- Scheme Category:
- Equity Scheme >
- Flexi Cap Fund
NAV: ₹ ↑ 0.24%
NAV chart
SMA (Simple Moving Average)
- 50 SMA
- 100 SMA
- 200 SMA
- 400 SMA
Returns
CAGR returns till date
CAGR returns of Sundaram Flexicap Fund Direct Growth and its peers as on 27 May, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Sundaram Flexicap Fund Direct Growth | -6.88% | 0.24% | 1.47% | -1.58% | -4.03% | -0.33% | 12.85% | - | - | - |
| Parag Parikh Flexi Cap Fund - Direct Plan - Growth | -4.23% | -0.25% | 0.35% | 0.4% | -2% | 0.63% | 16.25% | 15.87% | 19.73% | 17.98% |
| SBI Flexicap Fund - DIRECT PLAN - Growth Option | -6.11% | -0.03% | 1.67% | 0.5% | -4.46% | 0.9% | 10.93% | 10.74% | 12.36% | 13.21% |
| ICICI Prudential Flexicap Fund - Direct Plan - Growth | -4.4% | -0.15% | 2.04% | -0.94% | -2.3% | 4.88% | 17.28% | - | - | - |
| HDFC Flexi Cap Fund - Growth Option - Direct Plan | -5.24% | 0.05% | 1.46% | -0.26% | -4.5% | 1.39% | 19% | 18.47% | 16.57% | 16.91% |
| Nippon India Flexi Cap Fund - Direct Plan - Growth Plan - Growth Option | -3.28% | 0.47% | 1.8% | 0.25% | 0.03% | 1.39% | 15% | - | - | - |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | 25.48% | 17.01% | 8.08% |
Discrete returns (monthly)
| Month | Jul 2025 | Aug 2025 | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | -0.44% | 0.62% | -0.8% | 2.82% | 1.21% | 0.17% | -4.3% | -0.92% | -11.89% | 7.6% |
Returns from spefic dates
| Description | CAGR returns from 26 Sep 2024 (Nifty 50 2024 high) |
|---|---|
| Returns | -2.96% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 97.71% | 0.00% (Arbitrage: 0.00%) | 0.00% | 0.00% | 2.29% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|---|---|---|
| HDFC Bank Ltd | HDFCBANK (INE040A01034) | Banks | 6.88% |
| ICICI Bank Ltd | ICICIBANK (INE090A01021) | Banks | 5.93% |
| Reliance Industries Ltd | RELIANCE (INE002A01018) | Petroleum Products | 4.43% |
| Axis Bank Ltd | AXISBANK (INE238A01034) | Banks | 4.23% |
| Bharti Airtel Ltd | BHARTIARTL (INE397D01024) | Telecom - Services | 4.04% |
| State Bank of India | SBIN (INE062A01020) | Banks | 3.84% |
| Infosys Ltd | INFY (INE009A01021) | It - Software | 3.66% |
| Larsen & Toubro Ltd | LT (INE018A01030) | Construction | 3.12% |
| Kotak Mahindra Bank Ltd | INE237A01036 | Banks | 2.91% |
| Ultratech Cement Ltd | ULTRACEMCO (INE481G01011) | Cement & Cement Products | 2.47% |
| Oil & Natural Gas Corporation Ltd | ONGC (INE213A01029) | Oil | 2.34% |
| Force Motors Ltd | FORCEMOT (INE451A01017) | Automobiles | 2.29% |
| Mahindra & Mahindra Ltd | M&M (INE101A01026) | Automobiles | 2.27% |
| Kirloskar Oil Engines Ltd | KIRLOSENG (INE146L01010) | Industrial Products | 2.17% |
| ITC Ltd | ITC (INE154A01025) | Diversified Fmcg | 2.07% |
| NTPC LTD | NTPC (INE733E01010) | Power | 1.95% |
| Union Bank of India | UNIONBANK (INE692A01016) | Banks | 1.91% |
| Cipla Ltd | CIPLA (INE059A01026) | Pharmaceuticals & Biotechnology | 1.72% |
| Cummins India Ltd | CUMMINSIND (INE298A01020) | Industrial Products | 1.60% |
| Alkem Laboratories Ltd | ALKEM (INE540L01014) | Pharmaceuticals & Biotechnology | 1.54% |
| IndusInd Bank Ltd | INDUSINDBK (INE095A01012) | Banks | 1.51% |
| Zomato Ltd | ETERNAL (INE758T01015) | Retailing | 1.49% |
| HCL Technologies Ltd | HCLTECH (INE860A01027) | It - Software | 1.48% |
| United Spirits Ltd | UNITDSPR (INE854D01024) | Beverages | 1.34% |
| Tata Consultancy Services Ltd | TCS (INE467B01029) | It - Software | 1.32% |
| Delhivery Ltd | DELHIVERY (INE148O01028) | Transport Services | 1.29% |
| PB Fintech Ltd | POLICYBZR (INE417T01026) | Financial Technology (Fintech) | 1.29% |
| Tech Mahindra Ltd | TECHM (INE669C01036) | It - Software | 1.28% |
| TATA Motors Ltd | INE1TAE01010 | Agricultural, Commercial & Construction Vehicles | 1.25% |
| GAIL (India) Ltd | GAIL (INE129A01019) | Gas | 1.22% |
| Swiggy Ltd | SWIGGY (INE00H001014) | Retailing | 1.17% |
