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EQUITY•FLEXI CAP FUND

Sundaram Flexicap Fund

3 Year return

15.97%
NAV on December 18, 2025
15.8997
1D Returns
-0.04%
Launched on August 2022(3 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
28.92%₹1,041
Total Value ₹4,641

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹2,149.24 Cr.
Expense Ratio
0.62% (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If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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

ARQ Rating
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

SB

S Bharath

Fund Manager since Jul 2024

SS

Shalav Saket

Fund Manager since Dec 2025

Fund House Details

Sundaram Mutual Fund

Sundaram Mutual Fund

Asset management company

AUM
₹74,005.23 Cr.
No. of Schemes
104
Setup Date
1996

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
HDFC Flexi Cap Fund21.5488%
4.5
Quant Flexi Cap Fund16.3199%
0
Bank of India Flexi Cap Fund21.6648%
0

About Sundaram Flexicap Fund Direct Growth

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
0.62%
Fund Manager
Dwijendra Srivastava
Fund Size
₹2149.24 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

NameSundaram Mutual Fund
Launch DateJanuary 1996
AddressSundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014
Contact1860 425 7237, 044 2858 3362/3367, 044 2856 9900
Emailcustomerservices@sundarammutual.com
Websitehttps://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

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 Flexicap Fund on December 18, 2025, is ₹15.8997
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 Flexicap Fund, is ₹2149.24 crore.
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 Flexicap Fund is 0.62%
The Sundaram Flexicap Fund was launched on August 16, 2022. The fund has delivered a CAGR of undefined since inception.
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 Flexicap Fund is ₹100.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,641 in 3Y at 15.967% returns
SIP Date1st of every month

Your next SIP Payment will be on 18 January 2026

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