Fund Overview of Sundaram Flexi Cap Fund Direct - Idcw
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₹2,087.2 CrAUM
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₹14.97NAV
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0.63%Expense Ratio
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EquityFund Category
Returns of Sundaram Flexi Cap Fund Direct - Idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 0.30% | NA | 3.06% |
| 6 Months | 14.86% | NA | 12.13% |
| 1 Year | 2.88% | 2.88% | 0.23% |
| 2 Years | 35.23% | 16.29% | 19.05% |
| 3 Years | 59.60% | 16.86% | 17.87% |
Dividends are declared by the fund house based on the income generated from the underlying assets. While many mutual funds distribute dividends annually, the payout frequency ultimately depends on the fund house’s decision
Asset Allocation
equities
95.93%debt instruments
1.20%other assets or cash equivalents
2.86%Sundaram Flexi Cap Fund Direct - Idcw is one Equity mutual fund offered by Sundaram Mutual Fund. Launched on 06 Sep 2022, the fund aims Capital appreciation over long term. Investments in a dynamic mix of equity and equity related instruments across large cap, midcap and small cap stocks. It manages assets worth ₹2,087.2 crore as on Thu Jul 31, 2025. The expense ratio stands at 0.63%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Sundaram Flexi Cap Fund Direct - Idcw
The portfolio allocation consists of 95.93% in equities, 1.20% in debt instruments, 2.86% in other assets or cash equivalents. Managed by Dwijendra Srivastava, it has delivered a return of 2.88% in the last year, a total return since inception of 15.54%.
Key Metrics of Sundaram Flexi Cap Fund Direct - Idcw
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Standard Deviation11.61%
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Sharpe Ratio0.83%
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Alpha1.50%
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Beta0.85%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Aditya Birla Sun Life Flexi Cap Fund Direct-growth  |
₹23,127 | 2.29% | 6.54% | 7.97% | 18.42% | 19.64% |
| Aditya Birla Sun Life Flexi Cap Fund Regular-growth |
₹23,127 | 2.22% | 6.32% | 7.13% | 17.47% | 18.66% |
| Aditya Birla Sun Life Focused Fund Direct-growth |
₹7,731 | 2.43% | 6.73% | 6.56% | 17.34% | 18.43% |
| Aditya Birla Sun Life Focused Fund Regular-growth |
₹7,731 | 2.35% | 6.47% | 5.58% | 16.24% | 17.32% |
| Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-growth |
₹411 | 1.78% | 5.22% | 7.42% | 16.87% | 15.64% |
| Aditya Birla Sun Life Retirement Fund - The 30s Plan Regular-growth |
₹411 | 1.67% | 4.87% | 6.09% | 15.33% | 14.00% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Sundaram Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Sundaram Flexi Cap Fund Direct - Growth
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₹2,087 | 0.90% | 3.49% | 9.13% | 7.09% | 16.20% |
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Sundaram Flexi Cap Fund Regular - Growth
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₹2,087 | 0.78% | 3.12% | 8.37% | 5.63% | 14.43% |
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Sundaram Flexi Cap Fund Regular - Idcw
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₹2,087 | 0.78% | 3.12% | 8.37% | 5.63% | 14.43% |
