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Flexi Cap · Sundaram Mutual Fund · AMFI code 150568Sundaram Flexi Cap Fund
Disclosed for 16 months, Sep 2022 to Sep 2026.
Portfolio value
₹1,957 Cr
down ₹300 Cr vs Sep 2024
- Stocks held
- 65
- up 1 vs Sep 2024
- Top 10 weight
- 42.3%
- of the portfolio in its ten largest
- Cash & debt
- 3.9%
- cash, money market and debt
- Moves this month
- 15 in · 14 out
- added to 5, trimmed 44
Sundaram Flexi Cap Fund is an active equity fund in the Flexi Cap category from Sundaram Mutual Fund. In March 2025 it disclosed 65 stocks worth ₹1,957 Cr, down ₹300 Cr from Sep 2024. Its largest positions were HDFC Bank Limited (9.3%), ICICI Bank Limited (7.9%), Reliance Industries Limited (4.4%); the ten largest together made up 42.3% of the portfolio, and Banks was the biggest sector at 27.6% of its equity. Cash and debt stood at 3.9%. Compared with Sep 2024 the fund entered 15 new stocks and exited 14.
Against 43 other Flexi Cap funds
Concentration
79%
Top-10 weight is higher than 79% of peers
Breadth
44%
Holds more stocks than 44% of peers
Cash
53%
Holds more cash than 53% of peers
Holdings in March 2025
Download CSVEvery line the fund disclosed, with the change against Sep 2024. Click a column to sort; click a company to see every fund that owns it.
- Weight
- 9.31%
- Δ weight
- up 1.20 pts
- Value
- ₹182 Cr
- Δ value
- down ₹78 L
- Status
- Held
- Weight
- 7.93%
- Δ weight
- up 1.44 pts
- Value
- ₹155 Cr
- Δ value
- up ₹8.7 Cr
- Status
- Added
- Weight
- 4.44%
- Δ weight
- down 0.53 pts
- Value
- ₹87 Cr
- Δ value
- down ₹25.3 Cr
- Status
- Trimmed
- Cash, TREPS & receivables
- Weight
- 3.89%
- Δ weight
- up 1.75 pts
- Value
- ₹76.2 Cr
- Δ value
- up ₹27.9 Cr
- Status
- Added
- Weight
- 3.61%
- Δ weight
- up 0.32 pts
- Value
- ₹70.7 Cr
- Δ value
- down ₹3.7 Cr
- Status
- Trimmed
- Weight
- 3.35%
- Δ weight
- down 0.83 pts
- Value
- ₹65.5 Cr
- Δ value
- down ₹28.7 Cr
- Status
- Trimmed
- Weight
- 3.17%
- Δ weight
- down 0.06 pts
- Value
- ₹62.1 Cr
- Δ value
- down ₹10.9 Cr
- Status
- Trimmed
- Weight
- 3.14%
- Δ weight
- up 0.64 pts
- Value
- ₹61.4 Cr
- Δ value
- up ₹5 Cr
- Status
- Added
- Weight
- 2.64%
- Δ weight
- up 0.33 pts
- Value
- ₹51.7 Cr
- Δ value
- down ₹52 L
- Status
- Trimmed
- Weight
- 2.47%
- Δ weight
- up 0.27 pts
- Value
- ₹48.3 Cr
- Δ value
- down ₹1.2 Cr
- Status
- Trimmed
- Weight
- 2.26%
- Δ weight
- up 0.07 pts
- Value
- ₹44.2 Cr
- Δ value
- down ₹5.2 Cr
- Status
- Trimmed
- Weight
- 2.03%
- Δ weight
- down 0.20 pts
- Value
- ₹39.7 Cr
- Δ value
- down ₹10.5 Cr
- Status
- Trimmed
- Weight
- 1.88%
- Δ weight
- down 0.26 pts
- Value
- ₹36.9 Cr
- Δ value
- down ₹11.4 Cr
- Status
- Trimmed
- Weight
- 1.79%
- Δ weight
- down 0.81 pts
- Value
- ₹35 Cr
- Δ value
- down ₹23.7 Cr
- Status
- Trimmed
- Weight
- 1.79%
- Δ weight
- up 0.88 pts
- Value
- ₹35 Cr
- Δ value
- up ₹14.6 Cr
- Status
- Added
- Weight
- 1.70%
- Δ weight
