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Sundaram Flexicap Fund Growth Return

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  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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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)

₹1,962 Cr

Lock In Period

N/A

Expense Ratio

2.03

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

Summary

Sundaram Flexicap Fund Growth NAV is ₹14.4238 as of 25 Jun, 2026. Sundaram Flexicap Fund Growth has delivered 34.43% returns since its launch. The minimum SIP investment amount in Sundaram Flexicap Fund Growth is ₹100. The AUM of Sundaram Flexicap Fund Growth is ₹1,962 Cr. The expense ratio of the fund is 2.03%, and its benchmark is NIfty 500 Total Return. The current exit load of the fund is 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.. In the last 1M months, Sundaram Flexicap Fund Growth has delivered 1.97% returns.

Sundaram Flexicap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.970.897.31
6M-6.022.2615.17
1Y-1.485.3426.37
3Y10.3615.4888.25

Portfolio Analysis

  • Equity: 96.36%
  • Debt: 3.64%
  • Others
As on: 2026-05-31
View allocation % by

1. HDFC Bank Ltd6.77%
2. ICICI Bank Ltd5.75%
3. Axis Bank Ltd4.36%
4. Kotak Mahindra Bank Ltd2.94%
5. IndusInd Bank Ltd1.71%

1. Infosys Ltd3.16%
2. HCL Technologies Ltd1.21%
3. Tata Consultancy Services Ltd1.17%
4. Billionbrains Garage Ventures Ltd0.82%
5. LTIMindtree Ltd0.74%

1. Kirloskar Oil Engines Ltd2.93%
2. Cummins India Ltd1.95%

1. Ultratech Cement Ltd2.46%
2. Ambuja Cements Ltd1.18%
3. JK Lakshmi Cement Ltd0.99%

1. State Bank of India3.52%
2. Union Bank of India1.03%

1. Bharti Airtel Ltd3.86%

1. Reliance Industries Ltd3.62%

1. Larsen & Toubro Ltd3.58%

1. Cipla Ltd1.83%
2. Alkem Laboratories Ltd1.49%

1. Force Motors Ltd2.13%
2. TATA Motors Ltd1.11%

1. NTPC LTD1.89%
2. Torrent Power Ltd0.87%

1. Zomato Ltd1.52%
2. Swiggy Ltd1.08%

1. Devyani international limited1.14%
2. Jubilant Foodworks Ltd1.06%

1. Mahindra & Mahindra Ltd2.17%

1. 360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd)1.00%
2. Max Financial Services Ltd0.98%

1. Elecon Engineering Company Ltd1.49%
2. Praj Industries Ltd0.45%

1. ITC Ltd1.92%

1. PB Fintech Ltd1.43%

1. GAIL (IndiLtd1.36%

1. Affle (IndiLtd1.30%

1. United Spirits Ltd1.29%

1. Delhivery Ltd1.21%

1. Interglobe Aviation Ltd1.17%

1. Tata Steel Ltd1.14%

1. Hindustan Aeronautics Ltd1.13%

1. Indegene Limited1.08%

1. Emami Ltd1.04%

1. Thermax Ltd1.03%

About Fund Sundaram Flexicap Fund Growth

Sundaram Flexicap Fund Growth managed by Sundaram Mutual Fund,is a Flexi-Capscheme with Assets Under Management of ₹1,962 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.03. 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
Bajaj Finserv Flexi Cap Fund Growth07195.3 CR1.81
Sundaram Flexicap Fund Growth11961.58 CR2.03
ITI Flexi Cap Fund Growth21314.38 CR2.1
Bank of India Flexi Cap Fund Growth32459.86 CR2.01
Fund Name1Y3Y
This FundBajaj Finserv Flexi Cap Fund Growth6.3880
This FundSundaram Flexicap Fund Growth-1.478834.429
This FundITI Flexi Cap Fund Growth9.786366.6896
This FundBank of India Flexi Cap Fund Growth11.320876.9158

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 2.03. 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 : 1.97%
  • 6 Months : -6.02%
  • 1 Year : -1.48%
  • 3 Years : 10.36%
Returns of Sundaram Flexicap Fund Growth are updated daily based on NAV of ₹ 14.4238 as on Jun 22,2026. Since inception, the return has been 34.43%.

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 ₹1,962 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.