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Sundaram Mutual Fund

Sundaram Flexicap Fund

Sundaram Mutual Fund · Direct plan · Growth

  • Equity
  • Flexi Cap Fund
  • Very High Risk
  • Rank 32 of 36 over 3 years
3-year returns
10.3%
a year
NAV
₹15.51
▼ 0.47% · 13 Nov 2026
Fund size
₹1,837 Cr
Expense ratio
0.87%
a year
Minimum SIP
₹100

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹14.57 and has returned 8.81% 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-2.7%4.6%behind42 of 42
3 years10.3%14.1%behind32 of 36
Every period, and the Regular plan →
PeriodDirectRegular
1 month7.1%7%
3 months0.1%-0.2%
6 months5.3%4.6%
1 year-2.7%-4%
2 yearsp.a.3.8%2.4%
3 yearsp.a.10.3%8.8%

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

▼ 2.74% in the last 1Y

13.815.016.213 Nov 202515 May 202613 Nov 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
₹13,026
XIRR (per year)
4.6%
Value today
₹1,93,026

36 monthly instalments from 17 Nov 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
13.4% a year
1.1% less than the category average — the steadier side
Worst fall so far
−15.7%
Sept 2024 to Mar 2025.
Years that made money
83.8%
Of every one-year stretch it has been through.
Over any three years
7% to 17.9%
A year, at worst and at best. Typically 13.5%.

Fund details

Minimum lumpsum
₹100
Minimum top-up
₹100
Lock-in
None
Plan started
6 Sept 2022
Portfolio turnover
0.34x
Expense ratio
0.87%
as of 30 Sept 2026

Managed by S. Bharath, Sandeep Agarwal, Shalav Saket

Direct plan figures, last checked on 7 Nov 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
ITI Flexi Cap Fund15.91%19.82%–0.91%₹1,588 Cr
Bank of India Flexi Cap Fund11.34%18.69%16.05%0.85%₹3,098 Cr
360 ONE Flexicap Fund10.5%18.61%–0.92%₹2,246 Cr
Motilal Oswal Flexi Cap Fund5.92%18.42%13.81%1.22%₹13,446 Cr
Invesco India Flexi Cap Fund7.6%18.36%–0.78%₹5,437 Cr
HDFC Flexi Cap Fund4.38%17.72%16.7%0.77%₹1,08,547 Cr
Sundaram Flexicap Fund-2.74%10.33%–0.87%₹1,837 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₹15.5124150571
DirectIDCW (Income Distribution CUM Capital Withdrawal)₹12.8358150572
DirectIDCW (Income Distribution CUM Capital Withdrawal)₹12.8358150573
RegularGROWTH₹14.5688150568
RegularIDCW (Income Distribution CUM Capital Withdrawal)₹12.0447150569
RegularIDCW (Income Distribution CUM Capital Withdrawal)₹12.0447150570

Frequently asked questions

What is the NAV of Sundaram Flexicap Fund today?

The NAV of Sundaram Flexicap Fund (Direct plan, Growth) is ₹15.5124 and the Regular plan NAV is ₹14.5688, as of 13 Nov 2026.

What returns has Sundaram Flexicap Fund given?

Over the last year the Direct plan returned -2.74%, and 10.33% a year over 3 years. That places it 32 of 36 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 0.87% a year, as disclosed on 30 Sept 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, 84% 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.