← Sundaram Mutual Fund
Sundaram Flexicap Fund Direct Plan IDCW Reinvestment
Open Ended Schemes(Equity Scheme - Flexi Cap Fund)Very High Risk★★★★★
NAV · 06-Jul-2026
₹12.7197
1M
+4.36%
6M
-12.60%
1Y (CAGR)
-14.03%
3Y (CAGR)
+4.65%
5Y (CAGR)
—
Since inception (CAGR)
+6.31%
NAV history
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Risk & SIP analytics
Q4 · 3Y in categoryVolatility (3y)
14.34%
Downside dev (3y)
13.00%
Max drawdown (3y)
-24.2%
Sharpe (3y)
-0.13
SIP XIRR (3y)
-4.22%
Calendar-year returns
2023 +26.3%2024 +10.3%2025 +2.2%
Fund facts
Fund managerS. Bharath · Sandeep Agarwal · Shalav Saket
AUM₹19,615 Cr
Expense ratio0.72% · 2026-05-31
TER · AMFI officialDirect 0.87% · Regular 2.18% (2026-06-30)
Launch date16-Aug-2022
Plan typeOpen Ended · Equity
Min lumpsum₹100
Min SIP₹100
Lock-inNone
Volatility13.36
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 ↗