Reliabull Wealth Managers Pvt. Ltd.

Sundaram Flexi Cap Fund-Reg(G)

As on Jul-14-2025 change fund

14.85

0.01 (0.08%)

fund objective

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.

riskometer

Investors understand that their principal will be at very high risk

5-Years History

financial year	2022-2023	2023-2024	2024-2025
NAV in Rs (as on 31-Mar-2025)	9.58	12.74	13.60
Net Assets(Rs Crores) (as on 31-Mar-2025)	1847.21	2104.60	1956.65
Scheme Returns(%)(Absolute)	-4.24	32.65	5.72
B'mark Returns(%)(Absolute)	NA	NA	NA
Category Rank	27/36	29/39	23/39

Quarterly performance - Last 5 years (Absolute Ret. in %)

financial year	Q1	Q2	Q3	Q4
2025-2026	9.48	NA	NA	NA
2024-2025	8.37	9.09	-5.25	-4.73
2023-2024	12.85	5.14	9.61	2.33
2022-2023	NA	NA	3.49	-4.58

Top 10 holdings

company	(%)
HDFC Bank Ltd.	9.46
ICICI Bank Ltd.	7.89
Reliance Industries Ltd.	4.86
Axis Bank Ltd.	3.47
Larsen & Toubro Ltd.	3.31
Bharti Airtel Ltd.	3.20
Infosys Ltd.	3.17
State Bank Of India	3.10
Kotak Mahindra Bank Ltd.	3.08
ITC Ltd.	2.85

Top 10 sectors

sectors	(%)
Bank - Private	26.30
Refineries	5.42
Pharmaceuticals & Drugs	4.77
IT - Software	4.07
Cement & Construction Materials	3.67
Engineering - Construction	3.31
Telecommunication - Service Provider	3.20
Bank - Public	3.10
Automobiles - Passenger Cars	2.94
Cigarettes/Tobacco	2.85

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

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performance comparision with similar schemes and benchmark

