Aeterna Wealth
Flexi Cap · Regular plan · Growth

Sundaram Flexicap Fund (Regular)

Sundaram Mutual Fund · benchmark Nifty 500 TRI · 4.2 years old · AMFI code 150568

C
Track-record rating: 34 of 36 in Flexi Cap

C (bottom 30%), score 14.4 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months-0.5%2.5%-3.0%42 / 43
1 year-5.9%-1.0%-4.9%41 / 41
3 years (a year)8.5%12.0%-3.5%29 / 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, 3Y84
Down capture, 3Y94
Information ratio, 3Y-1.02
Jensen's alpha, 3Y-2.9%
Beta, 3Y0.90
Sharpe, 3Y0.12

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 (Regular plan)?

₹14.24 on 5 Nov 2026 (Growth option).

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

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

What return has Sundaram Flexicap Fund given over 3 years?

8.5% a year (Regular 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: 34 of 36 Regular 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.