Business Today
Subscribe
Fuel PricesPMS TodayUS NewsIndiaWeatherBT ShortsNRIEducationElection
EY Business Today Hidden Gems 2026BT MindrushBT India 100
Search
Advertisement
Business News
mutual funds
sundaram flexi cap fund direct growth
Sundaram Flexi Cap Fund Direct Growth

Sundaram Flexi Cap Fund Direct Growth

  • Very High Risk
  • Equity
  • Flexi Cap
Share
  • Whatsapp
  • Twitter
  • Facebook
NAV as on Mar 25, 2026
i
Price per unit of the scheme.
₹ 14.42961.78%1 Day Change
-8.67%
Minimum Investment₹100
Expense Ratio0.22%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Sundaram Flexi Cap Fund Direct Growth
VS
Equity: Flexi Cap Average NAV
    Topper in Equity: Flexi Cap
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
    Share
    • Whatsapp
    • Twitter
    • Facebook

    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Sundaram Flexi Cap Fund Direct Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    IISL Nifty 500 TR INR
    Expense Ratio
    0.22%
    Category Avg Expense Ratio
    0.77%
    Minimum Investment (Lumpsum/SIP)
    ₹ 100 /₹ 100
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 2,050.72 Cr(As on Jan, 2026)
    Inception Date
    Sep 06, 2022
    Turnover
    49.00 %
    Exit Load
    If up to 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment- Nil. If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment- 1%. For redemption or transfer by way of STP or withdrawal by way of SWP after 365 days from the date of allotment- Nil .

    bt_logoABOUT THE FUND

    Objective: 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).

    Sundaram Flexi Cap Fund Direct Growth is an Equity - Flexi Cap fund. The fund was launched inSep 06, 2022. Its risk level is . The NAV of the fund as onMar 25, 2026 is ₹14.43. Its expense ratio is 0.22 %. The fund has an AUM of ₹2,050.72 Cr.The fund is managed byDwijendra Srivastava,Sudhir Kedia,Rohit Seksaria,Ravi Gopalakrishnan,Pathanjali Srinivasan,S. Bharath.
    The minimum initial investment is  ₹100 in Lumpsum mode.

    SUBSCRIBE TO
    BUSINESS TODAY MAGAZINE
    Subscribe Now
    Already a subscriber?Login

