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Sundaram Flexi Cap Fund(G)-Direct Plan

Sundaram Flexi Cap Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+7.49%

3Y annualised

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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

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,23,800

Stock Allocation

Stock nameSectorAllocation
Icici Bank LtdBank6.65%
Hdfc Bank LtdBank5.51%
Axis Bank LtdBank4.40%

Fund Composition

1962 Cr

Large Cap

62.04%

Mid Cap

18.13%

Small Cap

18.61%

Others

1.22%

Sector Allocation

1962 Cr

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

Min. for SIP100
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

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

SB

S. Bharath

Present

SA

Sandeep Agarwal

Present

SS

Shalav Saket

Present

Similar/Peer Fund Comparison

Fund name
B

Bank of India Flexi Cap Fund(G)-Direct Plan

+18.09%
I

ITI Flexi Cap Fund(G)-Direct Plan

+17.61%
N

Navi Flexi Cap Fund(G)-Direct Plan

+10.18%
L

LIC MF Multi Cap Fund(G)-Direct Plan

+17.04%
A

Aditya Birla SL Flexi Cap Fund(G)-Direct Plan

+13.33%
T

TRUSTMF Flexi Cap Fund(G)-Direct Plan

+0.00%
T

Tata Multicap Fund(G)-Direct Plan

+9.32%
3

360 ONE Flexicap Fund(G)-Direct Plan

+16.10%

FAQs

Sundaram Flexi Cap Fund(G)-Direct Plan is a part of Sundaram Asset Management Company Limited, it was incepted on 06 Sep 2022. This fund is managed by S. Bharath, Sandeep Agarwal and Shalav Saket. It is a Equity type of fund.

The current NAV of Sundaram Flexi Cap Fund(G)-Direct Plan is ₹14.69 (as of 16 Sep 2026).

Sundaram Flexi Cap Fund(G)-Direct Plan has delivered -6.70% in 1 year, 7.49% in 3 years, and 0.00% in 5 years (annualised).

The minimum SIP amount for Sundaram Flexi Cap Fund(G)-Direct Plan is ₹100.

The expense ratio of Sundaram Flexi Cap Fund(G)-Direct Plan is 0.62%.

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