scheme name	investment style	inception date	AUM in Cr.	1Y(%)	3Y(%)	5Y(%)	10Y(%)	since inception
Sundaram Flexi Cap Fund-Reg(G)	Large-Growth	06-Sep-2022	2,107.86	5.38	NA	NA	NA	14.85
Motilal Oswal Flexi Cap Fund-Reg(G)	Large-Growth	28-Apr-2014	13,893.76	9.44	27.26	21.01	13.13	17.72
JM Flexicap Fund-Reg(G)	Large-Growth	23-Sep-2008	6,143.77	-7.25	26.74	26.41	15.63	14.56
HDFC Flexi Cap Fund(G)	Large-Growth	01-Jan-1995	79,584.54	7.82	26.70	29.81	15.41	18.91
Invesco India Flexi Cap Fund-Reg(G)	Large-Growth	14-Feb-2022	3,266.88	8.29	26.57	NA	NA	20.82
Bank of India Flexi Cap Fund-Reg(G)	Large-Growth	29-Jun-2020	2,208.92	-5.09	25.50	27.75	NA	27.97
HSBC Flexi Cap Fund-Reg(G)	Large-Growth	24-Feb-2004	5,169.21	2.60	23.81	23.37	12.88	15.56
Parag Parikh Flexi Cap Fund-Reg(G)	Large-Growth	28-May-2013	110,392.32	9.01	23.66	24.78	17.52	19.25
Franklin India Flexi Cap Fund(G)	Large-Growth	29-Sep-1994	19,364.97	3.16	22.92	26.21	13.81	18.02
Quant Flexi Cap Fund(G)	Large-Growth	23-Sep-2008	7,326.16	-9.43	22.79	30.97	18.36	14.58
Edelweiss Flexi Cap Fund-Reg(G)	Large-Growth	03-Feb-2015	2,801.60	0.40	22.03	23.71	13.95	13.63
DSP Flexi Cap Fund-Reg(G)	Large-Growth	07-Jun-2007	12,187.76	2.46	21.19	21.67	13.94	13.76
Kotak Flexicap Fund(G)	Large-Growth	11-Sep-2009	54,840.98	2.95	21.19	21.04	13.84	14.51
ICICI Pru Flexicap Fund(G)	Large-Growth	19-Jul-2021	17,945.86	1.70	20.82	NA	NA	16.69
Aditya Birla SL Flexi Cap Fund(G)	Large-Growth	27-Aug-1998	23,606.24	5.56	20.72	22.16	13.82	21.27
Mahindra Manulife Flexi Cap Fund-Reg(G)	Large-Growth	23-Aug-2021	1,559.61	0.78	20.31	NA	NA	13.39
Tata Flexi Cap Fund-Reg(G)	Large-Growth	06-Sep-2018	3,418.76	6.84	19.40	19.31	NA	14.05
Union Flexi Cap Fund-Reg(G)	Large-Growth	10-Jun-2011	2,401.11	2.68	19.13	21.92	12.23	12.31
Nippon India Flexi Cap Fund-Reg(G)	Large-Growth	13-Aug-2021	9,299.75	-1.52	18.95	NA	NA	13.85
Bandhan Flexi Cap Fund-Reg(G)	Large-Growth	28-Sep-2005	7,606.99	2.55	18.92	20.65	10.92	16.57
Canara Rob Flexi Cap Fund-Reg(G)	Large-Growth	16-Sep-2003	13,588.06	4.30	18.87	20.62	13.24	17.53
LIC MF Flexi Cap Fund-Reg(G)	Large-Growth	31-Mar-1998	1,020.58	-2.26	17.82	17.33	9.42	9.58
Taurus Flexi Cap Fund-Reg(G)	Large-Growth	29-Jan-1994	366.04	-3.65	17.78	18.78	8.92	10.42
Axis Flexi Cap Fund-Reg(G)	Large-Growth	17-Nov-2017	13,316.50	4.65	17.73	18.27	NA	13.73
PGIM India Flexi Cap Fund-Reg(G)	Large-Growth	04-Mar-2015	6,391.69	4.45	16.41	21.14	13.33	13.27
Navi Flexi Cap Fund-Reg(G)	Large-Growth	09-Jul-2018	261.89	-1.28	16.35	18.88	NA	12.43
SBI Flexicap Fund-Reg(G)	Large-Growth	16-Sep-2005	22,499.74	0.17	16.02	19.95	12.59	12.78
Shriram Flexi Cap Fund-Reg(G)	Large-Growth	28-Sep-2018	140.63	-13.56	14.85	15.87	NA	11.02
UTI Flexi Cap Fund-Reg(G)	Large-Growth	01-Aug-2005	26,324.59	5.74	14.06	18.24	12.10	14.56
Samco Flexi Cap Fund-Reg(G)	Large-Growth	04-Feb-2022	466.27	-15.09	7.51	NA	NA	1.96
WOC Flexi Cap Fund-Reg(G)	Large-Growth	02-Aug-2022	5,446.05	6.52	NA	NA	NA	20.45
Bajaj Finserv Flexi Cap Fund-Reg(G)	Large-Growth	14-Aug-2023	5,179.79	5.84	NA	NA	NA	22.46
Helios Flexi Cap Fund-Reg(G)	Large-Growth	13-Nov-2023	3,470.64	5.10	NA	NA	NA	24.58
Mirae Asset Flexi Cap Fund-Reg(G)	Large-Growth	24-Feb-2023	2,981.66	4.48	NA	NA	NA	20.98
TRUSTMF Flexi Cap Fund-Reg(G)	Large-Growth	26-Apr-2024	1,178.61	1.61	NA	NA	NA	10.97
ITI Flexi Cap Fund-Reg(G)	Large-Growth	17-Feb-2023	1,186.24	0.87	NA	NA	NA	27.49
Baroda BNP Paribas Flexi Cap Fund-Reg(G)	Large-Growth	17-Aug-2022	1,310.22	0.74	NA	NA	NA	16.78
360 ONE Flexicap Fund-Reg(G)	Large-Growth	30-Jun-2023	1,878.29	-0.09	NA	NA	NA	22.39
NJ Flexi Cap Fund-Reg(G)	Large-Growth	05-Sep-2023	2,352.14	-11.02	NA	NA	NA	17.49
Unifi Flexi Cap Fund-Reg(G)	Large-Growth	06-Jun-2025	116.84	NA	NA	NA	NA	2.10

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