Sundaram Flexi Cap Fund Direct - Growth
Sundaram Flexi Cap Fund Direct - Growth: Mutual Fund Overview
Sundaram Flexi Cap Fund Direct - Growth is an Flexi Cap mutual fund with over 3.51 years of performance history. The scheme manages an AUM of ₹2058.69 Cr and has a NAV of ₹14.7761. 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 9.51%.
Equity, Flexi Cap, Principal at very high risk
1 Year Return 9.51% at 12 Mar 2026 06:17 PM
Fund Details
NAV 14.7761
Sub-Type Flexi Cap
Rating 3
Min. SIP Amount ₹100.0
Fund Age(Year) 3.51
Fund Size(in Crores) 2058.69
Fund Performance
1 Month -8.29%
3 Month -7.15%
6 Month -5.03%
1 Year 9.51%
3 Year 14.72%
5 Year 0.0%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (95%) Market Cap Large Cap 45.31 Mid Cap 25.71 Small Cap 23.98 Top Sectors Financial 28.7 Services 12.36 Healthcare 9.03 Automobile 7.47 Energy 7.26 Metals & Mining 6.31 Technology 4.38 Capital Goods 3.57 Consumer Staples 2.98 Construction 2.58 Communication 2.37 Materials 2.26 Chemicals 1.86 Insurance 1.43 Textiles 1.41 Consumer Discretionary 1.03 Top Holding Reliance Industries 3.08 Indian Bank 2.03 Equitas Small Finance Bank 0.81 R R Kabel 0.36 Kirloskar Pneumatic 0.77 Swiggy 0.95 Larsen & Toubro 1.12 Greenpanel Industries 0.21 REC 1.38 Ultratech Cement 1.12 Power Fin. Corp. 2.17 Aster DM Healthcare 1.65 Samvardhana Motherson 1.14 Pearl Global Industries 1.41 NTPC 2.8 Ujjivan Small Finance Bank 0.7 Orient Electric 0.67 Can Fin Homes 1.27 Bandhan Bank 1.72 PNB Housing Finance 0.72 ICICI Bank 1.81 Coforge 0.92 Jindal Steel 1.06 Gravita India 1.08 Metropolis Healthcare 1.65 Vedanta 1.3 Shriram Pistons & Rings 1.29 Thermax 1.88 Restaurant King 0.2 TBO Tek 0.62 Dr. Lal Pathlabs 2.37 Persistent Systems 0.24 Godrej Properties 0.6 Adani Energy Solutions 0.92 Balkrishna Industries 0.9 HDFC AMC 1.11 PB Fintech 1.2 Prestige Estates Projects 0.86 Transport Corp 1.06 Infosys 1.66 APL Apollo Tubes 0.9 Radico Khaitan 0.92 AIA Engineering 0.75 Axis Bank 3.93 State Bank of India 4.51 Firstsource Solutions 1.15 Craftsman Automation 0.68 Birlasoft 1.1 Oil India 0.46 Bank of Baroda 1.2 ICICI Lombard Gen. Insurance 1.43 Marico 1.56 Vinati Organics 0.58 Usha Martin 1.22 Meesho 0.11 Kei Industries 0.92 Ambuja Cements 0.93 WeWork India Management 0.73 PI Industries 1.28 Bharti Airtel 2.37 Mahindra & Mahindra 2.09 UNO Minda 1.37 The Federal Bank 2.18 Apollo Hospitals Enterprise 2.71 Vijaya Diagnostic Centre 0.65 HDFC Bank 2.66 Vishal Mega Mart 1.64 Adani Ports and Special Economic Zone 3.84 Mastek 0.46 Eternal 0.86 Motilal Oswal Financial Services 0.5 Godrej Industries 0.5
Debt & Others (5%) Sector Allocation Cash/Net Current Assets 1.28 Repo 3.72 Debt Credit Ratings Debt Category Others 5.0
Comparison with same funds
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - Growth Ret 1M -7.23% Ret 1Y 4.48% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - IDCW Payout Ret 1M -7.23% Ret 1Y 4.48% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - IDCW Reinvestment Ret 1M -7.23% Ret 1Y 4.48% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE Focused Fund Regular-Growth Ret 1M -7.61% Ret 1Y 4.26% Ret 3Y 13.56% Ret 5Y 12.19%
Equity, Flexi Cap funds 360 ONE Focused Fund Regular-IDCW Ret 1M -7.61% Ret 1Y 4.26% Ret 3Y 13.56% Ret 5Y 12.19%
Equity, Flexi Cap funds 360 ONE Focused Fund Regular-IDCW Reinvestment Ret 1M -7.61% Ret 1Y 4.26% Ret 3Y 13.56% Ret 5Y 12.19%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - Growth Ret 1M -5.4% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - IDCW Payout Ret 1M -5.4% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - IDCW Reinvestment Ret 1M -5.4% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-Growth Ret 1M -7.71% Ret 1Y 9.81% Ret 3Y 13.07% Ret 5Y 7.47%
Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-IDCW Ret 1M -7.71% Ret 1Y 9.81% Ret 3Y 13.07% Ret 5Y 7.47%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.72%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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.
Shalav Saket
Education MBA, B-Tech, CFA
Experience Prior joining the Sundaram AMC, he was associated with SAMC, BofA Securities, PWC, Samsung.
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.
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
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.
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) 94
Date of Incorporation 2022-09-06
Total AUM 75674.2
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.
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