Sundaram Flexi Cap Fund Regular Growth
Sundaram Asset Management Company Ltd
₹13.50 (+1.05%)
NAV as of 9 Oct 2026
Minimum Investment: ₹100
Return
-9.02% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 2.03%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹100
- Category
- Flexi Cap
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹965
Invested ₹1,000
▼-3.50%1 year
₹910
Invested ₹1,000
▼-9.02%3 years
₹1,062
Invested ₹1,000
▲+6.18%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | BSE 500 India TR INR |
|---|---|
| Secondary Index Name | BSE 500 India TR INR |
| Index Name | Nifty 500 TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -9.02% | +6.18% | — | — |
| Cumulative returns (%) | -9.02% | +19.71% | — | — |
Fund Manager
| Manager | Shalav Saket |
|---|---|
| Role | Manager |
| Manager Tenure | 0.59 yrs |
About Fund
| Date of Incorporation | 6 Sep 2022 |
|---|---|
| Fund House | Sundaram Asset Management Company Ltd |
| Custodian | Standard Chartered Bank |
| Registrar / Transfer Agent | Sundaram Asset Management Company Ltd |
| Address | Standard Chartered Bank,1095 Avenue of the Americas,New York, NY 10036,USA |
Top Holdings
| Company | Weightage (%) |
|---|---|
| ICICI Bank Ltd | 6.46% |
| HDFC Bank Ltd | 5.88% |
| Axis Bank Ltd | 4.44% |
| Bharti Airtel Ltd | 3.79% |
| Kirloskar Oil Engines Ltd | 3.74% |
| State Bank of India | 3.59% |
| Larsen & Toubro Ltd | 3.53% |
| Reliance Industries Ltd | 3.42% |
| Kotak Mahindra Bank Ltd | 3.40% |
| Kotak Mahindra Bank Ltd | 3.10% |
| Infosys Ltd | 2.87% |
| ITC Ltd | 2.49% |
| UltraTech Cement Ltd | 2.47% |
Investment Strategy
To generate capital appreciation by dynamically investing in a mix of equity and equity related instruments across market capitalization (i.e., large, mid and small cap stocks).
Capital appreciation over long term
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.