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Sundaram Focused Fund Direct-growth
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₹1,100 | 0.37% | 2.96% | 7.73% | 1.26% | 14.15% |
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Sundaram Focused-growth
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₹1,100 | 0.29% | 2.70% | 7.20% | 0.29% | 12.98% |
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Sundaram Focused-idcw Half Yearly
|
₹1,100 | 0.29% | 2.70% | 7.20% | 0.29% | 12.98% |
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Sundaram Focused Fund Direct-idcw Half Yearly
|
₹1,100 | 0.37% | 2.96% | 7.73% | 1.26% | 14.15% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Flexi Cap Fund Regular-growth |
₹23,127 | ₹1,851.53 | 17.47% | 18.66% | 14.68% |
| Aditya Birla Sun Life Flexi Cap Fund Direct-growth |
₹23,127 | ₹2,074.35 | 18.42% | 19.64% | 15.72% |
| Aditya Birla Sun Life Focused Fund Direct-growth |
₹7,731 | ₹164.17 | 17.34% | 18.43% | 14.51% |
| Aditya Birla Sun Life Focused Fund Regular-growth |
₹7,731 | ₹145.31 | 16.24% | 17.32% | 13.38% |
| Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-growth |
₹411 | ₹22.71 | 16.87% | 15.64% | - |
| Aditya Birla Sun Life Retirement Fund - The 30s Plan Regular-growth |
₹411 | ₹20.51 | 15.33% | 14.00% | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Hdfc Bank Ltd | Financial | 9.63% | ₹201.01 Cr |
| Hdfc Bank Ltd | Financial | 9.18% | ₹189.44 Cr |
| Hdfc Bank Ltd | Financial | 9.18% | ₹189.44 Cr |
| Icici Bank Ltd | Financial | 8.17% | ₹170.51 Cr |
| Icici Bank Ltd | Financial | 7.52% | ₹155.15 Cr |
| Icici Bank Ltd | Financial | 7.52% | ₹155.15 Cr |
| Repo | Unspecified | 7.19% | ₹150.12 Cr |
| Reliance Industries Ltd | Energy & Utilities | 4.54% | ₹94.81 Cr |
| Reliance Industries Ltd | Energy & Utilities | 4.51% | ₹93.02 Cr |
| Reliance Industries Ltd | Energy & Utilities | 4.51% | ₹93.02 Cr |
| Bharti Airtel Ltd | Technology | 4.04% | ₹83.40 Cr |
| Bharti Airtel Ltd | Technology | 4.04% | ₹83.40 Cr |
| Axis Bank Ltd | Financial | 3.65% | ₹75.25 Cr |
| Axis Bank Ltd | Financial | 3.65% | ₹75.25 Cr |
| Larsen & Toubro Ltd | Industrials | 3.37% | ₹69.52 Cr |
| Larsen & Toubro Ltd | Industrials | 3.37% | ₹69.52 Cr |
| State Bank Of India | Financial | 3.36% | ₹69.45 Cr |
| State Bank Of India | Financial | 3.36% | ₹69.45 Cr |
| Larsen & Toubro Ltd | Industrials | 3.31% | ₹69.09 Cr |
| Infosys Ltd | Technology | 3.27% | ₹67.55 Cr |
| Infosys Ltd | Technology | 3.27% | ₹67.55 Cr |
| Axis Bank Ltd | Financial | 3.12% | ₹65.17 Cr |
| Bharti Airtel Ltd | Technology | 3.08% | ₹64.32 Cr |
| State Bank Of India | Financial | 3.04% | ₹63.41 Cr |
| Infosys Ltd | Technology | 3.01% | ₹62.93 Cr |
| Kotak Mahindra Bank Ltd | Financial | 2.90% | ₹59.78 Cr |
| Kotak Mahindra Bank Ltd | Financial | 2.90% | ₹59.78 Cr |
| Kotak Mahindra Bank Ltd | Financial | 2.84% | ₹59.36 Cr |
| Itc Ltd | Consumer Staples | 2.84% | ₹59.32 Cr |
| Itc Ltd | Consumer Staples | 2.80% | ₹57.82 Cr |
| Itc Ltd | Consumer Staples | 2.80% | ₹57.82 Cr |
| Ultratech Cement Ltd | Materials | 2.46% | ₹51.45 Cr |
| Ultratech Cement Ltd | Materials | 2.49% | ₹51.33 Cr |
| Ultratech Cement Ltd | Materials | 2.49% | ₹51.33 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 2.16% | ₹44.54 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 2.16% | ₹44.54 Cr |
| Repo | Unspecified | 2.14% | ₹44.24 Cr |
