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Flexi Cap

Sundaram Flexi Cap Fund · Direct · Growth

Sundaram Mutual Fund

NAV

₹15.3685

as of 31 Jul 2026

Expense Ratio

see scheme documents

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
-0.68%
3Y
+10.56%
5Y
Since Inception
+11.65%

SIP returns (XIRR)

1Y
+0.04%
3Y
+6.15%
5Y
Since Inception
+8.96%

Performance Comparison

Sectoral allocation

as of 30 Jun 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseSundaram Mutual Fund
CategoryFlexi Cap
Launch Date06 Sept 2022
AMFI Code150571
Transaction facts
Min. Lumpsum₹100
Min. SIP₹100
Exit LoadIf up to 25% of the units are redeemed withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - NIL If more than 25% of the units are redeemed withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - 1%

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Jun 2026

portfolio shared with Sundaram Flexicap Fund Regular Plan IDCW Payout

Holding% NAV
  1. 1Hdfc Bank Ltd7.39%
  2. 2Icici Bank Ltd6.20%
  3. 3Axis Bank Ltd4.50%
  4. 4Bharti Airtel Ltd3.85%
  5. 5State Bank Of India3.69%
  6. 6Larsen & Toubro Ltd3.59%
  7. 7Kirloskar Oil Engines Ltd3.54%
  8. 8Reliance Industries Ltd3.50%
  9. 9Kotak Mahindra Bank Ltd2.96%
  10. 10Infosys Ltd2.92%
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Investment Objective

Sundaram Flexi Cap Fund · Direct · Growth aims to generate long-term capital appreciation by investing across companies of all market capitalisations — large, mid, and small cap — without any restriction on allocation. The fund manager has the flexibility to dynamically shift between segments based on market conditions.

About This Fund

Sundaram Flexi Cap Fund · Direct · Growth is a Flexi Cap mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 3 years.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations
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