Sundaram Flexi Cap Fund
Sundaram Flexi Cap Fund is a flexi cap fund of Sundaram Asset Management Company Ltd with ₹1,831 cr under management. It is ahead of its benchmark (Nifty 500 TRI) in 0 of 2 periods. Its direct plan charges 0.86% a year.
Has Sundaram Flexi Cap Fund beaten its benchmark?
Ahead of its benchmark, Nifty 500 TRI, in 0 of 2 periods in AMFI's figures; −7.27% over the last year against −4.30%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −2.93% | −3.60% | — |
| 3 months | −5.44% | −5.03% | — |
| 6 months | −4.45% | −1.83% | — |
| 1 year | −7.07% | −4.06% | −3.01 pts |
| 3 years | +7.60% | +9.27% | −1.67 pts |
| 5 years | — | +8.00% | — |
| 10 years | — | +12.69% | — |
| Since start from 7 Sep 2022 | +9.38% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | −7.27% | −8.50% | −4.30% | −2.97 | 🔒 |
| 3y | +7.64% | +6.15% | +9.33% | −1.69 | 🔒 |
| 5y | — | — | — | — | — |
| 10y | — | — | — | — | — |
Value of 100, month-end
Sep 2022 to 14 Oct 2026₹100 put in at the start of Sep 2022 would be ₹149 on 14 Oct 2026, against ₹154 in the Nifty 500 TRI.
What does Sundaram Flexi Cap Fund cost?
0.86% a year on the direct plan, 2.17% on the regular plan; 13 of 46 funds in its category charge less.
Who manages Sundaram Flexi Cap Fund?
What does Sundaram Flexi Cap Fund hold?
55 holdings as of None; the ten largest are 41.1% of the fund, the largest ICICI Bank Ltd at 6.5%.
Mix
Holdings as of NoneFive largest industries
% of fundBy company size
% of equity · SEBI size listsHow does Sundaram Flexi Cap Fund score against its category?
Seven scores against funds of its kind, and the warning signs it trips.
Are the companies inside any good?
The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.
How is Sundaram Flexi Cap Fund run?
Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.
Which funds hold much the same?
The index it is nearest and the funds whose holdings overlap most.
Funds that hold much the same
% of holdings in commonHow much is in its sponsor's own group?
Holdings in companies of the fund house's sponsor group, beside the index.
Questions people ask
What is the expense ratio of Sundaram Flexi Cap Fund?
0.86% a year on the direct plan and 2.17% on the regular plan (expense report, Oct 2026).
How has Sundaram Flexi Cap Fund done?
Its direct plan returned +7.64% a year over 3 years against +9.33% for its benchmark, Nifty 500 TRI, as of 13 Oct 2026.
See Sundaram Flexi Cap Fund beside your own funds in Valarth
