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Sundaram Mutual Fund

Sundaram Flexicap Fund

Sundaram Mutual Fund · Direct plan · Growth

3-year returns
8.2%
a year
NAV
₹14.92
▲ 0.76% · 18 Sept 2026
Fund size
₹1,963 Cr
Expense ratio
0.62%
a year
Minimum SIP
₹100

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹14.04 and has returned 6.69% a year over 3 years.

Returns, and where it stands

Against the average flexi cap fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year-5.8%1.2%behind38 of 41
3 years8.2%12.2%behind33 of 37
Every period, and the Regular plan →
PeriodDirectRegular
1 month-3.2%-3.3%
3 months-1.6%-2%
6 months1.5%0.8%
1 year-5.8%-7.1%
2 yearsp.a.-1.7%-3%
3 yearsp.a.8.2%6.7%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2022.

Plan

NAV history

▼ 5.81% in the last 1Y

13.815.016.218 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹7,520
XIRR (per year)
2.68%
Value today
₹1,87,520

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
13.2% a year
1.2% less than the category average — the steadier side
Worst fall so far
−15.7%
Sept 2024 to Mar 2025.
Years that made money
87.9%
Of every one-year stretch it has been through.
Over any three years
7.4% to 17.9%
A year, at worst and at best. Typically 14.3%.

Fund details

Minimum lumpsum
₹100
Minimum top-up
₹100
Lock-in
None
Plan started
6 Sept 2022
Portfolio turnover
0.40x
Expense ratio
0.62%
as of 31 Jul 2026

Managed by S. Bharath, Sandeep Agarwal, Shalav Saket

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Sundaram Flexicap Fund against other funds in the Flexi Cap Fund category
Fund1Y3Y5YExpenseFund size
Bank of India Flexi Cap Fund10.17%18.96%16.57%0.49%₹2,953 Cr
ITI Flexi Cap Fund10.83%18.55%0.99%₹1,588 Cr
Motilal Oswal Flexi Cap Fund-0.84%17.76%12.77%1.41%₹14,160 Cr
Invesco India Flexi Cap Fund0%17.5%0.52%₹5,709 Cr
360 ONE Flexicap Fund8.08%17.2%0.6%₹2,250 Cr
Bajaj Finserv Flexi Cap Fund4.3%16.88%0.99%₹8,655 Cr
Sundaram Flexicap Fund-5.81%8.21%0.62%₹1,963 Cr

About Sundaram Flexicap Fund

Sundaram Flexicap Fund is a flexi cap fund managed by Sundaram Mutual Fund. Invest at least 65% in equity, with the fund manager free to move between large, mid and small caps as they see fit.

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).

The scheme's stated objective, as published by Sundaram Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGROWTH₹14.9163150571
DirectIDCW (Income Distribution CUM Capital Withdrawal)₹12.3425150572
DirectIDCW (Income Distribution CUM Capital Withdrawal)₹12.3425150573
RegularGROWTH₹14.037150568
RegularIDCW (Income Distribution CUM Capital Withdrawal)₹11.6051150569
RegularIDCW (Income Distribution CUM Capital Withdrawal)₹11.6051150570

Frequently asked questions

What is the NAV of Sundaram Flexicap Fund today?

The NAV of Sundaram Flexicap Fund (Direct plan, Growth) is ₹14.9163 and the Regular plan NAV is ₹14.037, as of 18 Sept 2026.

What returns has Sundaram Flexicap Fund given?

Over the last year the Direct plan returned -5.81%, and 8.21% a year over 3 years. That places it 33 of 37 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of Sundaram Flexicap Fund?

The Direct plan charges 0.62% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in Sundaram Flexicap Fund?

You can start a monthly SIP with ₹100, or invest a lump sum of ₹100 or more.

How much has Sundaram Flexicap Fund fallen in the past?

Its deepest fall was 15.7% from 26 Sept 2024 to 3 Mar 2025. Of every one-year stretch in its history, 88% ended in a gain.

Which category does Sundaram Flexicap Fund belong to?

It is a Flexi Cap Fund from Sundaram Mutual Fund. Invest at least 65% in equity, with the fund manager free to move between large, mid and small caps as they see fit.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Sundaram Flexicap Fund taxed?

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.