
Sundaram Flexi Cap Fund(G)-Direct Plan
+7.49%
3Y annualised
+7.49%
3Y annualised
+0.21% 1D
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Buy, Hold or Sell?
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NAV : 16 Sep 2026
₹14.69
Min. SIP amount
₹100
Fund size (AUM)
1962 Cr
Expense ratio
0.62%
Launched on
06 Sep 2022
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 16 Sep 2026
₹14.69
Min. SIP amount
₹100
Fund size (AUM)
1962 Cr
Expense ratio
0.62%
Launched on
06 Sep 2022
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
62.04%
Mid Cap
18.13%
Small Cap
18.61%
Others
1.22%
Sector Allocation
Bank
27.64%
Automobile & Ancillaries
12.35%
It
6.96%
Fmcg
4.80%
Infrastructure
4.58%
Capital Goods
4.21%
Healthcare
3.79%
Domestic Equities
3.74%
Others
31.93%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
Nil upto 25% of units and 1% for remaining units on or before 365D, Nil after 365D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
S. Bharath
Present
Sandeep Agarwal
Present
Shalav Saket
Present
Similar/Peer Fund Comparison
Bank of India Flexi Cap Fund(G)-Direct Plan
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Aditya Birla SL Flexi Cap Fund(G)-Direct Plan
TRUSTMF Flexi Cap Fund(G)-Direct Plan
Tata Multicap Fund(G)-Direct Plan
360 ONE Flexicap Fund(G)-Direct Plan
FAQs
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