Sundaram Flexicap Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Sundaram Flexicap Fund Growth Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹1,990 Cr
Lock In Period
N/A
Expense Ratio
2.18
Exit Load
If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.
Benchmark
NIfty 500 Total Return
Sundaram Flexicap Fund Growth Calculate Returns
You would have got
Your Investment Amount
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 2.09 | 0.59 | 5.85 |
| 6M | -1.55 | 2.82 | 15.17 |
| 1Y | 0.36 | 5.83 | 26.37 |
| 3Y | 10.14 | 13.98 | 88.25 |
Portfolio Analysis
- Equity: 97.33%
- Debt: 2.69%
- Others
As on: 2026-06-30
View allocation % by
About Fund Sundaram Flexicap Fund Growth
Sundaram Flexicap Fund Growth managed by Sundaram Mutual Fund,is a Flexi-Capscheme with Assets Under Management of ₹1,990 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.18. Under the expert guidance of S Bharath ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
S Bharath
Mr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Bajaj Finserv Flexi Cap Fund Growth | 0 | 7,768 CR | 2.29 |
| Helios Flexi Cap Fund Growth | 0 | 7,577 CR | 2.03 |
| Sundaram Flexicap Fund Growth | 1 | 1,990 CR | 2.18 |
| Invesco India Flexi Cap Fund Growth | 2 | 5,273 CR | 2 |
| Bank of India Flexi Cap Fund Growth | 3 | 2,615 CR | 2.24 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundBajaj Finserv Flexi Cap Fund Growth | 9.6536 | 0 |
| This FundHelios Flexi Cap Fund Growth | 9.1549 | 0 |
| This FundSundaram Flexicap Fund Growth | 0.3577 | 33.593 |
| This FundInvesco India Flexi Cap Fund Growth | 5.1568 | 68.4838 |
| This FundBank of India Flexi Cap Fund Growth | 13.7972 | 72 |
Sundaram Flexicap Fund Growth FAQs
Sundaram Flexicap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Sundaram Flexicap Fund Growth is 2.18. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sundaram Flexicap Fund Growth’s fund performance is as follows:
- 1 Month : 2.09%
- 6 Months : -1.55%
- 1 Year : 0.36%
- 3 Years : 10.14%
You can invest in Sundaram Flexicap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Sundaram Flexicap Fund Growth is ₹1,990 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sundaram Flexicap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
