March 31, 2026
RA Jainee
Sundaram Flexi Cap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 14.14 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 12.61 |
| Min. Investment (Rs.) | 100 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY 500 TRI |
| AUM Rs. | 2,059 Cr |
| (As on 28-Feb-2026) | |
| Expense | 0.70% |
| 1 Year Return (%) | -0.46 |
| 3 Year Return (%) | 14.32 |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | 10.25% |
⚖️ Sahifund Review – Sundaram Flexi Cap Fund ✔
PLUS: Balanced portfolio, fair cost, relatively stable structure
✓ Sundaram Flexi Cap Fund offers a well-diversified portfolio with 53 stocks, which helps reduce concentration risk and improves portfolio stability.
✓ Expense ratio of 0.70% is reasonable for an actively managed flexi-cap fund and makes it acceptable for long-term SIP investing.
✓ The portfolio carries a healthy large-cap bias (72.19%), which can help cushion downside better during volatile phases.
✓ Valuation comfort is visible with P/E of 22.30 and P/B of 3.10, making the portfolio look less stretched than many aggressive peers.
✓ The fund can suit investors who prefer a steady, less flashy flexi-cap style rather than an overly aggressive high-turnover approach.
MINUS: Average returns, weak category ranking, lacks standout alpha
⚖️ The fund has not delivered category-leading performance, with 14.32% 3-year return, trailing stronger flexi-cap peers like HDFC and Parag Parikh.
⚖️ Recent momentum is also uninspiring, with -0.46% 1-year return, showing it has struggled to generate visible alpha in the latest cycle.
⚖️ Turnover at 46.70% is moderate, but returns so far do not strongly justify that level of portfolio churn.
⚖️ The portfolio is somewhat tilted toward large caps, which adds stability but may also limit upside during broader mid/small-cap rallies.
Sahifund View (Decisive Line):
Sundaram Flexi Cap Fund is a stable and decent SIP candidate for conservative equity investors, but it currently looks more like a steady participant than a top-performing flexi-cap choice.
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Flexi-cap funds are suitable for investors:
1. Seeking exposure in a diversified set of stocks for high returns
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The scheme seeks to generate capital appreciation by dynamically investing in a mix of equity and equity related instruments across market capitalization.
Fund Manager:
1) Bharath S.
Education: Mr. Bharath is a B Com (H), MBA and ICWA.
Experience: Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
2) Dwijendra Srivastava
Education: Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience: Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 100 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days |
Basic Details of Sundaram Flexi Cap Fund
| Fund House | Sundaram Mutual Fund |
| Launch Date | 06-Sep-22 |
| Return Since Launch | 10.25% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets (Rs.) | 2,059 Cr |
| (As on 28-Feb-2026) | |
| Expense | 0.70% |
| (As on 28-Feb-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 46.70% |
Trailing Returns (%) of Sundaram Flexi Cap Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Sundaram Flexi Cap Dir | -12.15 | -1.96 | -9.58 | -11.74 | -7.80 | -0.46 | 14.32 | — | — | — |
| BSE 500 TRI | -11.93 | -2.10 | -9.30 | -11.58 | -7.40 | -1.25 | 14.54 | — | — | — |
| Equity: Flexi Cap | -10.84 | -2.02 | -8.73 | -10.72 | -7.34 | -0.51 | 15.61 | — | — | — |
| Rank within category | 101 | 47 | 96 | 94 | 68 | 40 | 52 | — | — | — |
| Number of funds in category | 115 | 120 | 118 | 114 | 109 | 97 | 74 | 58 | 45 | 36 |
Peer Comparison of Sundaram Flexi Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Sundaram Flexi Cap Dir | 3 star | -0.46 | 14.32 | — | 0.70 | 2,059 | 10.25 | 1.00 (365) | 3Y 6M | 46.70 |
| Parag Parikh Flexi Cap Dir | 5 star | 0.00 | 18.12 | 16.98 | 0.63 | 1,34,253 | 18.28 | 2.00 (365) | 12Y 10M | 15.37 |
| HDFC Flexi Cap Dir | 5 star | 1.23 | 19.90 | 19.50 | 0.70 | 1,00,455 | 15.68 | 1.00 (365) | 13Y 2M | 9.45 |
| SBI Focused Dir | 4 star | 5.71 | 17.47 | 14.15 | 0.73 | 43,311 | 14.84 | 0.25 (30) | 13Y 2M | 33.00 |
| HDFC Focused Dir | 5 star | 0.69 | 19.66 | 21.01 | 0.63 | 27,136 | 14.57 | 1.00 (365) | 13Y 2M | 10.36 |
Portfolio Analysis of Sundaram Flexi Cap Fund
| No. of Stocks | 53 |
| Top 10 Stocks | 42.93% |
| Top 5 Stocks | 26.26% |
| Top 3 Sectors | 60.80% |
| Portfolio P/B Ratio | 3.10 |
| Portfolio P/E Ratio | 22.30 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 2,26,973 | 1,80,281 |
| Giant (%) | — | — |
| Large (%) | 72.19 | 62.49 |
| Mid (%) | 9.20 | 21.89 |
| Small (%) | 18.61 | 15.99 |
| Tiny (%) | — |
Apply Online: https://invest.sundarammutual.com/smfnewinvestor/onboarding/login OR
https://www.sundarammutual.com/Fund/AllSchemes
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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