Investment Objective and Approach

Sundaram Flexi Cap Fund aims 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 fund follows a flexible investment approach, investing across large, mid, and small-cap stocks, adjusting based on market conditions for optimal growth.

The fund maintains diversification across multiple sectors, with significant allocations to:

- Financial Services (33.18%), Industrial (10.98%), Consumer Cyclical (10.54%) as on April 2025

Top holdings include established companies like HDFC Bank Ltd(9.53%), ICICI Bank Ltd(8.16%), Reliance Industries Ltd(4.76%), Larsen & Toubro Ltd(3.15%), State Bank of India(3.12%) as on April 2025.

The fund performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.

Fund Managers

The fund is managed by a team of experienced professionals:

- Dwijendra Srivastava - Fund Manager since 1 July 2024

- Sudhir Kedia - Co-manager with extensive market experience

- S. Bharath - Contributing to the fund management team

The fund is managed by Dwijendra Srivastava, Sudhir Kedia, S. Bharath, bringing combined expertise in equity research and portfolio management across different market capitalizations.

About the Fund House (AMC)

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL). Established in 1996, Sundaram Mutual Fund operates as a wholly-owned subsidiary of Sundaram Finance Limited (SFL), one of India's oldest Non-Banking Financial Companies (NBFCs).

The AMC has built a strong track record in fund management:

- Sundaram Asset Management Company manages total assets under management (AUM) amounting to approximately Rs. 51237 crores as of December 2023

- Established presence in the Indian mutual fund industry for over two decades

- Known for disciplined investment approach and risk management

The fund house focuses on providing diverse investment solutions across equity, debt, and hybrid categories, catering to different investor risk profiles and financial goals.

Should I Invest in Sundaram Flexi Cap Fund?

Sundaram Flexi Cap Fund may be suitable for investors looking for:

Performance Track Record:

- Sundaram Flexi Cap Fund Direct Growth has given a CAGR return of 16.12% since inception

- Over the last 1 year the fund has given a CAGR return of 11.83%

- The fund has outperformed the benchmark (Nifty 500) over 1Y, but underperformed over 3Y, 5Y

Key Fund Metrics:

- AUM: ₹2055.33 Cr as of 7th July 2025

- Expense Ratio: 0.64 as of 7th July 2025 (Direct Plan)

- Risk Rating: Very High risk

- Minimum Investment: ₹100 for both SIP and lumpsum

Ideal For:

- Long-term wealth creation goals (5+ years)

- Investors comfortable with equity market volatility

- Those seeking exposure across all market capitalizations

- Investors looking for professional fund management with flexibility to move across market caps

Risk Considerations:

- High volatility due to equity exposure

- Market risk and sector concentration risk

- Exit Load: 1% will be charged for redemption within 365 days for units in excess of 25% of the investment

FAQs

What is today's NAV of Sundaram Flexi Cap Fund?

Latest NAV for Sundaram Flexi Cap Fund is at ₹ 15.57. NAV changes daily based on market movements and is updated after market hours.

What is the AUM of Sundaram Flexi Cap Fund?

The AUM (assets under management) of Sundaram Flexi Cap Fund is ₹2055.33 Cr as of 7th July 2025. This represents the total market value of all investments held by the fund.

What is the expense ratio of Sundaram Flexi Cap Fund?

The expense ratio of Sundaram Flexi Cap Fund Plan is 0.64 as of 7th July 2025. This is the annual fee charged for managing the fund and is relatively competitive in the flexi cap category.

What are the returns of Sundaram Flexi Cap Fund since inception?

Sundaram Flexi Cap Fund Direct Growth has given a CAGR return of 16.12% since inception. This fund was started on 6 September, 2022, making it a relatively new fund with a strong initial performance track record.

What is the minimum SIP amount to invest in Sundaram Flexi Cap Fund?

The minimum SIP amount of Sundaram Flexi Cap Fund is ₹100. This low minimum makes it accessible to investors starting their investment journey.

How do I invest in Sundaram Flexi Cap Fund?

You can invest in Sundaram Flexi Cap Fund through Allvest platform. Simply create an account, complete your KYC, search for the fund, and choose between SIP or lumpsum investment options.

How to start a SIP in Sundaram Flexi Cap Fund?

Through Allvest, you can start a SIP by selecting the fund, choosing your monthly investment amount (minimum ₹100), selecting your preferred SIP date, and setting up auto-debit from your bank account.

How do I automate an SIP in Sundaram Flexi Cap Fund?

Once you set up a SIP through Allvest, it automatically gets activated. Auto-Invest feature allows you to set up automatic investments at regular intervals, ensuring consistent contributions without manual intervention.

How can I withdraw/redeem my investment in Sundaram Flexi Cap Fund?

You can redeem your investment through Allvest by accessing your portfolio, selecting the fund, choosing the redemption amount or units, and confirming the transaction. Remember the exit load applies for early redemption within one year.