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Sundaram Mutual Fund · Equity: Flexi Cap
Sundaram FlexiCap Fund Regular Growth
An open ended scheme investing in a dynamic mix of equity and equity related instruments across large cap, midcap and small cap stocks
EquityBenchmark · Nifty 500 TRITER · 2.03%Inception · 06-09-2022
NAV
₹14.36
-1.07% · as of 14-07-2026
Since inception
9.81%
CAGR
Benchmark (inception)
12.15%
CAGR
Fund size
₹1,990 Cr
AUM
Expense ratio
2.03%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +9.81% CAGR vs benchmark +12.15%.
Portfolio
Where the money is invested
Top holdings
HDFC BANK LIMITED EQ NEW FV RE. 1/-6.77%
ICICI BANK LIMITED EQ NEW FV RS. 2/-5.75%
AXIS BANK LIMITED EQ NE FV RS. 2/-4.36%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-3.86%
RELIANCE INDUSTRIES LIMITED EQ3.62%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-3.58%
STATE BANK OF INDIA EQ NEW RE. 1/-3.52%
INFOSYS LIMITED EQ FV RS 53.16%
TREPS2.99%
Kotak Mahindra Bank Limited2.94%
Sector allocation
Financial Services31.23%
Capital Goods8.98%
Information Technology7.58%
Automobile and Auto Components7.16%
Oil, Gas & Consumable Fuels5.96%
Consumer Services4.80%
Construction Materials4.63%
Healthcare4.40%
Construction4.36%
Fast Moving Consumer Goods4.25%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 9.8% p.a.₹10,000
10 years
Projected value
₹20,42,873
Invested: ₹12,00,000
Gained: ₹8,42,873
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
B
Bharath S, Dwijendra Srivastava, Shalav Saket
Manager since fund inception data not available
ISIN & identifiers
AMFI code
150568
ISIN (Growth)
INF903JA1LB8
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Flexi Cap funds
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