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: 2.03% As on (31-05-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 205.56 Cr As on (30-05-2025)
Turn over: 35

NAV as on 23-06-2025

14.5701

-0.05 (-0.3569%)

CAGR Since Inception

14.37%

NIFTY 500 TRI 12.52%

PERFORMANCE of Sundaram Flexicap Fund Regular Growth

Scheme Performance (%) Data as on - 23-06-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Sundaram Flexicap Fund Regular Growth	7.31	-	-	-	14.37
NIFTY 500 TRI	4.31	21.53	22.93	14.03	12.52
Equity: Flexi Cap	3.71	21.68	21.91	13.72	16.29

Yearly Performance (%)

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Fund Managers

FM1 - Sudhir Kedia; FM2- Mr. Bharath S; FM3 - Mr. Dwijendra Srivastava (Debt); FM4- 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.

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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				-	-
Equity: Flexi Cap	-	-	-	-	-	-

PEER COMPARISION of Sundaram Flexicap Fund Regular Growth

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Period

Data as on - 23-06-2025

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	7.31	17.8	0.0	0.0	0.0
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	08-04-2014	12.82	31.98	27.97	21.57	13.32
Parag Parikh Flexi Cap Fund - Regular Plan - Growth	05-05-2013	11.48	23.63	24.51	25.28	17.42
HDFC Flexi Cap Fund - Growth Plan	01-01-1995	9.99	26.56	27.78	28.85	15.4
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth	05-08-2022	9.57	23.55	0.0	0.0	0.0
Invesco India Flexi Cap Fund - Growth	05-02-2022	9.54	28.78	27.48	0.0	0.0
Tata Flexi Cap Fund -Regular Plan-Growth	05-08-2018	8.6	20.77	19.83	19.09	0.0
UTI - Flexi Cap Fund-Growth Option	05-08-2005	8.26	15.03	14.97	18.43	12.24
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	14-08-1998	8.13	22.08	21.78	22.02	14.04
Franklin India Flexi Cap Fund - Growth	29-09-1994	6.59	24.61	24.39	25.69	13.96

PORTFOLIO ANALYSIS of Sundaram Flexicap Fund Regular Growth

Asset Allocation (%)