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Mutual Funds

Sundaram Flexi Cap Fund

Su

Sundaram Flexi Cap Fund

Flexi CapRank #71
2/5

NAV (2026-07-14)

14.36

AUM

₹1,990.15 Cr

Exp. Ratio: 2.18%

RISK LEVEL

Very High

Returns & Performance

1 Year-3.31%4.31% vs cat avgRank #60
3 Year9.30%3.15% vs cat avgRank #42
5 Year----
Since Launch9.83%--

Fund vs Category Average

1Y
-3.31%-4.31%
3Y
9.30%-3.15%

Pros & Cons

Pros

No lock-in period

Cons

1Y returns trail category average
3Y returns below category average
Higher expense ratio (2.18%)
1Y category rank outside top 15 (#60)
Overall rank #71 in category
ISININF903JA1LB8
NAV₹14.36
NAV Date2026-07-14
AUM₹1,990.15 Cr
Expense Ratio2.18%
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.

Top Holdings

Holdings data not available for this scheme