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Sundaram Flexicap Fund Regular Growth

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Category: Equity: Flexi Cap
Launch Date: 06-09-2022
Asset Class:
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.01% As on (31-10-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 2,149.11 Cr As on (28-11-2025)
Turn over: 35
NAV as on 16-12-2025

15.1474

-0.08 (-0.5565%)

CAGR Since Inception

13.47%

NIFTY 500 TRI 12.45%

PERFORMANCE of Sundaram Flexicap Fund Regular Growth

Scheme Performance (%) Data as on - 16-12-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Flexicap Fund Regular Growth 2.16 14.32 - - 13.47
NIFTY 500 TRI 3.05 15.53 17.43 15.21 12.45
Equity: Flexi Cap -1.4 15.75 16.46 14.33 13.63

Yearly Performance (%)

Nav Movement

Fund Managers

FM1- Mr. Bharath S; FM2 - Mr. Dwijendra Srivastava (Debt); FM3- Mr. Pathanjali Srinivasan

Investment Objective

An open ended scheme investing in a dynamic mix of equity and equity related instruments across large cap, midcap and small cap stocks

RETURNS CALCULATOR for Sundaram Flexicap Fund Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Sundaram Flexicap Fund Regular Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Flexicap Fund Regular Growth 8.4 0.72 -0.14 0.85 - -
Equity: Flexi Cap - - - - - -

PEER COMPARISION of Sundaram Flexicap Fund Regular Growth

Compare SIP Compare Lumpsum
Period
Data as on - 16-12-2025
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Sundaram Flexicap Fund Regular Growth 06-09-2022 2.16 10.76 14.32 0.0 0.0
HDFC Flexi Cap Fund - Growth Plan 01-01-1995 7.17 17.23 20.85 23.65 16.72
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan 14-08-1998 5.97 14.99 17.5 16.61 14.94
Tata Flexi Cap Fund -Regular Plan-Growth 05-08-2018 5.21 10.97 15.94 14.47 0.0
Parag Parikh Flexi Cap Fund - Regular Plan - Growth 05-05-2013 5.16 15.82 20.92 20.2 17.6
ICICI Prudential Flexicap Fund - Growth 07-07-2021 5.1 15.76 19.07 0.0 0.0
BANDHAN Flexi Cap Fund - Regular Plan - Growth 14-09-2005 4.59 12.7 15.42 15.45 11.67
Mirae Asset Flexi Cap Fund - Regular Plan - Growth 07-02-2023 3.89 12.65 0.0 0.0 0.0
Kotak Flexicap Fund - Growth 05-09-2009 2.99 13.09 15.83 15.81 14.39
Canara Robeco Flexicap Fund - Regular Plan - Growth Option 05-09-2003 2.28 12.33 14.99 15.43 14.31

PORTFOLIO ANALYSIS of Sundaram Flexicap Fund Regular Growth

Asset Allocation (%)