    bt_logoFUND MANAGER

    Sudhir Kedia
    Sudhir Kedia
    i
    Lead Fund Manager.
    Sep 12, 2022 - Present
    • Fund Manager Rank29Out of 33
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed7
    • Total AUM₹ 13,104.04 Cr
    • Highest Return In 1 Yr3.75 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Diversified Equity - Direct Plan - Growth Option
    ₹ 216.24
    -9.28%
    -7.94%
    Very High Risk
    ₹1,389.10Cr
    Sundaram Large Cap Fund Dir Gr
    --
    ₹ 21.42
    -7.62%
    -8.61%
    Very High Risk
    ₹3,267.54Cr
    Sundaram Focused Fund- Direct Plan - Growth Option
    ₹ 164.62
    -7.73%
    -8.40%
    Very High Risk
    ₹1,055.78Cr
    Sundaram Diversified Equity - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 216.24
    • Fund Size₹1,389.10Cr
    Fund Return-9.28%
    Category Return-7.94%
    Sundaram Large Cap Fund Dir Gr
    Very High Risk--
    • NAV₹ 21.42
    • Fund Size₹3,267.54Cr
    Fund Return-7.62%
    Category Return-8.61%
    Sundaram Focused Fund- Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 164.62
    • Fund Size₹1,055.78Cr
    Fund Return-7.73%
    Category Return-8.40%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Dwijendra Srivastava
    Dwijendra Srivastava
    i
    Lead Fund Manager.
    Sep 12, 2022 - Present
    • Schemes managed15
    • Total AUM₹ 26,197.44 Cr
    • Highest Return In 1 Yr7.07 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Medium Term Bond - Direct Plan - Growth Option
    ₹ 78.96
    -0.38%
    -0.35%
    Moderate Risk
    ₹35.08Cr
    Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
    ₹ 45.12
    -0.27%
    -0.44%
    Moderate Risk
    ₹370.97Cr
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    ₹ 175.73
    -6.55%
    -6.31%
    High Risk
    ₹7,933.61Cr
    Sundaram Medium Term Bond - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 78.96
    • Fund Size₹35.08Cr
    Fund Return-0.38%
    Category Return-0.35%
    Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 45.12
    • Fund Size₹370.97Cr
    Fund Return-0.27%
    Category Return-0.44%
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    High Risk
    • NAV₹ 175.73
    • Fund Size₹7,933.61Cr
    Fund Return-6.55%
    Category Return-6.31%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Rohit Seksaria
    Rohit Seksaria
    i
    Lead Fund Manager.
    Sep 12, 2022 - Present
    • Schemes managed11
    • Total AUM₹ 17,721.80 Cr
    • Highest Return In 1 Yr18.64 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
    ₹ 113.23
    -11.09%
    -11.20%
    Very High Risk
    ₹1,675.68Cr
    Sundaram Diversified Equity - Direct Plan - Growth Option
    ₹ 216.24
    -9.28%
    -7.94%
    Very High Risk
    ₹1,389.10Cr
    Sundaram Equity Savings - Direct Plan - Growth Option
    ₹ 80.86
    -3.71%
    -2.43%
    Moderate Risk
    ₹1,195.20Cr
    Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 113.23
    • Fund Size₹1,675.68Cr
    Fund Return-11.09%
    Category Return-11.20%
    Sundaram Diversified Equity - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 216.24
    • Fund Size₹1,389.10Cr
    Fund Return-9.28%
    Category Return-7.94%
    Sundaram Equity Savings - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 80.86
    • Fund Size₹1,195.20Cr
    Fund Return-3.71%
    Category Return-2.43%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Ravi Gopalakrishnan
    Ravi Gopalakrishnan
    i
    Lead Fund Manager.
    Sep 12, 2022 - Present
    • Schemes managed8
    • Total AUM₹ 30,705.87 Cr
    • Highest Return In 1 Yr5.15 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram large and Mid Cap - Direct Plan - Growth Option
    ₹ 90.69
    -8.68%
    -7.67%
    Very High Risk
    ₹6,735.29Cr
    Sundaram Large Cap Fund Dir Gr
    --
    ₹ 21.42
    -7.62%
    -8.61%
    Very High Risk
    ₹3,267.54Cr
    Sundaram Focused Fund- Direct Plan - Growth Option
    ₹ 164.62
    -7.73%
    -8.40%
    Very High Risk
    ₹1,055.78Cr
    Sundaram large and Mid Cap - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 90.69
    • Fund Size₹6,735.29Cr
    Fund Return-8.68%
    Category Return-7.67%
    Sundaram Large Cap Fund Dir Gr
    Very High Risk--
    • NAV₹ 21.42
    • Fund Size₹3,267.54Cr
    Fund Return-7.62%
    Category Return-8.61%
    Sundaram Focused Fund- Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 164.62
    • Fund Size₹1,055.78Cr
    Fund Return-7.73%
    Category Return-8.40%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Pathanjali Srinivasan
    Pathanjali Srinivasan
    i
    Lead Fund Manager.
    Jul 1, 2024 - Present
    • Schemes managed3
    • Total AUM₹ 6,882.65 Cr
    • Highest Return In 1 Yr18.64 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Services Direct Growth
    --
    ₹ 34.55
    -9.68%
    -%
    Very High Risk
    ₹4,672.48Cr
    Sundaram Flexi Cap Fund Direct Growth
    --
    ₹ 14.43
    -8.67%
    -8.22%
    Very High Risk
    ₹2,050.72Cr
    Sundaram Global Brand Fund Direct Plan Growth Option
    --
    ₹ 42.12
    -3.92%
    -%
    Very High Risk
    ₹159.45Cr
    Sundaram Services Direct Growth
    Very High Risk--
    • NAV₹ 34.55
    • Fund Size₹4,672.48Cr
    Fund Return-9.68%
    Category Return--
    Sundaram Flexi Cap Fund Direct Growth
    Very High Risk--
    • NAV₹ 14.43
    • Fund Size₹2,050.72Cr
    Fund Return-8.67%
    Category Return-8.22%
    Sundaram Global Brand Fund Direct Plan Growth Option
    Very High Risk--
    • NAV₹ 42.12
    • Fund Size₹159.45Cr
    Fund Return-3.92%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    S. Bharath
    S. Bharath
    i
    Lead Fund Manager.
    Jul 1, 2024 - Present
    • Schemes managed10
    • Total AUM₹ 43,155.38 Cr
    • Highest Return In 1 Yr7.98 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Mid Cap - Direct Plan - Growth Option
    ₹ 1,454.03
    -7.32%
    -6.95%
    Very High Risk
    ₹12,917.24Cr
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    ₹ 175.73
    -6.55%
    -6.31%
    High Risk
    ₹7,933.61Cr
    Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option
    ₹ 32.23
    -2.14%
    -2.20%
    Moderately High risk
    ₹19.77Cr
    Sundaram Mid Cap - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 1,454.03
    • Fund Size₹12,917.24Cr
    Fund Return-7.32%
    Category Return-6.95%
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    High Risk
    • NAV₹ 175.73
    • Fund Size₹7,933.61Cr
    Fund Return-6.55%
    Category Return-6.31%
    Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option
    Moderately High risk
    • NAV₹ 32.23
    • Fund Size₹19.77Cr
    Fund Return-2.14%
    Category Return-2.20%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Feb, 2026
    EQUITY (97.33%)
    DEBT (-%)
    CASH (2.67%)
    Allocation by Market Cap
    Large Cap(70.26%)
    Mid Cap(8.96%)
    Small Cap(18.11%)
    Industry Holdings
    • Banks Regional29.57%
    • Information Technology Services8.14%
    • Auto Manufacturers5.94%
    • Building Materials5.10%
    • Diversified Industrials4.85%
    • Oil Gas Refining Marketing4.42%
    Stock Holdings
    • HDFC Bank Ltd7.40%
    • ICICI Bank Ltd6.01%
    • Axis Bank Ltd4.47%
    • Reliance Industries Ltd4.30%
    • State Bank of India4.09%
    • Bharti Airtel Ltd4.05%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      0.87
      This Fund
      VS
      0.41
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      92.84
      This Fund
      VS
      87.22
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.87
      This Fund
      VS
      0.96
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.90
      This Fund
      VS
      0.84
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      1.48
      This Fund
      VS
      1.40
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      11.40
      This Fund
      VS
      13.07
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Sundaram Asset Management Company Ltd
    Sundaram Asset Management Company Ltd manages assets worth ₹ 74,950.16 crores. It’s current offering of mutual fund schemes includes 33 equity, 10 debt and 6 hybrid schemes.
    phone icon
    Phone
    +91 44 28583362/3367
    mail icon
    Email
    rahulm@sundarammutual.com
    aum
    AUM
    ₹ 74,950.16 Cr (
    As on Feb 28, 2026
    )
    location
    Address
    Sundaram Towers, Chennai,600 014

