Sundaram Flexi Cap Fund

Sundaram Flexi Cap Fund is an equity fund. This fund was started on 6 September, 2022. The fund is managed by Pathanjali Srinivasan, Dwijendra Srivastava, S. Bharath. The fund could potentially beat inflation in the long-run.

1. Sundaram Flexi Cap Fund has ₹2128 Cr worth of assets under management (AUM) as on Jan 2026 and is more than category average.
2. The fund has an expense ratio 0.7.
   

Sundaram Flexi Cap Fund has given a CAGR return of 14.28% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 10.39% and 16.70% respectively.

Sundaram Flexi Cap Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Consumer Cyclical, Tech, Consumer Defensive, Health, Basic Materials, Communication, Energy, Utilities. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, Reliance Industries Ltd, Bharti Airtel Ltd, Infosys Ltd

As it is a flexi cap mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

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).

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Sundaram Flexi Cap Fund has no lock in period.