Sundaram Flexi Cap Fund Regular-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -3.13%
NAV: ₹14.24 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Sundaram Flexi Cap Fund Regular-Growth

  • ₹1,837.2 Cr
    AUM
  • ₹14.24
    NAV
  • 2.17%
    Expense Ratio
  • Equity
    Fund Category
As on Thu Nov 05, 2026
Calculate your Returns
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Sundaram Flexi Cap Fund Regular-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -3.13% NA 3.06%
6 Months -0.55% NA 12.13%
1 Year -5.92% -5.92% 0.23%
2 Years -0.32% -0.16% 19.05%
3 Years 27.80% 8.52% 17.87%
View More
As on Thu Nov 05, 2026

Asset Allocation of Sundaram Flexi Cap Fund Regular-Growth

equities

98.78%

other assets or cash equivalents

1.22%
Large Cap: 62.89%
Mid Cap: 16.07%
Small Cap: 21.05%
Other: 0.00%
Top Holdings
Hdfc Bank Ltd
9.63%
Hdfc Bank Ltd
8.82%
Hdfc Bank Ltd
9.18%
Hdfc Bank Ltd
9.18%
Hdfc Bank Ltd
8.77%
 
Top Sectors
Financial
152.02%
Unspecified
7.19%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Sundaram Flexi Cap Fund Regular-Growth

Sundaram Flexi Cap Fund Regular-Growth 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 ₹1,837.2 crore as on Wed Sep 30, 2026. The expense ratio stands at 2.17%.
The portfolio allocation consists of 98.78% in equities, 1.22% in other assets or cash equivalents.Managed by Dwijendra Srivastava, it has delivered a return of -5.92% in the last year, a total return since inception of 8.85%.
People planning wealth creation often review the which sip is best while they create long-term investment portfolios.

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  • Bharath S.

    Fund Manager

  • Mr. Bharath is a B Com (H), MBA and ICWA.

    Manager Education

  • Pathanjali Srinivasan

    Fund Manager

  • Mr. Srinivasan has done B.Com and CA

    Manager Education

  • Dwijendra Srivastava

    Fund Manager

  • Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.

    Manager Education

Key Metrics of Sundaram Flexi Cap Fund Regular-Growth

  • Standard Deviation
    14.53%
  • Mean
    7.87%
  • Sharpe Ratio
    0.16%
  • Alpha
    -2.38%
  • Beta
    0.91%
  • Sortino Ratio
    0.21%

Sundaram Flexi Cap Fund Regular-Growth Fund Details

Fund Names Sundaram Flexi Cap Fund Regular-Growth
Inception Date 06 Sep 2022
Lock In No Lock-in
SIP Minimum Investment amount ₹100
SWP Minimum Investment amount ₹500
STP Minimum Investment amount ₹100
 
Risk Principal at very high risk
Category Average Annual Returns 0.23
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
Sundaram Flexi Cap Fund Regular-Growth Fund Returns Comparison

Compare Sundaram Flexi Cap Fund Regular-Growth with other mutual funds in the same category

Sundaram Flexi Cap Fund Regular-Growth

SBI Children's Fund - Investment Plan Direct-Growth

ICICI Prudential Retirement Fund - Pure Equity Plan Direct-Growth

Compare more funds

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
SBI Children's Fund - Investment Plan Direct-Growth trend ₹7,949 0.59% -0.61% 11.55% 21.73% 18.34%
ICICI Prudential Retirement Fund - Pure Equity Plan Direct-Growth trend ₹2,106 3.09% -2.89% 2.60% 20.40% 17.99%
ICICI Prudential Retirement Fund - Pure Equity Plan Direct-IDCW trend ₹2,106 3.09% -2.89% 2.60% 20.40% 17.99%
SBI Children's Fund - Investment Plan Regular-Growth trend ₹7,949 0.51% -0.84% 10.48% 20.45% 16.98%
ICICI Prudential Retirement Fund - Pure Equity Plan-Growth trend ₹2,106 2.96% -3.23% 1.26% 18.75% 16.38%
ICICI Prudential Retirement Fund - Pure Equity Plan-IDCW trend ₹2,106 2.96% -3.23% 1.26% 18.75% 16.38%
HDFC Flexi Cap Direct Plan-Growth trend ₹108,547 6.99% 0.22% 2.04% 17.31% 16.37%
HDFC Flexi Cap Direct Plan-IDCW trend ₹108,547 6.99% 0.22% 2.04% 17.31% 16.37%
Bank Of India Flexi Cap Fund Direct-Growth trend ₹3,098 1.10% 0.24% 8.01% 19.30% 15.74%
Bank Of India Flexi Cap Fund Direct-IDCW trend ₹3,098 1.10% 0.24% 8.01% 19.30% 15.74%
View More
increase 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
Sundaram Flexi Cap Fund Direct-Growth increase ₹1,837 5.05% -2.81% 0.11% -4.66% 10.04%
Sundaram Flexi Cap Fund Direct-IDCW increase ₹1,837 5.05% -2.81% 0.11% -4.66% 10.04%
Sundaram Flexi Cap Fund Regular-IDCW increase ₹1,837 4.93% -3.13% -0.55% -5.92% 8.52%
increase growth is based on 1-month returns of the funds

