Sundaram Flexi Cap Fund - Growth - Regular Plan

Other Plans and Options
  • 0.25 %Nav, as on 21-08-2025

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  • Net Change on 21-08-2025

  • 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 7.66 19.98 22.62 1.28 113,280.87
HDFC Flexi Cap Fund - Growth Option Jan 01, 1995 8.62 22.71 27.59 1.38 80,642.30
Kotak Flexicap Fund - Growth Sep 11, 2009 3.77 16.68 19.37 1.44 53,293.04
UTI Flexi Cap Fund-Growth Option Aug 01, 2005 Unrated 3.97 10.30 16.47 1.66 25,685.44
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Aug 27, 1998 4.11 17.12 20.26 1.67 23,127.05

Fund Holdings as on 31-July-2025

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • TREPS

  • Reliance Industries Ltd

  • Larsen & Toubro Ltd

  • Axis Bank Ltd

  • Bharti Airtel Ltd

  • State Bank of India

  • Infosys Ltd

  • Kotak Mahindra Bank Ltd

  • ITC Ltd

  • Ultratech Cement Ltd

  • Hindustan UniLever Ltd

  • Maruti Suzuki India Ltd

  • Force Motors Ltd

  • Sundaram Low Duration Fund - Direct Growth

  • Sun Pharmaceutical Industries Ltd

  • Swiggy Ltd

  • Metropolis Healthcare Ltd

  • IndusInd Bank Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Ambuja Cements Ltd

  • Triveni Turbine Ltd

  • Delhivery Ltd

  • Zomato Ltd

  • NTPC LTD

  • Interglobe Aviation Ltd

  • UPL Ltd

  • GAIL (India) Ltd

  • Varun Beverages Ltd

  • Apollo Hospitals Enterprise Ltd

  • GE Vernova T and D India Ltd

  • Cipla Ltd

  • Mahindra & Mahindra Ltd

  • Cummins India Ltd

  • Alkem Laboratories Ltd

  • TATA Consumer Products Ltd

  • Amara Raja Energy & Mobility Ltd

  • United Spirits Ltd

  • Devyani international limited

  • Deepak Nitrite Ltd

  • Info Edge (India) Ltd

  • Praj Industries Ltd

  • Kajaria Ceramics Ltd

  • The Federal Bank Ltd

  • Blue Star Ltd

  • Jubilant Foodworks Ltd

  • Tata Motors Ltd

  • Tech Mahindra Ltd

  • Emami Ltd

  • Affle (India) Ltd

  • Hindustan Petroleum Corporation Ltd

  • Neuland Laboratories Ltd

  • Torrent Power Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Miscellaneous

  • Refineries

  • Pharmaceuticals & Drugs

  • IT - Software

  • Cement & Construction Materials

  • Engineering - Construction

  • Telecommunication - Service Provider

  • Bank - Public

  • Automobiles - Passenger Cars

  • Consumer Food

  • Cigarettes/Tobacco

  • Household & Personal Products

  • e-Commerce

  • Hospital & Healthcare Services

  • Automobiles-Trucks/Lcv

  • Engineering - Industrial Equipments

  • Power Generation/Distribution

  • BPO/ITeS

  • Finance - NBFC

  • Logistics

  • Courier Services

  • Airlines

  • Pesticides & Agrochemicals

  • Industrial Gases & Fuels

  • Gas Transmission/Marketing

  • Electric Equipment

  • Diesel Engines

  • Tea/Coffee

  • Breweries & Distilleries

  • Batteries

  • Chemicals

  • Ceramics/Marble/Granite/Sanitaryware

  • Air Conditioners

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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 ₹2,087.22 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(0.25%)yesterday to ₹15.0545.

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