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Sundaram Flexicap Fund Regular Growth
Invest Now
Fund Manager: FM1- Mr. Bharath S; FM2 - Mr. Dwijendra Srivastava (Debt); FM3- Mr. Pathanjali Srinivasan |
Equity: Flexi Cap |
NIFTY 500 TRI
NAV as on 17-12-2025
AUM as on 28-11-2025
Rtn ( Since Inception )
13.38%
Inception Date
Sep 06, 2022
Expense Ratio
2.01%
Fund Status
Open Ended Scheme
Min. Investment
100
Min. Topup
100
Min. SIP Amount
100
Risk Status
very high
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
Fund Performance
3 and 6 Months returns are absolute
NAV Movement
Returns (%)
| 3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|
| Fund | 0.15 | 3.97 | 3.09 | 14.22 | 0.0 | 0.0 |
| NIFTY 500 TRI | 0.35 | 2.83 | 2.76 | 15.6 | 16.86 | 14.77 |
| Equity: Flexi Cap | -1.26 | 1.98 | -1.04 | 15.62 | 16.29 | 14.15 |
| Rank within Category | 11 | 10 | 9 | 23 | ||
| Number of Funds within Category | 41 | 40 | 39 | 32 |
Peer Comparison
| Return (%) | ||||||
|---|---|---|---|---|---|---|
| Scheme Name | AUM (crore) |
Expense Ratio |
1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| Sundaram Flexicap Fund Regular Growth | 2,149.11 | 2.01 | 3.09 | 14.22 | 0.0 | 0.0 |
| HDFC Flexi Cap Fund - Growth Plan | 93,973.35 | 1.35 | 7.83 | 20.75 | 23.68 | 16.57 |
| Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | 24,809.74 | 1.65 | 7.03 | 17.46 | 16.58 | 14.81 |
| ICICI Prudential Flexicap Fund - Growth | 20,032.22 | 1.67 | 5.96 | 18.94 | 0.0 | 0.0 |
| Tata Flexi Cap Fund -Regular Plan-Growth | 3,670.08 | 1.89 | 5.91 | 15.77 | 14.33 | 0.0 |
| BANDHAN Flexi Cap Fund - Regular Plan - Growth | 7,748.49 | 1.85 | 5.28 | 15.26 | 15.35 | 11.52 |
| Mirae Asset Flexi Cap Fund - Regular Plan - Growth | 3,431.58 | 1.89 | 4.7 | 0.0 | 0.0 | 0.0 |
| Parag Parikh Flexi Cap Fund - Regular Plan - Growth | 129,780.15 | 1.28 | 4.65 | 21.32 | 20.06 | 17.52 |
| Kotak Flexicap Fund - Growth | 56,039.86 | 1.44 | 4.18 | 15.79 | 15.7 | 14.27 |
| Canara Robeco Flexicap Fund - Regular Plan - Growth Option | 13,927.6 | 1.68 | 2.93 | 14.81 | 15.26 | 14.11 |
Yearly Performance (%)
Historical Returns (%)
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 24.1 | 5.86 |
| 0 | 0 | 0 | 0 | 0 | ||||||
| Equity: Flexi Cap | - |
Returns Calculator
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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.