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sundaram flexi cap fund direct growth
Sundaram Flexi Cap Fund Direct Growth

Sundaram Flexi Cap Fund Direct Growth

  • Very High Risk
  • Equity
  • Flexi Cap
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NAV as on Jun 26, 2025
i
Price per unit of the scheme.
₹ 15.51800.75%1 Day Change
2.73%
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
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    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
    ₹ 2,055.33 Cr(As on May, 2025)
    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    If up to 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment- Nil. If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment- 1%.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 onJun 26, 2025 is ₹15.52. Its expense ratio is 0.22 %. The fund has an AUM of ₹2,055.33 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.

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    bt_logoFUND MANAGER

    Sudhir Kedia
    Sudhir Kedia
    i
    Lead Fund Manager.
    Sep 12, 2022 - Present
    • Fund Manager Rank--Out of 28
      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₹ 13,201.56 Cr
    • Highest Return In 1 Yr9.88 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Diversified Equity - Direct Plan - Growth Option
    ₹ 235.49
    2.67%
    2.72%
    Very High Risk
    ₹1,487.52Cr
    Sundaram Large Cap Fund Dir Gr
    --
    ₹ 23.08
    2.37%
    2.34%
    Very High Risk
    ₹3,396.32Cr
    Sundaram Focused Fund- Direct Plan - Growth Option
    ₹ 179.51
    3.34%
    2.95%
    Very High Risk
    ₹1,080.96Cr
    Sundaram Diversified Equity - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 235.49
    • Fund Size₹1,487.52Cr
    Fund Return2.67%
    Category Return2.72%
    Sundaram Large Cap Fund Dir Gr
    Very High Risk--
    • NAV₹ 23.08
    • Fund Size₹3,396.32Cr
    Fund Return2.37%
    Category Return2.34%
    Sundaram Focused Fund- Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 179.51
    • Fund Size₹1,080.96Cr
    Fund Return3.34%
    Category Return2.95%
    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₹ 23,982.50 Cr
    • Highest Return In 1 Yr9.88 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Medium Term Bond - Direct Plan - Growth Option
    ₹ 77.28
    -0.02%
    -0.01%
    Moderate Risk
    ₹43.10Cr
    Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
    ₹ 43.78
    0.12%
    -0.08%
    Moderate Risk
    ₹471.42Cr
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    ₹ 186.23
    1.50%
    2.18%
    High Risk
    ₹6,146.43Cr
    Sundaram Medium Term Bond - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 77.28
    • Fund Size₹43.10Cr
    Fund Return-0.02%
    Category Return-0.01%
    Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 43.78
    • Fund Size₹471.42Cr
    Fund Return0.12%
    Category Return-0.08%
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    High Risk
    • NAV₹ 186.23
    • Fund Size₹6,146.43Cr
    Fund Return1.50%
    Category Return2.18%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Rohit Seksaria
    Rohit Seksaria
    i
    Lead Fund Manager.
    Sep 12, 2022 - Present
    • Schemes managed10
    • Total AUM₹ 15,494.10 Cr
    • Highest Return In 1 Yr18.45 %
    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
    ₹ 120.22
    2.74%
    3.54%
    Very High Risk
    ₹1,547.94Cr
    Sundaram Diversified Equity - Direct Plan - Growth Option
    ₹ 235.49
    2.67%
    2.72%
    Very High Risk
    ₹1,487.52Cr
    Sundaram Equity Savings - Direct Plan - Growth Option
    ₹ 82.10
    1.57%
    0.89%
    Moderate Risk
    ₹1,049.28Cr
    Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 120.22
    • Fund Size₹1,547.94Cr
    Fund Return2.74%
    Category Return3.54%
    Sundaram Diversified Equity - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 235.49
    • Fund Size₹1,487.52Cr
    Fund Return2.67%
    Category Return2.72%
    Sundaram Equity Savings - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 82.10
    • Fund Size₹1,049.28Cr
    Fund Return1.57%
    Category Return0.89%
    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₹ 28,385.19 Cr
    • Highest Return In 1 Yr18.45 %
    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
    ₹ 95.97
    3.14%
    3.45%
    Very High Risk
    ₹6,671.01Cr
    Sundaram Large Cap Fund Dir Gr
    --
    ₹ 23.08
    2.37%
    2.34%
    Very High Risk
    ₹3,396.32Cr
    Sundaram Focused Fund- Direct Plan - Growth Option
    ₹ 179.51
    3.34%
    2.95%
    Very High Risk
    ₹1,080.96Cr
