Aeterna Wealth
Flexi Cap · Direct plan · Growth

Sundaram Flexicap Fund (Direct)

Sundaram Mutual Fund · benchmark Nifty 500 TRI · 4.2 years old · AMFI code 150571

C
Track-record rating: 33 of 36 in Flexi Cap

C (bottom 30%), score 21.2 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months0.1%2.5%-2.4%43 / 44
1 year-4.7%-1.0%-3.6%42 / 42
3 years (a year)10.1%12.0%-1.9%26 / 36
5 years (a year)––––

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y13.4%
Up capture, 3Y88
Down capture, 3Y90
Information ratio, 3Y-0.58
Jensen's alpha, 3Y-1.4%
Beta, 3Y0.91
Sharpe, 3Y0.23

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Sundaram Flexicap Fund (Direct plan)?

₹15.16 on 5 Nov 2026 (Growth option).

What is the expense ratio of Sundaram Flexicap Fund (Direct)?

0.86% a year; the Regular plan's is 2.17%.

What return has Sundaram Flexicap Fund given over 3 years?

10.1% a year (Direct plan) over the 3 years to 5 Nov 2026, against 12.0% for the Nifty 500 total-return index.

How is Sundaram Flexicap Fund rated?

C: 33 of 36 Direct plans in Flexi Cap, on its track record. This describes the past and is not a recommendation.

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Sundaram Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.