    bt_logoFAQs

    What is the category of Sundaram Flexi Cap Fund Direct Growth ?
    The category of Sundaram Flexi Cap Fund Direct Growth is Equity - Flexi Cap
    What is the current NAV of Sundaram Flexi Cap Fund Direct Growth ?
    The current NAV of Sundaram Flexi Cap Fund Direct Growth as on Mar 25, 2026 is ₹14.43
    How safe is Sundaram Flexi Cap Fund Direct Growth ?
    The risk level of Sundaram Flexi Cap Fund Direct Growth is Very High.
    What are short term returns given by Sundaram Flexi Cap Fund Direct Growth ?
    The return given by Sundaram Flexi Cap Fund Direct Growth in 1 month is -8.67%, 3 months is -10.23%, 6 months is -6.96%, and 1 year is 1.36%
    What are the long term returns given by Sundaram Flexi Cap Fund Direct Growth ?
    The return given by Sundaram Flexi Cap Fund Direct Growth in 3 years is 15.06% and 5 years is --.
    What is the expense ratio of Sundaram Flexi Cap Fund Direct Growth ?
    The expense ratio of Sundaram Flexi Cap Fund Direct Growth is 0.22%
    What is the AUM of Sundaram Flexi Cap Fund Direct Growth ?
    The assets under Management (AUM) of Sundaram Flexi Cap Fund Direct Growth is Rs 2,050.72 crores.
    What is the minimum investment in Sundaram Flexi Cap Fund Direct Growth ?
    The minimum Lumpsum investment in Sundaram Flexi Cap Fund Direct Growth is ₹100.00 and the minimum SIP investment in Sundaram Flexi Cap Fund Direct Growth is ₹100.00
    What is the asset allocation of Sundaram Flexi Cap Fund Direct Growth?
    Sundaram Flexi Cap Fund Direct Growth has an exposure of 97.33% in Equity and 2.67% in Cash & Money Market Securities

    bt_logoCALCULATORS

    calculatorIncome Tax Calculatorsip calculatorSIP Calculatorfd calculatorFD Calculatordividend yield calculatorDividend Yield Calculatorlump sum calculatorLump-Sum Calculatorcagr calculator CAGR Calculatortop up sip calculatorTop-Up Calculatorlatter factor calculatorLatte Factor Calculator

    bt_logoTop Stories