    Sundaram large and Mid Cap - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 95.97
    • Fund Size₹6,671.01Cr
    Fund Return3.14%
    Category Return3.45%
    Sundaram Large Cap Fund Dir Gr
    Very High Risk--
    • NAV₹ 23.08
    • Fund Size₹3,396.32Cr
    Fund Return2.37%
    Category Return2.34%
    Sundaram Focused Fund- Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 179.51
    • Fund Size₹1,080.96Cr
    Fund Return3.34%
    Category Return2.95%
    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₹ 6,334.10 Cr
    • Highest Return In 1 Yr18.45 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Services Direct Growth
    --
    ₹ 38.80
    4.88%
    -%
    Very High Risk
    ₹4,161.11Cr
    Sundaram Flexi Cap Fund Direct Growth
    --
    ₹ 15.52
    2.73%
    3.05%
    Very High Risk
    ₹2,055.33Cr
    Sundaram Global Brand Fund Direct Plan Growth Option
    --
    ₹ 37.11
    3.66%
    -%
    Very High Risk
    ₹117.67Cr
    Sundaram Services Direct Growth
    Very High Risk--
    • NAV₹ 38.80
    • Fund Size₹4,161.11Cr
    Fund Return4.88%
    Category Return--
    Sundaram Flexi Cap Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.52
    • Fund Size₹2,055.33Cr
    Fund Return2.73%
    Category Return3.05%
    Sundaram Global Brand Fund Direct Plan Growth Option
    Very High Risk--
    • NAV₹ 37.11
    • Fund Size₹117.67Cr
    Fund Return3.66%
    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 managed9
    • Total AUM₹ 37,446.33 Cr
    • Highest Return In 1 Yr18.45 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Mid Cap - Direct Plan - Growth Option
    ₹ 1,508.81
    3.32%
    4.13%
    Very High Risk
    ₹12,344.49Cr
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    ₹ 186.23
    1.50%
    2.18%
    High Risk
    ₹6,146.43Cr
    Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option
    ₹ 32.73
    -0.33%
    0.07%
    Moderately High risk
    ₹27.30Cr
    Sundaram Mid Cap - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 1,508.81
    • Fund Size₹12,344.49Cr
    Fund Return3.32%
    Category Return4.13%
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    High Risk
    • NAV₹ 186.23
    • Fund Size₹6,146.43Cr
    Fund Return1.50%
    Category Return2.18%
    Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option
    Moderately High risk
    • NAV₹ 32.73
    • Fund Size₹27.30Cr
    Fund Return-0.33%
    Category Return0.07%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on May, 2025
    EQUITY (96.74%)
    DEBT (-%)
    CASH (3.26%)
    Allocation by Market Cap
    Large Cap(69.89%)
    Mid Cap(13.65%)
    Small Cap(13.20%)
    Industry Holdings
    • Banks Regional28.45%
    • Information Technology Services6.53%
    • Auto Manufacturers6.09%
    • Oil Gas Refining Marketing5.43%
    • Drug Manufacturers Specialty Generic4.95%
    • Engineering Construction4.47%
    Stock Holdings
    • HDFC Bank Ltd9.42%
    • ICICI Bank Ltd8.10%
    • Reliance Industries Ltd4.71%
    • Larsen & Toubro Ltd3.40%
    • Infosys Ltd3.17%
    • State Bank of India3.15%

    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.
      --
      This Fund
      VS
      1.24
      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.
      --
      This Fund
      VS
      87.83
      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.
      --
      This Fund
      VS
      0.93
      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.
      --
      This Fund
      VS
      0.83
      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.
      --
      This Fund
      VS
      1.39
      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.
      --
      This Fund
      VS
      14.52
      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 ₹ 70,114.37 crores. It’s current offering of mutual fund schemes includes 32 equity, 10 debt and 5 hybrid schemes.
    phone icon
    Phone
    +91 44 28583362/3367
    mail icon
    Email
    rahulm@sundarammutual.com
    aum
    AUM
    ₹ 70,114.37 Cr (
    As on May 31, 2025
    )
    location
    Address
    Sundaram Towers, Chennai,600 014

    bt_logoFAQ's

    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 Jun 26, 2025 is ₹15.52
    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 2.73%, 3 months is 9.98%, 6 months is 4.68%, and 1 year is 9.33%
    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 -- 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 2,055.33 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 96.74% in Equity and 3.26% in Cash & Money Market Securities

    bt_logoCALCULATORS

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