SEBI Reg. Investment Advisor

Download App
Help Center Pricing
Money Works 4 Me Logo MoneyWorks4Me
Login Get Free Account
Sign Up

MoneyWorks4Me

Log In Sign Up Schedule Free 15‑min Call
Login Get Free Account
Sign Up

FAQ : Sundaram Flexi Cap Fund - Regular Plan - Growth

Sundaram Flexi Cap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 13.38 15.48 N/A N/A
Average Rolling Returns(%) 16.82 14.04 N/A N/A

The Current NAV of Sundaram Flexi Cap Fund - Regular Plan - Growth is ₹14.17.

It is better to invest in a fund with a longer track record as Sundaram Flexi Cap Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns likely to be fairly different than its benchmark NIFTY 500 , as Funds portfolio is somewhat different.

Sundaram Flexi Cap Fund - Regular Plan - Growth fund’s expense ratio is 2.04%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Sundaram Flexi Cap Fund - Regular Plan - Growth is currently ₹2,059 Crores.

The Top three stocks are HDFC Bank, ICICI Bank and Axis Bank and account for 18% of its portfolio. Top 5 and 10 stocks of fund account for 26% and 43% of fund’s portfolio respectively.

Top three sectors of Sundaram Flexi Cap Fund - Regular Plan - Growth fund are BFSI, Construction & Infrastructure and IT accounting for 51% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Flexi Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Sundaram Flexi Cap Fund - Regular Plan - Growth Fund is Equity - Flexi Cap Fund.

S. Bharath and Dwijendra Srivastava manage the Sundaram Flexi Cap Fund - Regular Plan - Growth Fund.

Sundaram Flexi Cap Fund - Regular Plan - Growth current PE ratio is 31.45 and PB ratio is 4.78

The asset allocation of Sundaram Flexi Cap Fund - Regular Plan - Growth is Stocks : 97.36%, Debt : 2.67% and Gold : 0%

The minimum SIP amount for Sundaram Flexi Cap Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Sundaram Flexi Cap Fund - Regular Plan - Growth is Nil upto 25% of units and 1% for remaining units on or before 365 days, Nil after 365 days

2026 ©The Alchemists Ark Pvt. Ltd. All rights reserved. MoneyWorks4Me® is a registered trademark of The Alchemists Ark Pvt. Ltd.

About MoneyWorks4Me

MoneyWorks4Me is a SEBI-registered Investment Adviser (IA) dedicated to helping investors build long-term wealth through transparent, research-driven, conflict-free guidance. Founded in 2008, we started our journey as a Research Analyst (RA), providing deep fundamental analysis, intrinsic value insights, and long-term investing frameworks for Indian equities. In 2017, we transitioned to a full-fledged SEBI-registered Investment Adviser, strengthening our commitment to acting as a fiduciary—always putting the investor’s interest first.

Our Vision

To become India’s most trusted, research-powered fiduciary advisory platform—where every investor, regardless of experience, can make calm, confident, and well-reasoned investment decisions.

What Makes MoneyWorks4Me Different

Our Approach: Ensuring compounding work its magic on client portfolio.

MoneyWorks4Me ensures this through:

×