- down 0.14 pts
- Value
- ₹33.2 Cr
- Δ value
- down ₹8.2 Cr
- Status
- Trimmed
- Weight
- 1.67%
- Δ weight
- down 0.55 pts
- Value
- ₹32.7 Cr
- Δ value
- down ₹17.5 Cr
- Status
- Trimmed
- Weight
- 1.54%
- Δ weight
- up 0.08 pts
- Value
- ₹30.2 Cr
- Δ value
- down ₹2.8 Cr
- Status
- Trimmed
- Weight
- 1.54%
- Δ weight
- up 0.03 pts
- Value
- ₹30.2 Cr
- Δ value
- down ₹3.9 Cr
- Status
- Trimmed
- Weight
- 1.51%
- Δ weight
- down 0.20 pts
- Value
- ₹29.5 Cr
- Δ value
- down ₹9 Cr
- Status
- Trimmed
- Weight
- 1.48%
- Δ weight
- down 0.19 pts
- Value
- ₹29 Cr
- Δ value
- down ₹8.8 Cr
- Status
- Trimmed
- Weight
- 1.37%
- Δ weight
- up 1.37 pts
- Value
- ₹26.8 Cr
- Δ value
- up ₹26.8 Cr
- Status
- New
- Weight
- 1.30%
- Δ weight
- down 0.46 pts
- Value
- ₹25.4 Cr
- Δ value
- down ₹14.2 Cr
- Status
- Trimmed
- Weight
- 1.29%
- Δ weight
- down 0.18 pts
- Value
- ₹25.3 Cr
- Δ value
- down ₹8 Cr
- Status
- Trimmed
- Weight
- 1.23%
- Δ weight
- down 0.31 pts
- Value
- ₹24 Cr
- Δ value
- down ₹10.8 Cr
- Status
- Trimmed
- Weight
- 1.22%
- Δ weight
- up 0.96 pts
- Value
- ₹23.8 Cr
- Δ value
- up ₹18 Cr
- Status
- Added
- Weight
- 1.20%
- Δ weight
- down 0.03 pts
- Value
- ₹23.5 Cr
- Δ value
- down ₹4.4 Cr
- Status
- Trimmed
- Weight
- 1.18%
- Δ weight
- up 1.18 pts
- Value
- ₹23 Cr
- Δ value
- up ₹23 Cr
- Status
- New
- Weight
- 1.10%
- Δ weight
- down 0.34 pts
- Value
- ₹21.5 Cr
- Δ value
- down ₹10.9 Cr
- Status
- Trimmed
- Weight
- 1.09%
- Δ weight
- down 0.44 pts
- Value
- ₹21.3 Cr
- Δ value
- down ₹13.1 Cr
- Status
- Trimmed
- Weight
- 1.06%
- Δ weight
- down 0.07 pts
- Value
- ₹20.7 Cr
- Δ value
- down ₹4.6 Cr
- Status
- Trimmed
- Weight
- 1.05%
- Δ weight
- up 1.05 pts
- Value
- ₹20.5 Cr
- Δ value
- up ₹20.5 Cr
- Status
- New
- Weight
- 1.03%
- Δ weight
- up 0.34 pts
- Value
- ₹20.2 Cr
- Δ value
- up ₹4.5 Cr
- Status
- Added
- Weight
- 1.03%
- Δ weight
- up 0.08 pts
- Value
- ₹20.1 Cr
- Δ value
- down ₹1.2 Cr
- Status
- Trimmed
- Weight
- 1.02%
- Δ weight
- down 0.02 pts
- Value
- ₹19.9 Cr
- Δ value
- down ₹3.6 Cr
- Status
- Trimmed
- Weight
- 0.99%
- Δ weight
- up 0.99 pts
- Value
- ₹19.3 Cr
- Δ value
- up ₹19.3 Cr
- Status
- New
- Weight
- 0.98%
- Δ weight
- up 0.98 pts
- Value
- ₹19.2 Cr
- Δ value
- up ₹19.2 Cr
- Status
- New
- Weight
- 0.97%
- Δ weight
- up 0.97 pts
- Value
- ₹18.9 Cr
- Δ value
- up ₹18.9 Cr
- Status
- New
- Weight
- 0.96%
- Δ weight
- down 0.55 pts
- Value
- ₹18.8 Cr
- Δ value
- down ₹15.4 Cr
- Status
- Trimmed
- Weight
- 0.91%
- Δ weight
- up 0.91 pts
- Value
- ₹17.8 Cr
- Δ value
- up ₹17.8 Cr
- Status
- New
- Weight
- 0.89%
- Δ weight
- down 0.25 pts
- Value
- ₹17.4 Cr
- Δ value
- down ₹8.2 Cr
- Status
- Trimmed
- Weight
- 0.87%
- Δ weight
- up 0.01 pts
- Value
- ₹17.1 Cr
- Δ value
- down ₹2.4 Cr
- Status
- Trimmed
- Weight
- 0.87%
- Δ weight
- up 0.06 pts
- Value
- ₹17 Cr
- Δ value
- down ₹1.3 Cr
- Status
- Trimmed
- Weight
- 0.86%
- Δ weight
- up 0.86 pts
- Value
