NAV
₹15.1192
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- -0.45%
- 3Y
- +11.91%
- 5Y
- —
- Since Inception
- +11.56%
SIP returns (XIRR)
- 1Y
- -2.83%
- 3Y
- +5.94%
- 5Y
- —
- Since Inception
- +8.64%
Performance Comparison
Sectoral allocation
as of 30 Apr 2026- Banks27.00%
- IT - Software6.00%
- Cement & Cement Products5.00%
- Telecom - Services4.00%
- Industrial Products4.00%
- Automobiles4.00%
- Petroleum Products4.00%
- Power3.00%
- Construction3.00%
- Pharmaceuticals & Biotechnology3.00%
- Retailing3.00%
- Transport Services2.00%
Each sector links to the mutual funds most exposed to it.
Thinking about Sundaram Flexi Cap Fund · Direct · Growth?
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Sundaram Flexicap Fund Regular Growth
- 1Hdfc Bank Ltd6.86%
- 2Icici Bank Ltd5.66%
- 3Reliance Industries Ltd4.30%
- 4Axis Bank Ltd4.21%
- 5Bharti Airtel Ltd3.90%
- 6State Bank Of India3.81%
- 7Larsen & Toubro Ltd3.45%
- 8Infosys Ltd3.15%
- 9Kotak Mahindra Bank Ltd2.87%
- 10Kirloskar Oil Engines Ltd2.53%
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