EQUITY•FLEXI CAP FUND
Sundaram Flexi Cap Fund
3 Year return
11.30%
NAV on August 17, 2026
15.4927
1D Returns
-0.01%
Launched on August 2022(4 years)
Investment Details
₹100
Minimum SIP Amount
₹100
Minimum one time investment
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
19.5%₹702
Total Value ₹4,302
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹1,998.79 Cr.
Expense Ratio
0.88% (inclusive of GST)
Exit Load
If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.
Ratings
0
Ratings by other agencies
Value Research
0
Crisil
0
Morning Star
0
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Sundaram Mutual Fund Manager
DS
Dwijendra Srivastava
Fund Manager since Jan 2022
PS
Pathanjali Srinivasan
Fund Manager since Jul 2024
SA
Sandeep Agarwal
Fund Manager since Jan 2022
SB
S Bharath
Fund Manager since Jan 2022
SS
Shalav Saket
Fund Manager since Mar 2026
Fund House Details
Sundaram Mutual Fund
Asset management company
AUM
₹76,995.46 Cr.
No. of Schemes
107
Setup Date
1996
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| HDFC Flexi Cap Fund | 17.7001% | 4.5 |
| Bank of India Flexi Cap Fund | 22.0663% | 0 |
| JM Flexicap Fund | 17.1413% | 2.5 |
Schemes by Sundaram Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Payout11.3639%
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Reinvestment11.3639%
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Growth11.063%
7.3068%
7.3068%
Sundaram Flexicap Fund, managed by Sundaram Mutual Fund, falls within the flexi-cap funds category, offering investors the flexibility to invest across market capitalisations. This direct plan features the Growth scheme, aiming to provide potential capital appreciation by investing in a diversified portfolio of equities across different sectors and market segments. The fund's strategy adapts to market trends, aiming to optimise returns. The fund also has a much lower expense ratio than the category average.
Investment Objective of the Scheme
The scheme's primary objective is to offer investors growth potential through a flexible approach to investing in equities across market caps. Sundaram Flexicap Fund Direct Growth achieves this by actively allocating its portfolio based on market conditions, aiming to capture opportunities across different sectors and industries. The fund's strategy focuses on delivering competitive returns over the long term.
Key Features of The Fund
5-year return
0%
Expense Ratio
0.88%
Fund Manager
Dwijendra Srivastava
Fund Size
₹1998.79 Cr.
Risk Profile
Very High
Is This Scheme Right for Me?
If you're seeking growth potential through a diversified portfolio that spans various market capitalisations, Sundaram Flexicap Fund Direct Growth could be a suitable option. This fund caters to individuals looking for the flexibility to capitalise on opportunities across different sectors. However, keep in mind that the fund's allocation strategy can result in varying levels of exposure to different market segments. Prior to considering this fund, assess your investment goals, risk tolerance, and investment horizon. Consulting financial experts can offer tailored advice for well-informed decisions.
AMC Contact Details
| Name | Sundaram Mutual Fund |
| Launch Date | January 1996 |
| Address | Sundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014 |
| Contact | 1860 425 7237, 044 2858 3362/3367, 044 2856 9900 |
| customerservices@sundarammutual.com | |
| Website | https://www.sundarammutual.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of Sundaram Flexi Cap Fund?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Sundaram Flexi Cap Fund on August 17, 2026, is ₹15.4927
What is the AUM of Sundaram Flexi Cap Fund?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Sundaram Flexi Cap Fund, is ₹1998.79 crore.
What is the expense ratio of Sundaram Flexi Cap Fund?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Sundaram Flexi Cap Fund is 0.88%
What are the returns of Sundaram Flexi Cap Fund since inception?
The Sundaram Flexi Cap Fund was launched on August 16, 2022. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in Sundaram Flexi Cap Fund?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Sundaram Flexi Cap Fund is ₹100.
How do I invest in Sundaram Flexi Cap Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Sundaram Flexi Cap Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Sundaram Flexi Cap Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Sundaram Flexi Cap Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹4,302 in 3Y at 11.2993% returns
SIP Date1st of every month
Your next SIP Payment will be on 17 September 2026
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