← Sundaram Mutual Fund
Sundaram Flexicap Fund Regular Plan IDCW Reinvestment
Open Ended Schemes(Equity Scheme - Flexi Cap Fund)Very High Risk★★★★★
NAV · 06-Jul-2026
₹11.9914
1M
+4.24%
6M
-13.19%
1Y (CAGR)
-15.26%
3Y (CAGR)
+3.13%
5Y (CAGR)
—
Since inception (CAGR)
+4.69%
NAV history
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Risk & SIP analytics
Q4 · 3Y in categoryVolatility (3y)
14.35%
Downside dev (3y)
13.01%
Max drawdown (3y)
-26.0%
Sharpe (3y)
-0.23
SIP XIRR (3y)
-5.64%
Calendar-year returns
2023 +24.1%2024 +8.7%2025 +0.7%
Fund facts
Fund managerS. Bharath · Sandeep Agarwal · Shalav Saket
AUM₹19,615 Cr
TER · AMFI officialDirect 0.87% · Regular 2.18% (2026-06-30)
Launch date16-Aug-2022
Plan typeOpen Ended · Equity
Min lumpsum100
Lock-inNone
Volatility12.34
AMCSundaram Asset Management Company Ltd
Objective · To generate capital appreciation by dynamically investing in a mix of equity and equity related instruments across market capitalization (i.e., large, mid and small cap stocks).
scheme documents ↗