| Varun Beverages Ltd | VBL (INE200M01039) | Beverages | 1.16% |
| Jubilant Foodworks Ltd | JUBLFOOD (INE797F01020) | Leisure Services | 1.16% |
| Ambuja Cements Ltd | AMBUJACEM (INE079A01024) | Cement & Cement Products | 1.13% |
| Elecon Engineering Company Ltd | ELECON (INE205B01031) | Electrical Equipment | 1.11% |
| Emami Ltd | EMAMILTD (INE548C01032) | Personal Products | 1.11% |
| Torrent Power Ltd | TORNTPOWER (INE813H01021) | Power | 1.10% |
| Interglobe Aviation Ltd | INDIGO (INE646L01027) | Transport Services | 1.02% |
| JK Lakshmi Cement Ltd | JKLAKSHMI (INE786A01032) | Cement & Cement Products | 1.01% |
| Whirlpool of India Ltd | WHIRLPOOL (INE716A01013) | Consumer Durables | 1.01% |
| Devyani international limited | DEVYANI (INE872J01023) | Leisure Services | 1.01% |
| Hindustan Aeronautics Ltd | HAL (INE066F01020) | Aerospace & Defense | 0.98% |
| Indegene Limited | INDGN (INE065X01017) | Healthcare Services | 0.96% |
| Affle (India) Ltd | AFFLE (INE00WC01027) | It - Services | 0.96% |
| Metropolis Healthcare Ltd | METROPOLIS (INE112L01020) | Healthcare Services | 0.91% |
| Amara Raja Energy & Mobility Ltd | ARE&M (INE885A01032) | Auto Components | 0.86% |
| LTIMindtree Ltd | LTIM (INE214T01019) | It - Software | 0.79% |
| Deepak Nitrite Ltd | DEEPAKNTR (INE288B01029) | Chemicals & Petrochemicals | 0.74% |
| Praj Industries Ltd | PRAJIND (INE074A01025) | Industrial Manufacturing | 0.69% |
| Amber Enterprises India Ltd | AMBER (INE371P01015) | Consumer Durables | 0.69% |
| Billionbrains Garage Ventures Ltd | INE0HOQ01053 | Capital Markets | 0.59% |
| Max Financial Services Ltd | MFSL (INE180A01020) | Insurance | 0.59% |
| Tata Steel Ltd | TATASTEEL (INE081A01020) | Ferrous Metals | 0.57% |
| Thermax Ltd | THERMAX (INE152A01029) | Electrical Equipment | 0.55% |
| Brigade Enterprises Ltd | BRIGADE (INE791I01019) | Realty | 0.55% |
| Trent Ltd | TRENT (INE849A01020) | Retailing | 0.45% |
Debt
| Name | Rating | Weight % |
|---|
Portfolio data is as on date 31 March, 2026
NAV history
Sundaram Flexicap Fund Direct Growth - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 27 May, 2026 | 15.0137 | 0.24% |
| 26 May, 2026 | 14.9776 | -0.39% |
| 25 May, 2026 | 15.0366 | 1.45% |
| 22 May, 2026 | 14.8219 | 0.22% |
| 21 May, 2026 | 14.7891 | -0.05% |
| 20 May, 2026 | 14.7967 | 0.03% |
| 19 May, 2026 | 14.7925 | 0.06% |
| 18 May, 2026 | 14.7831 | -0.55% |
| 15 May, 2026 | 14.8649 | -0.1% |
| 14 May, 2026 | 14.8801 | 0.96% |
| 13 May, 2026 | 14.7383 | 0.1% |
| 12 May, 2026 | 14.7243 | -2.12% |
| 11 May, 2026 | 15.0436 | -1.64% |
| 8 May, 2026 | 15.2942 | -0.61% |
| 7 May, 2026 | 15.3883 | 0.32% |
| 6 May, 2026 | 15.3395 | 1.33% |
| 5 May, 2026 | 15.1387 | -0.36% |
| 4 May, 2026 | 15.1932 | 0.32% |
| 30 April, 2026 | 15.1452 | -0.81% |
| 29 April, 2026 | 15.2686 | 0.43% |
| 28 April, 2026 | 15.2036 | -0.34% |
| 27 April, 2026 | 15.2548 | 0.81% |
| 24 April, 2026 | 15.1325 | -1.17% |
| 23 April, 2026 | 15.3123 | -0.92% |
| 22 April, 2026 | 15.4552 | -0.06% |
| 21 April, 2026 | 15.4640 | 1.16% |
| 20 April, 2026 | 15.2870 | 0.09% |
| 17 April, 2026 | 15.2736 | 0.67% |
| 16 April, 2026 | 15.1712 | 0.23% |
| 15 April, 2026 | 15.1357 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Sundaram Flexicap Fund Direct Growth?
The latest NAV of Sundaram Flexicap Fund Direct Growth is 15.0137 as on 27 May, 2026.What are YTD (year to date) returns of Sundaram Flexicap Fund Direct Growth?
The YTD (year to date) returns of Sundaram Flexicap Fund Direct Growth are -6.88% as on 27 May, 2026.What are 1 year returns of Sundaram Flexicap Fund Direct Growth?
The 1 year returns of Sundaram Flexicap Fund Direct Growth are -0.33% as on 27 May, 2026.What are 3 year CAGR returns of Sundaram Flexicap Fund Direct Growth?
The 3 year annualized returns (CAGR) of Sundaram Flexicap Fund Direct Growth are 12.85% as on 27 May, 2026.