Fundalysisby DARKHORSESTOCKS

Scheme

Sundaram Flexi Cap Fund

Holds 53 companies worth ₹1,824 Cr in Sept 2026.

  • Fund house

    SundaramThe fund house that runs this scheme.

  • AUM

    ₹1,837 CrSundaram Flexi Cap Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 6.4% on Aug 2026, ₹1,963 Cr.

  • Largest holding

    ICICI BankICICI Bank is 6.5% of this scheme's NAV.

  • Fund manager

    Shalav SaketRuns its co-manager part since 16 Aug 2022, as the fund house dates it. With Sandeep Agarwal (co-manager), Bharath S (co-manager).

AUM(Sept 2022 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20261,837−6.4%
Aug 20261,963−1.8%
Jul 20261,999+0.4%
Jun 20261,990+1.4%
May 20261,963−2.0%
Apr 20262,004+9.8%
Mar 20261,825−11.3%
Feb 20262,059+0.4%
Jan 20262,051−3.6%
Dec 20252,128−1.0%
Nov 20252,149+0.9%
Oct 20252,130+3.2%
AUM at month end, Sept 2026
₹1,837 Cr
−13.7% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Sept 2022 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 20268.25%+0.16 pt
Jun 20268.10%+1.01 pt
Mar 20267.09%+0.42 pt
Dec 20256.67%+0.26 pt
Direct plans' share of AUM, Sept 2026
8.25%
+1.58 pt since Dec 2025
Fig. 2.Sundaram Flexi Cap Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty 500 TRI. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−3.95%−4.05%––−3.78%
3 months *
−5.76%−6.06%––−2.27%
6 months *
−2.86%−3.50%––+5.79%
1 year
−7.80%−9.02%−5.06%−2.74 pt−0.01%
3 years
+7.67%+6.17%+9.52%−1.85 pt+12.40%
Since launch
+9.23%+7.60%+10.10%−0.87 pt+14.39%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty 500 TRI. * From NAVs. Source: AMFI.