kotak Flexicap Fund - Growth Sep 11, 2009 12.11 16.67 14.81 1.44 56,459.51
UTI Flexi Cap Fund-Growth Option Aug 01, 2005 Unrated 2.76 11.86 9.06 1.67 24,902.62
SBI Flexicap Fund - REGULAR PLAN -Growth Option Sep 16, 2005 Unrated 6.25 13.66 12.90 1.66 23,684.83

Fund Holdings as on 31-December-2025

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • Bharti Airtel Ltd

  • Infosys Ltd

  • Axis Bank Ltd

  • State Bank of India

  • Larsen & Toubro Ltd

  • Kotak Mahindra Bank Ltd

  • ITC Ltd

  • Ultratech Cement Ltd

  • Mahindra & Mahindra Ltd

  • Force Motors Ltd

  • TREPS

  • Cipla Ltd

  • Kirloskar Oil Engines Ltd

  • Sun Pharmaceutical Industries Ltd

  • Tata Consultancy Services Ltd

  • Union Bank of India

  • HCL Technologies Ltd

  • IndusInd Bank Ltd

  • NTPC LTD

  • Alkem Laboratories Ltd

  • Swiggy Ltd

  • Metropolis Healthcare Ltd

  • United Spirits Ltd

  • Zomato Ltd

  • Devyani international limited

  • Ambuja Cements Ltd

  • Cummins India Ltd

  • Emami Ltd

  • Varun Beverages Ltd

  • Tech Mahindra Ltd

  • GAIL (India) Ltd

  • Delhivery Ltd

  • TATA Consumer Products Ltd

  • Jubilant Foodworks Ltd

  • UPL Ltd

  • Interglobe Aviation Ltd

  • Affle (India) Ltd

  • Hindustan Aeronautics Ltd

  • Indegene Limited

  • Whirlpool of India Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Amara Raja Energy & Mobility Ltd

  • Torrent Power Ltd

  • TATA Motors Ltd

  • Hindustan UniLever Ltd

  • Deepak Nitrite Ltd

  • LTIMindtree Ltd

  • GE Vernova T and D India Ltd

  • Praj Industries Ltd

  • JK Lakshmi Cement Ltd

  • Cash and Other Net Current Assets

  • Kwality Wall’s (India) Ltd

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  • Bank - Private

  • IT - Software

  • Bank - Public

  • Refineries

  • Pharmaceuticals & Drugs

  • Telecommunication - Service Provider

  • Cement & Construction Materials

  • Consumer Food

  • Engineering - Construction

  • Automobiles-Trucks/Lcv

  • e-Commerce

  • Cigarettes/Tobacco

  • Power Generation/Distribution

  • Engineering - Industrial Equipments

  • Miscellaneous

  • Automobiles - Passenger Cars

  • Household & Personal Products

  • Hospital & Healthcare Services

  • Breweries & Distilleries

  • Diesel Engines

  • Gas Transmission/Marketing

  • Logistics

  • Tea/Coffee

  • Pesticides & Agrochemicals

  • Airlines

  • BPO/ITeS

  • Defence

  • Business Support

  • Consumer Durables - Domestic Appliances

  • Finance - NBFC

  • Batteries

  • Chemicals

  • Electric Equipment

  • 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 ₹2,128.18 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 ₹0.04(0.26%)yesterday to ₹15.0274.

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