Sundaram Flexi Cap Fund - Growth - Regular Plan

Other Plans and Options
  • 0.26 %Nav, as on 03-10-2025

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  • Net Change on 03-10-2025

  • 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 5.21 22.16 21.86 1.28 115,040.08
HDFC Flexi Cap Fund - Growth Option Jan 01, 1995 5.78 24.15 29.00 1.37 81,935.61
Kotak Flexicap Fund - Growth Sep 11, 2009 1.73 18.16 19.23 1.44 53,625.83
UTI Flexi Cap Fund-Growth Option Aug 01, 2005 Unrated -2.15 10.97 15.36 1.66 25,508.98
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Aug 27, 1998 -0.60 18.10 19.91 1.67 22,962.43

Fund Holdings as on 31-August-2025

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • TREPS

  • Infosys Ltd

  • Larsen & Toubro Ltd

  • State Bank of India

  • Axis Bank Ltd

  • Bharti Airtel Ltd

  • ITC Ltd

  • Kotak Mahindra Bank Ltd

  • Ultratech Cement Ltd

  • Sundaram Low Duration Fund - Direct Growth

  • Maruti Suzuki India Ltd

  • Force Motors Ltd

  • Hindustan UniLever Ltd

  • Metropolis Healthcare Ltd

  • Sun Pharmaceutical Industries Ltd

  • Cipla Ltd

  • Swiggy Ltd

  • Delhivery Ltd

  • Alkem Laboratories Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Zomato Ltd

  • United Spirits Ltd

  • GAIL (India) Ltd

  • UPL Ltd

  • Ambuja Cements Ltd

  • Jubilant Foodworks Ltd

  • NTPC LTD

  • Varun Beverages Ltd

  • Tech Mahindra Ltd

  • Interglobe Aviation Ltd

  • Cummins India Ltd

  • GE Vernova T and D India Ltd

  • Apollo Hospitals Enterprise Ltd

  • Devyani international limited

  • Emami Ltd

  • Mahindra & Mahindra Ltd

  • Amara Raja Energy & Mobility Ltd

  • Kirloskar Oil Engines Ltd

  • TATA Consumer Products Ltd

  • Cash and Other Net Current Assets

  • Torrent Power Ltd

  • Blue Star Ltd

  • IndusInd Bank Ltd

  • Deepak Nitrite Ltd

  • Affle (India) Ltd

  • Tata Motors Ltd

  • Praj Industries Ltd

  • The Federal Bank Ltd

  • Kajaria Ceramics Ltd

  • Neuland Laboratories Ltd

  • Hindustan Petroleum Corporation Ltd

  • Triveni Turbine Ltd

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  • Bank - Private

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Refineries

  • IT - Software

  • Cement & Construction Materials

  • Consumer Food

  • Automobiles - Passenger Cars

  • Engineering - Construction

  • Bank - Public

  • Telecommunication - Service Provider

  • Cigarettes/Tobacco

  • Automobiles-Trucks/Lcv

  • e-Commerce

  • Hospital & Healthcare Services

  • Household & Personal Products

  • Power Generation/Distribution

  • Engineering - Industrial Equipments

  • Logistics

  • Finance - NBFC

  • Breweries & Distilleries

  • Gas Transmission/Marketing

  • Pesticides & Agrochemicals

  • Airlines

  • Diesel Engines

  • Electric Equipment

  • Batteries

  • Tea/Coffee

  • Air Conditioners

  • Chemicals

  • BPO/ITeS

  • Ceramics/Marble/Granite/Sanitaryware

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Fund Manager

  • Cash

  • Equity

  • MFU

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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 ₹2,069.09 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 ₹14.7645.

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