Sundaram Flexi Cap Fund - Growth - Direct Plan

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  • (-1.96%)Nav, as on 27-03-2026

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  • Net Change on 27-03-2026

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct 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 - Direct Plan - Growth May 24, 2013 1.04 18.64 17.42 0.63 134,253.17
HDFC Flexi Cap Fund -Direct Plan - Growth Option Jan 01, 2013 2.63 20.61 20.18 0.70 100,455.32
Kotak Flexicap Fund - Growth - Direct Jan 01, 2013 4.28 16.51 13.86 0.59 56,853.23
Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan Jan 01, 2013 5.19 18.28 14.58 0.85 25,206.60
SBI Flexicap Fund - DIRECT PLAN - Growth Option Jan 04, 2013 Unrated 0.02 12.64 11.63 0.82 23,297.45

Fund Holdings as on 28-February-2026

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Axis Bank Ltd

  • Reliance Industries Ltd

  • State Bank of India

  • Bharti Airtel Ltd

  • Larsen & Toubro Ltd

  • Infosys Ltd

  • Kotak Mahindra Bank Ltd

  • Ultratech Cement Ltd

  • Force Motors Ltd

  • Mahindra & Mahindra Ltd

  • Union Bank of India

  • TREPS

  • Oil & Natural Gas Corporation Ltd

  • Kirloskar Oil Engines Ltd

  • ITC Ltd

  • NTPC LTD

  • IndusInd Bank Ltd

  • Cipla Ltd

  • Cummins India Ltd

  • Alkem Laboratories Ltd

  • Metropolis Healthcare Ltd

  • HCL Technologies Ltd

  • United Spirits Ltd

  • GAIL (India) Ltd

  • Zomato Ltd

  • Tata Consultancy Services Ltd

  • Ambuja Cements Ltd

  • Varun Beverages Ltd

  • Devyani international limited

  • Delhivery Ltd

  • Torrent Power Ltd

  • Elecon Engineering Company Ltd

  • Swiggy Ltd

  • TATA Motors Ltd

  • Emami Ltd

  • JK Lakshmi Cement Ltd

  • Jubilant Foodworks Ltd

  • Tech Mahindra Ltd

  • Whirlpool of India Ltd

  • Sun Pharmaceutical Industries Ltd

  • Interglobe Aviation Ltd

  • PB Fintech Ltd

  • Indegene Limited

  • Amara Raja Energy & Mobility Ltd

  • Hindustan Aeronautics Ltd

  • Affle (India) Ltd

  • Deepak Nitrite Ltd

  • LTIMindtree Ltd

  • Amber Enterprises India Ltd

  • Praj Industries Ltd

  • Cash and Other Net Current Assets

  • Brigade Enterprises Ltd

  • Trent Ltd

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  • Bank - Private

  • IT - Software

  • Bank - Public

  • Cement & Construction Materials

  • Refineries

  • Pharmaceuticals & Drugs

  • Telecommunication - Service Provider

  • Engineering - Industrial Equipments

  • Engineering - Construction

  • Automobiles-Trucks/Lcv

  • Consumer Food

  • Power Generation/Distribution

  • Miscellaneous

  • e-Commerce

  • Automobiles - Passenger Cars

  • Oil Exploration

  • Cigarettes/Tobacco

  • Diesel Engines

  • Hospital & Healthcare Services

  • Breweries & Distilleries

  • Gas Transmission/Marketing

  • Logistics

  • Household & Personal Products

  • Consumer Durables - Domestic Appliances

  • Airlines

  • Fintech

  • Business Support

  • Batteries

  • Defence

  • Chemicals

  • BPO/ITeS

  • Air Conditioners

  • Construction - Real Estate

  • Retailing

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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 ₹2,058.70 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 ₹-0.28(-1.96%)yesterday to ₹14.1467.

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