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Sundaram Flexicap Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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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

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.300.075.85
6M-4.212.0715.17
1Y-3.794.6526.37
3Y9.4112.7488.25

Portfolio Analysis

  • Equity: 97.33%
  • Debt: 2.69%
  • Others
As on: 2026-06-30
View allocation % by

1. HDFC Bank Ltd7.39%
2. ICICI Bank Ltd6.20%
3. Axis Bank Ltd4.50%
4. Kotak Mahindra Bank Ltd2.96%
5. IndusInd Bank Ltd1.70%

1. Infosys Ltd2.92%
2. HCL Technologies Ltd1.08%
3. Tata Consultancy Services Ltd1.04%
4. Billionbrains Garage Ventures Ltd0.89%
5. LTIMindtree Ltd0.64%

1. Kirloskar Oil Engines Ltd3.54%
2. Cummins India Ltd1.85%

1. Cipla Ltd1.88%
2. Zydus Lifesciences Ltd1.51%
3. Alkem Laboratories Ltd1.48%

1. State Bank of India3.69%
2. Union Bank of India1.05%

1. Ultratech Cement Ltd2.37%
2. JK Lakshmi Cement Ltd1.18%
3. Ambuja Cements Ltd1.09%

1. Bharti Airtel Ltd3.85%

1. Larsen & Toubro Ltd3.59%

1. Reliance Industries Ltd3.50%

1. Force Motors Ltd2.01%
2. TATA Motors Ltd1.35%

1. Zomato Ltd1.58%
2. Swiggy Ltd0.99%

1. NTPC LTD1.72%
2. Torrent Power Ltd0.85%

1. Mahindra & Mahindra Ltd2.16%

1. Devyani international limited1.09%
2. Jubilant Foodworks Ltd1.02%

1. Max Financial Services Ltd1.01%
2. 360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd)0.96%

1. ITC Ltd1.90%

1. Elecon Engineering Company Ltd1.54%

1. GAIL (IndiLtd1.52%

1. Interglobe Aviation Ltd1.40%

1. United Spirits Ltd1.36%

1. Delhivery Ltd1.25%

1. Affle (IndiLtd1.25%

1. Thermax Ltd1.23%

1. Hindustan Aeronautics Ltd1.13%

1. Ceat Ltd1.08%

1. Indegene Limited1.07%

1. Emami Ltd1.04%

1. Tata Steel Ltd1.02%

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 NameRatingsAUMExpense Ratio
Sundaram Flexicap Fund Growth11,990 CR2.18
ITI Flexi Cap Fund Growth21,412 CR2.42
Bank of India Flexi Cap Fund Growth32,615 CR2.24
Fund Name1Y3Y
This FundSundaram Flexicap Fund Growth-3.785630.9756
This FundITI Flexi Cap Fund Growth7.587865.9523
This FundBank of India Flexi Cap Fund Growth7.497174.5833

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 : 1.30%
  • 6 Months : -4.21%
  • 1 Year : -3.79%
  • 3 Years : 9.41%
Returns of Sundaram Flexicap Fund Growth are updated daily based on NAV of ₹ 14.4427 as on Jul 17,2026. Since inception, the return has been 30.98%.

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.