Sundaram Flexi Cap Reg-G

Fund Category: Flexi Cap

Fund Category Flexi Cap

Very High Equity G

0 Morning Star

3 Value Research

NAV( 27 Jan 2026)

₹ 14.6

-4.14%

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Sundaram Flexi Cap Reg-G

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Performance

14.47%3y Returns

0.27% 1D Returns

Investment details

Min SIP amount

₹ 100
Min Lumpsum

₹ 100
Lock In

0
Expense ratio

2.03%
Exit load

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

L After 365 days

Fund details

View Fund Documents

Fund size

₹ 2,128 Cr
Plan

REGULAR
Launch date

16 Aug 2022
Fund type

OPEN
Fund benchmark

NIFTY 500 Total Return Index
ISIN

INF903JA1LB8

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
Indegene Ltd	0.99%
Tata Motors Ltd	0.88%
Whirlpool Of India Ltd	0.98%
Axis Bank Ltd	3.97%
Affle 3I Ltd	1.02%
Bharti Airtel Ltd	4.39%
Torrent Power Ltd	0.95%
Jubilant FoodWorks Ltd	1.08%
Kotak Mahindra Bank Ltd	3.1%
Swiggy Ltd	1.36%
United Spirits Ltd	1.36%
Reliance Industries Ltd	5.03%
Ultratech Cement Ltd	2.33%
Interglobe Aviation Ltd	1.03%
Metropolis Healthcare Ltd	1.36%
GE Vernova T&D India Ltd	0.72%
Kwality Walls India Ltd	0.02%
Union Bank of India	1.54%
UPL Ltd	1.04%
Alkem Laboratories Ltd	1.37%
Amara Raja Energy & Mobility Ltd	0.95%
Ambuja Cements Ltd	1.35%
Repo	1.82%
Devyani International Ltd	1.35%
Sun Pharmaceutical Industries Ltd	1.63%
Varun Beverages Ltd	1.27%
LTIMindtree Ltd	0.76%
Tech Mahindra Ltd	1.26%
Delhivery Ltd	1.19%
Tata Consultancy Services Ltd	1.54%
Kirloskar Oil Engines Ltd	1.71%
State Bank of India	3.67%
Cash/Net Current Assets	0.46%
Tata Consumer Products Ltd	1.08%
Eternal Ltd	1.35%
ITC Ltd	2.49%
HDFC Bank Ltd	8.77%
Cipla Ltd	1.82%
Infosys Ltd	4.05%
GAIL (India) Ltd	1.21%
NTPC Ltd	1.49%
Indusind Bank Ltd	1.49%
JK Lakshmi Cement Ltd	0.5%
Hindustan Unilever Ltd	0.87%
Force Motors Ltd	2.03%
Emami Ltd	1.27%
Cholamandalam Investment & Finance Company Ltd	0.98%
Hindustan Aeronautics Ltd	1.0%
Deepak Nitrite Ltd	0.85%
Cummins India Ltd	1.31%
ICICI Bank Ltd	5.93%
HCL Technologies Ltd	1.53%
Larsen & Toubro Ltd	3.65%
Praj Industries Ltd	0.6%
Mahindra & Mahindra Ltd	2.27%

Sectors

Company	Allocation %
Others	2.28%
Automobile	5.18%
Construction	3.65%
Consumer Staples	8.36%
Materials	4.18%
Financial	29.45%
Capital Goods	6.29%
Consumer Discretionary	0.98%
Chemicals	1.89%
Services	7.36%
Energy	8.68%
Technology	10.16%
Healthcare	7.17%
Communication	4.39%

Risk Associated

Very High

Investors be aware that principal under this fund will be at Very High risk.
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

View All Mutual Funds

Sundaram Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.sundarammutual.com
Phone:

Funds Offered

49
AUM

₹ 76,137 Cr
Website

http://www.sundarammutual.com

About

Sundaram Mutual Fund is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited. Established in 1996, Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences. Their deep commitment to making mutual funds accessible to everyone is the impetus that drives their expansion. They have over 93 branches across India, with an office in Dubai and a wholly owned subsidiary in Singapore. Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences.

Fund Manager

View All Mutual Funds

Ravi Gopalakrishnan

Funds Offered

9
AUM

₹ 31,373 Cr
Highest Return

18.7%

About

Ravi Gopalakrishnan Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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SIP
One time

SIP amount

/ Monthly

Monthly SIP Date

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Frequently Asked Questions

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What is the current NAV of Sundaram Flexi Cap Reg-G?

The current NAV of Sundaram Flexi Cap Reg-G is ₹ 14.5987

How much does Sundaram Flexi Cap Reg-G charge as expense ratio?

The expense ratio of Sundaram Flexi Cap Reg-G is 2.03%

How to Redeem Sundaram Flexi Cap Reg-G Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in Sundaram Flexi Cap Reg-G?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

Secure your future with hassle-free investing on Moneyfy!

Can I invest in Sundaram Flexi Cap Reg-G through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in Sundaram Flexi Cap Reg-G based on your investment objective and risk profile.

What is the return of Sundaram Flexi Cap Reg-G?

For Sundaram Flexi Cap Reg-G, 3-year return is 14.47% per annum and 5-year return is -% per annum. Check the return performance in detail on the page.

What is the lock-in period in Sundaram Flexi Cap Reg-G?

The lock-in-period of Sundaram Flexi Cap Reg-G is 0 years.

How to Start your Investing journey on Tata Moneyfy?

At Tata Moneyfy, we follow 3 easy steps to make mutual fund investments simple, convenient, and quick:

Create account

Complete KYC

Set up your account and update your KYC details

Start investing

Once we verify your KYC details, you’re ready to start investing!

Get Started

Scan the QR code to download the app

Sundaram Flexi Cap Reg-G

₹ 14.6

-4.14%

Sundaram Flexi Cap Reg-G

Performance

14.47%3y Returns

Investment details

₹ 100

₹ 100

0

2.03%

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

L After 365 days

Fund details

₹ 2,128 Cr

REGULAR

16 Aug 2022

OPEN

NIFTY 500 Total Return Index

INF903JA1LB8

Fund allocation

Risk Associated

Very High

About AMC

Sundaram Mutual Fund >

Contact Information

Address:

49

₹ 76,137 Cr

About

Fund Manager

Ravi Gopalakrishnan

9

₹ 31,373 Cr

18.7%

About

Start investing now

Select a Date

Frequently Asked Questions

What is the current NAV of Sundaram Flexi Cap Reg-G?

How much does Sundaram Flexi Cap Reg-G charge as expense ratio?

How to Redeem Sundaram Flexi Cap Reg-G Regular Growth?

What are the steps to invest in Sundaram Flexi Cap Reg-G?

Can I invest in Sundaram Flexi Cap Reg-G through both SIP and lump sum?

What is the return of Sundaram Flexi Cap Reg-G?

What is the lock-in period in Sundaram Flexi Cap Reg-G?

How to Start your Investing journey on Tata Moneyfy?

Create account

Complete KYC

Start investing

Scan the QR code to download the app

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