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Sundaram Flexi Cap Fund
Flexi CapRank #73
2/5
NAV (2026-09-07)
₹14.27
AUM
₹1,998.79 Cr
Exp. Ratio: 2.17%
RISK LEVEL
Very High
Returns & Performance
1 Year-3.07%7.30% vs cat avgRank #65
3 Year7.81%3.23% vs cat avgRank #49
5 Year----
Since Launch9.28%6.05% vs cat avg
Fund vs Category Average
1Y
-3.07%-7.30%
3Y
7.81%-3.23%
Pros & Cons
Pros
✔No lock-in period
Cons
✖1Y returns trail category average
✖3Y returns below category average
✖Higher expense ratio (2.17%)
✖1Y category rank outside top 15 (#65)
✖Overall rank #73 in category
✖Returns since launch below category avg
ISININF903JA1LB8
NAV₹14.27
NAV Date2026-09-07
AUM₹1,998.79 Cr
Expense Ratio2.17%
RiskVery High
Rating2 / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹100
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1996-02-26
INVESTMENT OBJECTIVE
The scheme seeks to generate capital appreciation by dynamically investing in a mix of equity and equity related instruments across market capitalization.
Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Sandeep Agarwal
Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Sundaram Flexi Cap Fund is ₹14.27 as of 2026-09-07.
Sundaram Flexi Cap Fund is classified as a Flexi Cap fund.
The Assets Under Management (AUM) of Sundaram Flexi Cap Fund is ₹1,998.79 Cr.
The expense ratio of Sundaram Flexi Cap Fund is 2.17%.
Sundaram Flexi Cap Fund is managed by Sandeep Agarwal.
The minimum SIP investment for Sundaram Flexi Cap Fund is ₹100.
The exit load for Sundaram Flexi Cap Fund is 1%.
As per the SEBI Riskometer, Sundaram Flexi Cap Fund carries a Very High risk level.
Sundaram Flexi Cap Fund has delivered -3.07% (1Y), 7.81% (3Y) and 0% (5Y) annualised returns as of 2026-09-07.
Sundaram Flexi Cap Fund was launched on 1996-02-26.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