- ₹16.9 Cr
- Δ value
- up ₹16.9 Cr
- Status
- New
- Weight
- 0.86%
- Δ weight
- down 0.22 pts
- Value
- ₹16.9 Cr
- Δ value
- down ₹7.5 Cr
- Status
- Trimmed
- Weight
- 0.85%
- Δ weight
- up 0.10 pts
- Value
- ₹16.7 Cr
- Δ value
- down ₹35 L
- Status
- Trimmed
- Weight
- 0.82%
- Δ weight
- down 0.36 pts
- Value
- ₹16 Cr
- Δ value
- down ₹10.7 Cr
- Status
- Trimmed
- Weight
- 0.82%
- Δ weight
- down 0.59 pts
- Value
- ₹16 Cr
- Δ value
- down ₹15.7 Cr
- Status
- Trimmed
- Weight
- 0.77%
- Δ weight
- down 0.52 pts
- Value
- ₹15 Cr
- Δ value
- down ₹14 Cr
- Status
- Trimmed
- Weight
- 0.75%
- Δ weight
- up 0.75 pts
- Value
- ₹14.7 Cr
- Δ value
- up ₹14.7 Cr
- Status
- New
- Weight
- 0.74%
- Δ weight
- up 0.74 pts
- Value
- ₹14.5 Cr
- Δ value
- up ₹14.5 Cr
- Status
- New
- Weight
- 0.70%
- Δ weight
- down 0.21 pts
- Value
- ₹13.8 Cr
- Δ value
- down ₹6.9 Cr
- Status
- Trimmed
- Weight
- 0.66%
- Δ weight
- up 0.66 pts
- Value
- ₹12.8 Cr
- Δ value
- up ₹12.8 Cr
- Status
- New
- Weight
- 0.64%
- Δ weight
- down 0.52 pts
- Value
- ₹12.5 Cr
- Δ value
- down ₹13.7 Cr
- Status
- Trimmed
- Weight
- 0.59%
- Δ weight
- down 0.08 pts
- Value
- ₹11.6 Cr
- Δ value
- down ₹3.7 Cr
- Status
- Trimmed
- Weight
- 0.54%
- Δ weight
- up 0.54 pts
- Value
- ₹10.6 Cr
- Δ value
- up ₹10.6 Cr
- Status
- New
- Weight
- 0.51%
- Δ weight
- up 0.51 pts
- Value
- ₹9.9 Cr
- Δ value
- up ₹9.9 Cr
- Status
- New
- Weight
- 0.50%
- Δ weight
- up 0.50 pts
- Value
- ₹9.8 Cr
- Δ value
- up ₹9.8 Cr
- Status
- New
- Weight
- 0.49%
- Δ weight
- down 0.70 pts
- Value
- ₹9.6 Cr
- Δ value
- down ₹17.3 Cr
- Status
- Trimmed
- Weight
- 0.46%
- Δ weight
- up 0.46 pts
- Value
- ₹9.1 Cr
- Δ value
- up ₹9.1 Cr
- Status
- New
- Weight
- 0.45%
- Δ weight
- down 0.09 pts
- Value
- ₹8.7 Cr
- Δ value
- down ₹3.3 Cr
- Status
- Trimmed
- Weight
- 0.36%
- Δ weight
- down <0.01 pts
- Value
- ₹7.1 Cr
- Δ value
- down ₹1.1 Cr
- Status
- Trimmed
- Weight
- 0.27%
- Δ weight
- down 0.22 pts
- Value
- ₹5.2 Cr
- Δ value
- down ₹5.8 Cr
- Status
- Trimmed
- Weight
- 0.22%
- Δ weight
- down 0.39 pts
- Value
- ₹4.4 Cr
- Δ value
- down ₹9.5 Cr
- Status
- Trimmed
- Weight
- 0.22%
- Δ weight
- down 0.87 pts
- Value
- ₹4.3 Cr
- Δ value
- down ₹20.2 Cr
- Status
- Trimmed
- Weight
- 0.17%
- Δ weight
- down 0.40 pts
- Value
- ₹3.4 Cr
- Δ value
- down ₹9.5 Cr
- Status
- Trimmed
What changed, Sep 2024 to Mar 2025
New New positions (15)
- Force Motors Limited1.4% · ₹26.8 Cr
- UPL Limited1.2% · ₹23 Cr
- Apollo Hospitals Enterprise Limited1.0% · ₹20.5 Cr
- Tata Consumer Products Limited1.0% · ₹19.3 Cr
- PI Industries Limited1.0% · ₹19.2 Cr
- United Spirits Limited1.0% · ₹18.9 Cr
- Praj Industries Limited0.9% · ₹17.8 Cr
- Swiggy Limited0.9% · ₹16.9 Cr
- Mahindra & Mahindra Limited0.7% · ₹14.7 Cr
Sectors
Which sectors the fund is moving towards and away from, and where its money sits now. Shares are of the fund’s classified equity holdings, so they add up to 100%.