| Repo | Unspecified | 2.14% | ₹44.24 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 2.08% | ₹43.36 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 1.93% | ₹40.35 Cr |
| Cipla Ltd | Healthcare | 1.86% | ₹38.48 Cr |
| Cipla Ltd | Healthcare | 1.86% | ₹38.48 Cr |
| Force Motors Ltd | Industrials | 1.70% | ₹35.58 Cr |
| Force Motors Ltd | Industrials | 1.71% | ₹35.27 Cr |
| Force Motors Ltd | Industrials | 1.71% | ₹35.27 Cr |
| Principal Low Duration Fund Direct-growth | Unspecified | 1.68% | ₹35.01 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 1.65% | ₹34.48 Cr |
| Ntpc Ltd | Energy & Utilities | 1.58% | ₹32.65 Cr |
| Ntpc Ltd | Energy & Utilities | 1.58% | ₹32.65 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 1.56% | ₹32.20 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 1.56% | ₹32.20 Cr |
| Swiggy Ltd. | Technology | 1.54% | ₹31.72 Cr |
| Swiggy Ltd. | Technology | 1.54% | ₹31.72 Cr |
| Cholamandalam Investment & Finance Company Ltd | Financial | 1.49% | ₹30.77 Cr |
| Cholamandalam Investment & Finance Company Ltd | Financial | 1.49% | ₹30.77 Cr |
| Tata Motors Ltd | Consumer Discretionary | 1.49% | ₹30.75 Cr |
| Tata Motors Ltd | Consumer Discretionary | 1.49% | ₹30.75 Cr |
| Metropolis Healthcare Ltd | Healthcare | 1.48% | ₹30.54 Cr |
| Metropolis Healthcare Ltd | Healthcare | 1.48% | ₹30.54 Cr |
| Swiggy Ltd. | Technology | 1.45% | ₹30.28 Cr |
| Metropolis Healthcare Ltd | Healthcare | 1.43% | ₹29.93 Cr |
| Indusind Bank Ltd | Financial | 1.41% | ₹29.48 Cr |
| Ambuja Cements Ltd | Materials | 1.42% | ₹29.35 Cr |
| Ambuja Cements Ltd | Materials | 1.42% | ₹29.35 Cr |
| Alkem Laboratories Ltd | Healthcare | 1.39% | ₹28.75 Cr |
| Alkem Laboratories Ltd | Healthcare | 1.39% | ₹28.75 Cr |
| Delhivery Ltd | Industrials | 1.37% | ₹28.31 Cr |
| Delhivery Ltd | Industrials | 1.37% | ₹28.31 Cr |
| Zomato Ltd | Technology | 1.36% | ₹28.09 Cr |
| Zomato Ltd | Technology | 1.36% | ₹28.09 Cr |
| Emami Ltd | Consumer Staples | 1.34% | ₹27.59 Cr |
| Emami Ltd | Consumer Staples | 1.34% | ₹27.59 Cr |
| Cholamandalam Investment & Finance Company Ltd | Financial | 1.32% | ₹27.57 Cr |
| Kirloskar Oil Engines Ltd | Industrials | 1.33% | ₹27.42 Cr |
| Kirloskar Oil Engines Ltd | Industrials | 1.33% | ₹27.42 Cr |
| Ambuja Cements Ltd | Materials | 1.31% | ₹27.26 Cr |
| Triveni Turbine Ltd | Industrials | 1.29% | ₹26.97 Cr |
| Delhivery Ltd | Industrials | 1.28% | ₹26.75 Cr |
| Zomato Ltd | Technology | 1.27% | ₹26.56 Cr |
| United Spirits Ltd | Consumer Staples | 1.28% | ₹26.49 Cr |
| United Spirits Ltd | Consumer Staples | 1.28% | ₹26.49 Cr |
| Gail (india) Ltd | Energy & Utilities | 1.28% | ₹26.41 Cr |
| Gail (india) Ltd | Energy & Utilities | 1.28% | ₹26.41 Cr |
| Ntpc Ltd | Energy & Utilities | 1.24% | ₹25.90 Cr |
| Interglobe Aviation Ltd | Industrials | 1.23% | ₹25.60 Cr |
| Upl Ltd | Materials | 1.22% | ₹25.48 Cr |
| Jubilant Foodworks Ltd | Consumer Discretionary | 1.23% | ₹25.31 Cr |
| Jubilant Foodworks Ltd | Consumer Discretionary | 1.23% | ₹25.31 Cr |
| Ge T&d India Ltd | Industrials | 1.22% | ₹25.16 Cr |
| Ge T&d India Ltd | Industrials | 1.22% | ₹25.16 Cr |
| Gail (india) Ltd | Energy & Utilities | 1.20% | ₹25.07 Cr |
| Principal Cash Management Direct-growth | Unspecified | 1.21% | ₹25.02 Cr |
| Principal Cash Management Direct-growth | Unspecified | 1.21% | ₹25.02 Cr |
