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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 · 2.18%Inception · 06-09-2022
NAV
₹13.60
-0.16% · as of 14-10-2026
Since inception
7.74%
CAGR
Benchmark (inception)
11.87%
CAGR
Fund size
₹1,837 Cr
AUM
Expense ratio
2.18%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +7.74% CAGR vs benchmark +11.87%.
Portfolio
Where the money is invested
Top holdings
HDFC BANK LIMITED EQ NEW FV RE. 1/-7.39%
ICICI BANK LIMITED EQ NEW FV RS. 2/-6.20%
AXIS BANK LIMITED EQ NE FV RS. 2/-4.50%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-3.85%
STATE BANK OF INDIA EQ NEW RE. 1/-3.69%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-3.59%
KIRLOSKAR OIL ENGINES LIMITED EQ3.54%
RELIANCE INDUSTRIES LIMITED EQ3.50%
Kotak Mahindra Bank Limited2.96%
INFOSYS LIMITED EQ FV RS 52.92%
Sector allocation
Financial Services31.35%
Capital Goods9.29%
Automobile and Auto Components8.31%
Information Technology6.93%
Healthcare5.94%
Oil, Gas & Consumable Fuels5.02%
Consumer Services4.68%
Construction Materials4.64%
Construction4.40%
Fast Moving Consumer Goods4.30%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 7.7% p.a.₹10,000
10 years
Projected value
₹18,14,793
Invested: ₹12,00,000
Gained: ₹6,14,793
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, Sandeep Agarwal, 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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