Where the weight moved
Compared with
Since Sep 2024, the weight rose most in Banks (+4.6 pts) and Automobiles (+2.3 pts), and fell most in Pharmaceuticals & Biotechnology (−2.1 pts) and IT - Software (−1.9 pts).
- Banks23.0% → 27.6%+4.6 pts
- Automobiles3.3% → 5.5%+2.3 pts
- Fertilizers & Agrochemicals0.0% → 2.2%new+2.2 pts
- Healthcare Services1.3% → 2.3%+1.1 pts
- Agricultural Food & Other Products0.0% → 1.0%new+1.0 pts
- Industrial Manufacturing0.0% → 0.9%new+0.9 pts
- Pharmaceuticals & Biotechnology7.4% → 5.3%−2.1 pts
- IT - Software8.0% → 6.1%−1.9 pts
- Power2.4% → 1.0%−1.4 pts
- Ferrous Metals1.2% → 0.0%exited−1.2 pts
- Finance6.4% → 5.3%−1.1 pts
- Telecom - Services4.3% → 3.3%−1.0 pts
A sector’s weight changes when the fund buys or sells, and also when its shares rise or fall in price, so a change is not by itself a sign of buying or selling.
Main sectors’ weights over time
| Sector | Mar 2024 | Sep 2024 | Sep 2024 | Sep 2024 | Mar 2025 |
|---|---|---|---|---|---|
| Banks | 23.2% | 23.0% | 23.0% | 23.0% | 27.6% |
| IT - Software | 8.7% | 8.0% | 8.0% | 8.0% | 6.1% |
| Automobiles | 3.5% | 3.3% | 3.3% | 3.3% | 5.5% |
| Pharmaceuticals & Biotechnology | 7.7% | 7.4% | 7.4% | 7.4% | 5.3% |
| Finance | 6.0% | 6.4% | 6.4% | 6.4% | 5.3% |
| Petroleum Products | 8.0% | 5.1% | 5.1% | 5.1% | 5.1% |
| Diversified FMCG | 3.9% | 4.2% | 4.2% | 4.2% | 3.9% |
| Construction | 3.7% | 3.4% | 3.4% | 3.4% | 3.8% |
| Cement & Cement Products | 3.3% | 3.5% | 3.5% | 3.5% | 3.6% |
| Transport Services | 2.7% | 3.6% | 3.6% | 3.6% | 3.6% |
Allocation in Mar 2025change vs Sep 2024
- Banks (7)27.6%▲ 4.6 pts
- IT - Software (3)6.1%▼ 1.9 pts
Cash and debt
The share of the portfolio not in shares: cash and net receivables, money-market instruments and bonds, as disclosed each month. Cash can dip below zero when payables, often on derivative positions, exceed it. A change here describes what the fund did; it is not a signal.
Cash & debt, Mar 2025
3.9%
▲ 1.8 pts vs Sep 2024
- Cash alone
- 3.9%
- cash and net receivables
- A year earlier
- 1.5%
- Mar 2024 · now ▲ 2.4 pts
- Last 12 months
- 2.1% – 3.9%
- lowest to highest · record 33.8% in Sep 2022
History
Disclosed portfolio value by month, with the stocks the fund entered and exited against its previous disclosure. Every month is a link to that portfolio.