| Cummins India Ltd | Industrials | 1.20% | ₹24.74 Cr |
| Cummins India Ltd | Industrials | 1.20% | ₹24.74 Cr |
| Varun Beverages Ltd | Consumer Staples | 1.18% | ₹24.45 Cr |
| Varun Beverages Ltd | Consumer Staples | 1.18% | ₹24.45 Cr |
| Interglobe Aviation Ltd | Industrials | 1.17% | ₹24.23 Cr |
| Interglobe Aviation Ltd | Industrials | 1.17% | ₹24.23 Cr |
| Upl Ltd | Materials | 1.15% | ₹23.74 Cr |
| Upl Ltd | Materials | 1.15% | ₹23.74 Cr |
| Tech Mahindra Ltd | Technology | 1.14% | ₹23.61 Cr |
| Tech Mahindra Ltd | Technology | 1.14% | ₹23.61 Cr |
| Varun Beverages Ltd | Consumer Staples | 1.13% | ₹23.52 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 1.11% | ₹23.24 Cr |
| Ge T&d India Ltd | Industrials | 1.11% | ₹23.18 Cr |
| Cipla Ltd | Healthcare | 1.11% | ₹23.16 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 1.07% | ₹22.42 Cr |
| Devyani International Ltd | Consumer Discretionary | 1.09% | ₹22.42 Cr |
| Devyani International Ltd | Consumer Discretionary | 1.09% | ₹22.42 Cr |
| Cummins India Ltd | Industrials | 1.07% | ₹22.40 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 1.08% | ₹22.31 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 1.08% | ₹22.31 Cr |
| Amara Raja Batteries Ltd | Consumer Discretionary | 1.07% | ₹22.06 Cr |
| Amara Raja Batteries Ltd | Consumer Discretionary | 1.07% | ₹22.06 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 1.06% | ₹21.80 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 1.06% | ₹21.80 Cr |
| Alkem Laboratories Ltd | Healthcare | 1.04% | ₹21.63 Cr |
| Hindustan Aeronautics Ltd | Industrials | 1.03% | ₹21.36 Cr |
| Hindustan Aeronautics Ltd | Industrials | 1.03% | ₹21.36 Cr |
| Union Bank Of India | Financial | 1.01% | ₹20.92 Cr |
| Union Bank Of India | Financial | 1.01% | ₹20.92 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 0.99% | ₹20.71 Cr |
| Amara Raja Batteries Ltd | Consumer Discretionary | 0.98% | ₹20.43 Cr |
| United Spirits Ltd | Consumer Staples | 0.98% | ₹20.37 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 0.97% | ₹20.12 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 0.97% | ₹20.12 Cr |
| Hcl Technologies Ltd | Technology | 0.95% | ₹19.67 Cr |
| Hcl Technologies Ltd | Technology | 0.95% | ₹19.67 Cr |
| Devyani International Ltd | Consumer Discretionary | 0.94% | ₹19.57 Cr |
| Deepak Nitrite Ltd | Materials | 0.93% | ₹19.32 Cr |
| Deepak Nitrite Ltd | Materials | 0.93% | ₹19.27 Cr |
| Deepak Nitrite Ltd | Materials | 0.93% | ₹19.27 Cr |
| Affle (india) Ltd | Industrials | 0.92% | ₹18.93 Cr |
| Affle (india) Ltd | Industrials | 0.92% | ₹18.93 Cr |
| Info Edge (india) Ltd | Technology | 0.90% | ₹18.80 Cr |
| Torrent Power Ltd | Energy & Utilities | 0.91% | ₹18.77 Cr |
| Torrent Power Ltd | Energy & Utilities | 0.91% | ₹18.77 Cr |
| Indusind Bank Ltd | Financial | 0.91% | ₹18.68 Cr |
| Indusind Bank Ltd | Financial | 0.91% | ₹18.68 Cr |
| Praj Industries Ltd | Industrials | 0.89% | ₹18.54 Cr |
| Kajaria Ceramics Ltd | Industrials | 0.86% | ₹18.03 Cr |
| The Federal Bank Ltd | Financial | 0.84% | ₹17.52 Cr |
| Blue Star Ltd | Industrials | 0.83% | ₹17.36 Cr |
| Jubilant Foodworks Ltd | Consumer Discretionary | 0.81% | ₹16.85 Cr |
| Tata Motors Ltd | Consumer Discretionary | 0.80% | ₹16.65 Cr |
| Tech Mahindra Ltd | Technology | 0.79% | ₹16.54 Cr |
