EquityFlexi Cap FundDirect · Growth
Sundaram Flexicap Fund Direct Growth
Sundaram · Scheme 150571
₹15.56▼ 0.42%NAV · 2026-08-05
Average FundScore
AUM
—
Expense ratio
—
3Y CAGR
11.3%
Risk level
Moderately High
Min SIP
—
Benchmark
Nifty 500 TRI
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +1.77% |
| 3 Months | +2.79% |
| 6 Months | -1.32% |
| 1 Year | +0.80% |
| 3 Years (CAGR) | +11.30% |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +11.95% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns22
Consistency66
Risk-adjusted41
Downside protection73
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 2.1%
- ✓ Volatility: 12% annualised
- ✓ Max drawdown: -16%
- ✓ Direct plan: no distributor commission
What to watch
- • 3Y CAGR vs category: -2.8% vs category avg
- • 1Y return: +0.8%
- • Beat category: beat category in 25% of windows
- • Sharpe ratio: 0.47
Risk metrics
Sharpe ratio
0.47
Sortino ratio
0.61
Volatility
12.37%
Max drawdown
-15.66%
Downside capture
91.10%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.