Sundaram Flexicap Fund Regular Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Delivered positive returns in 100% of 3-year investment horizons.
- Equities carry market risk; returns fluctuate and recommended investment horizon is 5+ years.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +7.95% | +6.72% | +1.23% |
| 3 Months | -0.48% | +0.95% | -1.43% |
| 6 Months | +2.44% | +7.48% | -5.04% |
| 1 Year | -3.48% | +3.87% | -7.35% |
| 3 Years CAGR | +8.91% | +12.91% | -4.00% |
| Since Inception | +9.40% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in Sundaram Flexicap Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | -4.76% | +3.55% | -8.31% |
| 2025 | +7.16% | +3.91% | +3.25% |
| 2024 | +14.63% | +18.52% | -3.89% |
| 2023 | +24.10% | +28.78% | -4.68% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -12.71% | +12.13% | +9.62% | +35.29% | 81.2% | 33.0% |
| 3-Year Rolling | +5.72% | +11.89% | +12.95% | +16.10% | 100.0% | 0.0% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2024-09-26 | 2025-03-03 | -16.2% | 5 months | 8 months |
| 2026-01-02 | 2026-03-31 | -15.3% | 3 months | Not yet recovered |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equities and equity related instruments 65% to 100% Debt & Money Market Instruments 0% to 35% Units issued by REITs/InVITs 0%-10% Overseas Securities (including ETFs) 0%-30% | Per Scheme Mandate |
Investment Objective & Strategy
An open ended scheme investing in a dynamic mix of equity and equity related instruments across large cap, midcap and small cap stocks
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 1,948 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Flexi Cap schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Flexi Cap Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| SBI Flexicap Fund | 3.3 | +9.24% | 2.03% | 89.4% | Rs 22,727 cr | Compare → |
| NJ Flexi Cap Fund | 2.7 | +8.07% | 2.26% | 103.2% | Rs 2,747 cr | Compare → |
| Tata Flexi Cap Fund | 4.0 | +9.42% | 2.10% | 85.3% | Rs 3,666 cr | Compare → |
| Shriram Flexi Cap Fund | 1.9 | +6.05% | 2.60% | 114.0% | Rs 130 cr | Compare → |
| Nippon India Flexi Cap Fund | 4.7 | +9.70% | 1.83% | 106.8% | Rs 9,682 cr | Compare → |
Frequently Asked Questions about Sundaram Flexicap Fund
What is the expense ratio of Sundaram Flexicap Fund?
Sundaram Flexicap Fund has a total expense ratio (TER) of 2.17% with a base expense ratio of 1.77%, compared to the Flexi Cap category median of 2.17%.
Who manages Sundaram Flexicap Fund?
Sundaram Flexicap Fund is managed by Bharath S.
What are the historical returns of Sundaram Flexicap Fund?
Sundaram Flexicap Fund delivered a 3-year CAGR of 8.91%. Its 1-year return stands at -3.48%.
How large is Sundaram Flexicap Fund?
Sundaram Flexicap Fund manages assets of Rs 1,948 cr, placing it in the 'comfortable' size band relative to Flexi Cap peers.
How is Sundaram Flexicap Fund scored on MFIQ?
Sundaram Flexicap Fund holds an MFIQ Score of 3.8/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Sundaram Flexicap Fund?
Sundaram Flexicap Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 13.40% with a maximum historical drawdown of -16.17%.