| Others Emm | Unspecified | 0.73% | ₹15.00 Cr |
| Others Emm | Unspecified | 0.73% | ₹15.00 Cr |
| Cash/net Current Assets | Unspecified | 0.71% | ₹14.69 Cr |
| Cash/net Current Assets | Unspecified | 0.71% | ₹14.69 Cr |
| Emami Ltd | Consumer Staples | 0.65% | ₹13.51 Cr |
| Praj Industries Ltd | Industrials | 0.63% | ₹13.10 Cr |
| Praj Industries Ltd | Industrials | 0.63% | ₹13.10 Cr |
| Affle (india) Ltd | Industrials | 0.62% | ₹12.92 Cr |
| Neuland Laboratories Ltd | Healthcare | 0.58% | ₹12.03 Cr |
| Neuland Laboratories Ltd | Healthcare | 0.58% | ₹12.03 Cr |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | 0.58% | ₹12.02 Cr |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | 0.58% | ₹12.02 Cr |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | 0.54% | ₹11.34 Cr |
| Neuland Laboratories Ltd | Healthcare | 0.52% | ₹10.94 Cr |
| Torrent Power Ltd | Energy & Utilities | 0.47% | ₹9.83 Cr |
| Bse Ltd | Financial | 0.44% | ₹9.18 Cr |
| Bse Ltd | Financial | 0.44% | ₹9.18 Cr |
| Cash/net Current Assets | Unspecified | 0.06% | ₹1.31 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Aditya Birla Sun Life Flexi Cap Fund Direct-growth |
₹2,074.35 | 18.42% | 19.64% | - |
| Aditya Birla Sun Life Flexi Cap Fund Regular-growth |
₹1,851.53 | 17.47% | 18.66% | - |
| Aditya Birla Sun Life Focused Fund Direct-growth |
₹164.17 | 17.34% | 18.43% | - |
| Aditya Birla Sun Life Focused Fund Regular-growth |
₹145.31 | 16.24% | 17.32% | - |
| Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-growth |
₹22.71 | 16.87% | 15.64% | - |
| Aditya Birla Sun Life Retirement Fund - The 30s Plan Regular-growth |
₹20.51 | 15.33% | 14.00% | - |
growth is based on 5Y returns of the funds
Sundaram Flexi Cap Fund Direct - Idcw
What is the current AUM of Sundaram Flexi Cap Fund Direct - Idcw?
As of Thu Jul 31, 2025, Sundaram Flexi Cap Fund Direct - Idcw manages assets worth ₹2,087.2 crore
How has Sundaram Flexi Cap Fund Direct - Idcw performed recently?
- 3 Months: 0.30%
- 6 Months: 14.86%
What is the long-term performance of Sundaram Flexi Cap Fund Direct - Idcw?
- 3 Years CAGR: 16.86%
- Since Inception: 15.54%
What is the portfolio composition of Sundaram Flexi Cap Fund Direct - Idcw?
Equity: 95.93%, Debt: 1.20%, Others: 2.86%.
Who manages Sundaram Flexi Cap Fund Direct - Idcw?
Sundaram Flexi Cap Fund Direct - Idcw is managed by Dwijendra Srivastava from Sundaram Mutual Fund.
When was the last dividend declared by Sundaram Flexi Cap Fund Direct - Idcw?
Latest dividend was declared on 25 Oct 2024 at 7.55% of face value.
What is the market-cap allocation of Sundaram Flexi Cap Fund Direct - Idcw?
Large Cap: 73.23%, Mid Cap: 12.51%, Small Cap: 14.26%.
Which are the top companies Sundaram Flexi Cap Fund Direct - Idcw has invested in?
- HDFC Bank Ltd – 9.63% of the fund's portfolio
- HDFC Bank Ltd – 9.18% of the fund's portfolio
- HDFC Bank Ltd – 9.18% of the fund's portfolio
- ICICI Bank Ltd – 8.17% of the fund's portfolio
- ICICI Bank Ltd – 7.52% of the fund's portfolio
Which are the major sectors Sundaram Flexi Cap Fund Direct - Idcw focuses on?
- Financial – 91.29% of the fund's portfolio
- Industrials – 42.11% of the fund's portfolio
- Technology – 35.13% of the fund's portfolio
- Consumer Staples – 25.94% of the fund's portfolio
- Energy & Utilities – 25.72% of the fund's portfolio
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