Sundaram Flexi Cap Fund Regular-Growth Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Parag Parikh Flexi Cap Fund Regular-Growth trend ₹145,070 ₹84.38 12.64% 10.73% 16.48%
Parag Parikh Flexi Cap Fund Direct-Growth trend ₹145,070 ₹92.71 13.40% 11.58% 17.38%
Parag Parikh Flexi Cap Fund Direct-IDCW trend ₹145,070 ₹92.71 13.40% 11.58% 17.38%
Parag Parikh Flexi Cap Fund Regular-IDCW trend ₹145,070 ₹84.38 12.64% 10.73% 16.48%
HDFC Flexi Cap Fund Regular-Growth trend ₹108,547 ₹2,091.13 16.55% 15.61% 15.60%
HDFC Flexi Cap Direct Plan-Growth trend ₹108,547 ₹2,305.35 17.31% 16.37% 16.39%
HDFC Flexi Cap Fund Regular-IDCW trend ₹108,547 ₹75.56 16.55% 15.61% 15.60%
HDFC Flexi Cap Direct Plan-IDCW trend ₹108,547 ₹93.21 17.31% 16.37% 16.39%
Kotak Flexi Cap Fund Regular-Growth trend ₹53,087 ₹85.39 12.26% 9.74% 12.53%
Kotak Flexi Cap Fund Direct-Growth trend ₹53,087 ₹97.25 13.22% 10.71% 13.60%
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Top funds are based on Fund AUM

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Sundaram Flexi Cap Fund Regular-Growth Detailed Portfolio

Stocks Sector % of Holding Value
Hdfc Bank LtdFinancial9.63%₹201.01 Cr
Hdfc Bank LtdFinancial8.82%₹189.63 Cr
Hdfc Bank LtdFinancial9.18%₹189.44 Cr
Hdfc Bank LtdFinancial9.18%₹189.44 Cr
Hdfc Bank LtdFinancial8.77%₹186.54 Cr
Hdfc Bank LtdFinancial8.72%₹185.81 Cr
Hdfc Bank LtdFinancial8.72%₹185.81 Cr
Icici Bank LtdFinancial8.17%₹170.51 Cr
Hdfc Bank LtdFinancial7.77%₹159.37 Cr
Icici Bank LtdFinancial7.52%₹155.15 Cr
Icici Bank LtdFinancial7.52%₹155.15 Cr
Icici Bank LtdFinancial7.27%₹154.84 Cr
Icici Bank LtdFinancial7.27%₹154.84 Cr
Hdfc Bank LtdFinancial7.40%₹152.25 Cr
RepoUnspecified7.19%₹150.12 Cr
Hdfc Bank LtdFinancial7.39%₹147.02 Cr
Hdfc Bank LtdFinancial7.39%₹147.02 Cr
Hdfc Bank LtdFinancial7.39%₹147.02 Cr
Hdfc Bank LtdFinancial7.39%₹147.02 Cr
Icici Bank LtdFinancial6.53%₹140.41 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
SBI Children's Fund - Investment Plan Direct-Growth increase ₹53.78 21.73% 18.34% -
ICICI Prudential Retirement Fund - Pure Equity Plan Direct-Growth increase ₹38.67 20.40% 17.99% -
ICICI Prudential Retirement Fund - Pure Equity Plan Direct-IDCW increase ₹38.65 20.40% 17.99% -
SBI Children's Fund - Investment Plan Regular-Growth increase ₹49.89 20.45% 16.98% -
ICICI Prudential Retirement Fund - Pure Equity Plan-Growth increase ₹34.48 18.75% 16.38% -
ICICI Prudential Retirement Fund - Pure Equity Plan-IDCW increase ₹34.49 18.75% 16.38% -
HDFC Flexi Cap Direct Plan-Growth increase ₹2,305.35 17.31% 16.37% -
HDFC Flexi Cap Direct Plan-IDCW increase ₹93.21 17.31% 16.37% -
Bank Of India Flexi Cap Fund Direct-Growth increase ₹42.20 19.30% 15.74% -
Bank Of India Flexi Cap Fund Direct-IDCW increase ₹36.06 19.30% 15.74% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Sundaram Flexi Cap Fund Regular-Growth

What is the current AUM of Sundaram Flexi Cap Fund Regular-Growth?

As of Wed Sep 30, 2026, Sundaram Flexi Cap Fund Regular-Growth manages assets worth ₹1,837.2 crore

What is the long-term performance of Sundaram Flexi Cap Fund Regular-Growth?

  • 3 Years CAGR: 8.52%
  • Since Inception: 8.85%

What is the portfolio composition of Sundaram Flexi Cap Fund Regular-Growth?

Equity: 98.78%, Others: 1.22%.

Who manages Sundaram Flexi Cap Fund Regular-Growth?

Sundaram Flexi Cap Fund Regular-Growth is managed by Dwijendra Srivastava from Sundaram Mutual Fund.

What is the market-cap allocation of Sundaram Flexi Cap Fund Regular-Growth?

Large Cap: 62.89%, Mid Cap: 16.07%, Small Cap: 21.05%.

Which are the top companies Sundaram Flexi Cap Fund Regular-Growth has invested in?

  • HDFC Bank Ltd – 9.63% of the fund's portfolio
  • HDFC Bank Ltd – 8.82% 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
  • HDFC Bank Ltd – 8.77% of the fund's portfolio

Which are the major sectors Sundaram Flexi Cap Fund Regular-Growth focuses on?

  • Financial – 152.02% of the fund's portfolio
  • Unspecified – 7.19% of the fund's portfolio
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