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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹2,059 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 ₹13.6656 NAV as of Mar 25,2026 and returns since inception of 45.71%. Minimum investments start at SIP ₹100. The Sundaram Flexicap Fund Growth AUM is ₹2,059 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 -8.76% returns, against a category average of -1.69% and a category best of 5.05%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-8.76-1.695.05
6M-7.590.8415.17
1Y-0.024.5326.37
3Y13.3714.8188.25

Portfolio Analysis

  • Equity: 97.36%
  • Debt: 2.64%
  • Others
As on: 2026-02-28
View allocation % by

1. HDFC Bank Ltd7.40%
2. ICICI Bank Ltd6.01%
3. Axis Bank Ltd4.47%
4. Kotak Mahindra Bank Ltd3.03%
5. IndusInd Bank Ltd1.71%

1. Infosys Ltd3.37%
2. HCL Technologies Ltd1.36%
3. Tata Consultancy Services Ltd1.31%
4. Tech Mahindra Ltd1.11%
5. LTIMindtree Ltd0.78%

1. State Bank of India4.09%
2. Union Bank of India2.09%

1. Ultratech Cement Ltd2.59%
2. Ambuja Cements Ltd1.25%
3. JK Lakshmi Cement Ltd1.13%

1. Reliance Industries Ltd4.30%

1. Cipla Ltd1.68%
2. Alkem Laboratories Ltd1.45%
3. Sun Pharmaceutical Industries Ltd1.02%

1. Bharti Airtel Ltd4.05%

1. Larsen & Toubro Ltd3.64%

1. Force Motors Ltd2.48%
2. TATA Motors Ltd1.15%

1. Kirloskar Oil Engines Ltd2.02%
2. Cummins India Ltd1.55%

1. NTPC LTD1.78%
2. Torrent Power Ltd1.17%

1. Zomato Ltd1.33%
2. Swiggy Ltd1.15%

1. Devyani international limited1.20%
2. Jubilant Foodworks Ltd1.13%

1. Mahindra & Mahindra Ltd2.14%

1. Oil & Natural Gas Corporation Ltd2.04%

1. ITC Ltd2.00%

1. Elecon Engineering Company Ltd1.16%
2. Praj Industries Ltd0.61%

1. Metropolis Healthcare Ltd1.38%

1. United Spirits Ltd1.34%

1. GAIL (IndiLtd1.33%

1. Varun Beverages Ltd1.21%

1. Delhivery Ltd1.19%

1. Emami Ltd1.15%

1. Whirlpool of India Ltd1.04%

1. Interglobe Aviation Ltd1.02%

1. PB Fintech Ltd1.01%

About Fund

Sundaram Flexicap Fund Growth managed by Sundaram Mutual Fund,is a Flexi-Capscheme with Assets Under Management of ₹2,059 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 NameRatingsAUMExpense Ratio
This FundSamco Flexi Cap Fund Growth1300.54 CR2.41
This FundSundaram Flexicap Fund Growth02058.7 CR2.04
This FundITI Flexi Cap Fund Growth01266.92 CR1.97
This FundBank of India Flexi Cap Fund Growth42186.49 CR1.98
Fund Name1Y3Y
This FundSamco Flexi Cap Fund Growth-5.88244.1096
This FundSundaram Flexicap Fund Growth-0.021945.7136
This FundITI Flexi Cap Fund Growth4.400672
This FundBank of India Flexi Cap Fund Growth4.203380.0542

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 : -8.76%
  • 6 Months : -7.59%
  • 1 Year : -0.02%
  • 3 Years : 13.37%
Returns of Sundaram Flexicap Fund Growth are updated daily based on NAV of ₹ 13.6656 as on Mar 25,2026. Since inception, the return has been 45.71%.

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 ₹2,059 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