Sundaram Flexi Cap Fund Regular - IDCW Payout
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Equity, Flexi Cap, Principal at very high risk
1 Year Return 5.02% at 22 Dec 2025 06:28 PM
Fund Details
NAV 14.3903
Sub-Type Flexi Cap
Rating 3
Min. SIP Amount ₹100.0
Fund Age(Year) 3.29
Fund Size(in Crores) 2149.23
Fund Performance
1 Month -0.74%
3 Month 0.62%
6 Month 4.83%
1 Year 5.02%
3 Year 14.11%
5 Year 0.0%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (98.46%) Market Cap Small Cap 18.43 Mid Cap 18.67 Large Cap 61.36 Top Sectors Financial 33.22 Capital Goods 10.38 Automobile 8.75 Technology 6.51 Healthcare 6.37 Services 6.33 Energy 4.88 Construction 4.81 Communication 4.29 Consumer Staples 4.25 Metals & Mining 3.1 Chemicals 2.16 Textiles 1.45 Consumer Discretionary 1.37 Materials 0.59 Top Holding TVS Motor Company - Pref. Shares 0.02 One97 Communications 0.95 SRF 0.92 Bharat Electronics 1.87 Axis Bank 1.76 FSN E-Commerce Ventures 0.96 Arvind Fashions 0.55 KFin Technologies 0.96 Jubilant FoodWorks 0.36 Max Financial Services 1.48 ITC 1.35 Max Healthcare Institute 0.67 Hitachi Energy India 1.21 Maruti Suzuki India 2.53 Endurance Technologies 0.72 Canara Bank 0.93 Lupin 0.4 Jyoti CNC Automation 0.69 Campus Activewear 0.82 JIO Financial 1.74 Swiggy 1.05 Acutaas Chemicals 1.23 DOMS Industries 1.12 Bajaj Finance 1.66 Aadhar Housing Fin 1.03 Bharti Airtel 4.29 Larsen & Toubro 3.38 LG Electronics India 0.55 NTPC 0.49 Torrent Pharmaceuticals 0.65 CG Power 1.56 JK Cement 0.59 ICICI Bank 4.78 Shriram Finance 1.36 Sun Pharmaceutical Industries 0.82 Krishna Institute 0.63 Karur Vysya Bank 1 Tata Consultancy 0.82 Interglobe Aviation 0.38 Timken India 0.68 The Federal Bank 0.84 LTIMindtree 1.09 Balrampur Chini Mills 0.8 Kaynes Technology India 0.6 Eureka Forbes 1.04 Tata Steel 0.68 Pidilite Industries 0.71 UNO Minda 1.19 Ajanta Pharma 0.75 Voltamp Transformers 0.85 Prestige Estates Projects 0.3 Kotak Mahindra Bank 2.56 JSW Energy 0.8 HDFC Bank 7.95 Eternal 0.63 Hindustan Unilever 0.66 Cummins India 1.26 Ujjivan Small Finance Bank 1.13 Dixon Technologies (India) 0.86 Infosys 3.33 Solar Industries India 0.53 Jindal Steel 1.38 Mphasis 1.27 Info Edge (India) 1.08 Reliance Industries 4.39 TVS Motor Company 1.58 Britannia Industries 0.32 State Bank of India 2.91 Inventurus Knowledge Solutions 0.92 Gabriel India 2.71 Gokaldas Exports 0.9 Cipla 1.22 The Phoenix Mills 1.13 HDFC AMC 1.13
Debt & Others (1.54%) Sector Allocation Treasury Bills 0.08 Repo 2.08 Net Payables -0.62 Debt Credit Ratings Debt Category Reserve Bank of India 0.08 Others 1.46
Comparison with same funds
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - Growth Ret 1M -1.95% Ret 1Y -1.61% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - IDCW Payout Ret 1M -1.95% Ret 1Y -1.61% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - IDCW Reinvestment Ret 1M -1.95% Ret 1Y -1.61% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE Focused Fund Regular-Growth Ret 1M -1.03% Ret 1Y 2.45% Ret 3Y 14.94% Ret 5Y 16.3%
Equity, Flexi Cap funds 360 ONE Focused Fund Regular-IDCW Ret 1M -1.03% Ret 1Y 2.45% Ret 3Y 14.94% Ret 5Y 16.3%
Equity, Flexi Cap funds 360 ONE Focused Fund Regular-IDCW Reinvestment Ret 1M -1.03% Ret 1Y 2.45% Ret 3Y 14.94% Ret 5Y 16.3%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - Growth Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - IDCW Payout Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - IDCW Reinvestment Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-Growth Ret 1M -0.24% Ret 1Y 4.26% Ret 3Y 13.68% Ret 5Y 11.4%
Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-IDCW Ret 1M -0.24% Ret 1Y 4.26% Ret 3Y 13.68% Ret 5Y 11.4%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.02%
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.
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.
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.
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) 27
Date of Incorporation 2022-09-06
Total AUM 2025-11-30
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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