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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹2,051 Cr
Lock In Period
N/A
Expense Ratio
2.04
Benchmark
NIfty 500 Total Return
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.
Summary
Latest details for Sundaram Flexicap Fund Growth include a ₹14.9826 NAV as of Feb 13,2026 and returns since inception of 53.10%. Minimum investments start at SIP ₹100. The Sundaram Flexicap Fund Growth AUM is ₹2,051 Cr, with a lock-in of N/A years, expense ratio of 2.04%, and benchmark NIfty 500 Total Return. Exit load 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 growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
- Equity:
- Debt:
- Others
As on: 2025-12-31
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About Fund
Sundaram Flexicap Fund Growth managed by Sundaram Mutual Fund,is a Flexi-Capscheme with Assets Under Management of ₹2,051 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.04. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundSamco Flexi Cap Fund Growth | 1 | 303.69 CR | 2.41 |
| This FundSundaram Flexicap Fund Growth | 0 | 2050.72 CR | 2.04 |
| This FundInvesco India Flexi Cap Fund Growth | 2 | 4584.14 CR | 1.85 |
| This FundBank of India Flexi Cap Fund Growth | 4 | 2167.16 CR | 1.98 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSamco Flexi Cap Fund Growth | 2.9774 | 7.8495 |
| This FundSundaram Flexicap Fund Growth | 12.2505 | 53.1009 |
| This FundInvesco India Flexi Cap Fund Growth | 11.6012 | 76.9157 |
| This FundBank of India Flexi Cap Fund Growth | 14.0595 | 82.189 |
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 2.04. 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 : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
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 ₹2,051 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.
Min Inv Amount: ₹500