Sundaram Flexi Cap Fund Regular-Growth
Equity, Flexi Cap, Principal at very high risk
1 Year Return -4.5% at 08 Jun 2026 12:14 PM
Sundaram Flexi Cap Fund Regular-Growth: Mutual Fund Overview
Sundaram Flexi Cap Fund Regular-Growth is an Flexi Cap mutual fund with over 3.75 years of performance history. The scheme manages an AUM of ₹2003.88 Cr and has a NAV of ₹13.8607. It is rated '3' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -4.5%.
Fund Details
NAV 13.8607
Sub-Type Flexi Cap
Rating 3
Min. SIP Amount ₹100.0
Fund Age(Year) 3.75
Fund Size(in Crores) 2003.88
Fund Performance
1 Month -3.18%
3 Month -4.35%
6 Month -9.13%
1 Year -4.5%
3 Year 9.89%
5 Year 0.0%
Know This Fund
As on 08 Jun 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (0%) Sector Allocation Debt Credit Ratings SOV 86.2 Cash & Call Money 13.42 Others 0.38 Debt Category
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Floating Rate Fund Regular-Growth Ret 1M 0.35% Ret 1Y 5.63% Ret 3Y 7.23% Ret 5Y 6.39%
Equity, Flexi Cap funds Aditya Birla Sun Life Floating Rate Fund Regular-IDCW Daily Reinvestment Ret 1M 0.35% Ret 1Y 5.63% Ret 3Y 7.23% Ret 5Y 6.39%
Equity, Flexi Cap funds Aditya Birla Sun Life Floating Rate Fund Regular-IDCW Weekly Ret 1M 0.35% Ret 1Y 5.63% Ret 3Y 7.23% Ret 5Y 6.39%
Equity, Flexi Cap funds Aditya Birla Sun Life Floating Rate Fund Retail-Growth Ret 1M 0.35% Ret 1Y 5.63% Ret 3Y 7.23% Ret 5Y 6.39%
Equity, Flexi Cap funds Aditya Birla Sun Life Floating Rate Fund Retail-Weekly IDCW Ret 1M 0.35% Ret 1Y 5.63% Ret 3Y 7.23% Ret 5Y 6.39%
Equity, Flexi Cap funds Axis Floater Fund Regular-Growth Ret 1M 0.58% Ret 1Y 3.86% Ret 3Y 7.55% Ret 5Y 0%
Equity, Flexi Cap funds Axis Floater Fund Regular-IDCW Daily Reinvestment Ret 1M 0.58% Ret 1Y 3.86% Ret 3Y 7.55% Ret 5Y 0%
Equity, Flexi Cap funds Axis Floater Fund Regular-IDCW Monthly Payout Ret 1M 0.58% Ret 1Y 3.86% Ret 3Y 7.55% Ret 5Y 0%
Equity, Flexi Cap funds Axis Floater Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.58% Ret 1Y 3.86% Ret 3Y 7.55% Ret 5Y 0%
Equity, Flexi Cap funds Axis Floater Fund Regular-IDCW Quarterly Payout Ret 1M 0.58% Ret 1Y 3.86% Ret 3Y 7.55% Ret 5Y 0%
Equity, Flexi Cap funds Axis Floater Fund Regular-IDCW Quarterly Reinvestment Ret 1M 0.58% Ret 1Y 3.86% Ret 3Y 7.55% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.04%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Shalav Saket
Education MBA, B-Tech, CFA
Experience Prior joining the Sundaram AMC, he was associated with SAMC, BofA Securities, PWC, Samsung.
Dwijendra Srivastava
Education Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Sudhir Kedia
Education Mr. Kedia is CA, CMA and MBA.
Experience Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Mirae Asset Mutual Fund and ASK investment.
Bharath S
Education Mr. Bharath is a B Com (H), MBA and ICWA.
Experience Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Pathanjali Srinivasan
Education Mr. Srinivasan has done B.Com and CA
Experience Prior to joining Sundaram Mutual Fund, he has worked with Mirabilis Investment Trust
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 119
Date of Incorporation 2022-09-06
Total AUM 75523.59
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
Sundaram Flexi Cap Fund Regular-Growth FAQs
How to invest in Sundaram Flexi Cap Fund Regular-Growth?
Investing in Sundaram Flexi Cap Fund Regular-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Sundaram Flexi Cap Fund Regular-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Sundaram Flexi Cap Fund Regular-Growth?
The term expense ratio for Sundaram Flexi Cap Fund Regular-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Sundaram Flexi Cap Fund Regular-Growth is 2.04% as of 08 Jun 2026.
What is the NAV of Sundaram Flexi Cap Fund Regular-Growth?
The NAV of Sundaram Flexi Cap Fund Regular-Growth is ₹13.8607 as of 08 Jun 2026.
What is the AUM of Sundaram Flexi Cap Fund Regular-Growth?
The AUM (Assets Under Management) of Sundaram Flexi Cap Fund Regular-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Sundaram Flexi Cap Fund Regular-Growth is ₹2003.88 Cr as of 08 Jun 2026.
What is the PE and PB ratio of Sundaram Flexi Cap Fund Regular-Growth?
The PE ratio of Sundaram Flexi Cap Fund Regular-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Sundaram Flexi Cap Fund Regular-Growth?
Yes, you can invest in Sundaram Flexi Cap Fund Regular-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Sundaram Flexi Cap Fund Regular-Growth in the last 5 years?
The return of Sundaram Flexi Cap Fund Regular-Growth in the last 5 years is 0.0%.
What is the minimum SIP investment required in Sundaram Flexi Cap Fund Regular-Growth?
The minimum SIP investment in Sundaram Flexi Cap Fund Regular-Growth depends on the fund's scheme rules and usually starts at a small amount. For Sundaram Flexi Cap Fund Regular-Growth, the minimum SIP amount is ₹100.0.
What is the current NAV of Sundaram Flexi Cap Fund Regular-Growth?
The NAV of Sundaram Flexi Cap Fund Regular-Growth, as of 08 Jun 2026, is ₹13.8607.
Who manages the Sundaram Flexi Cap Fund Regular-Growth?
The fund managers responsible for Sundaram Flexi Cap Fund Regular-Growth are:
- Shalav Saket
- Dwijendra Srivastava
- Sudhir Kedia
- Bharath S
- Pathanjali Srinivasan