NAV Growth

Growth of each fund's NAV over the selected period, rebased to 0%

Growth of each fund's NAV over the selected period, rebased to 0%

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Fund Details

Fund Details	Sundaram Flexi Cap Fund - Direct (G)
Fund Type	Equity
Risk	Very High
Min SIP Amount	₹100
Min Lumpsum	₹100
Expense Ratio	0.86%
NAV	₹15.51 (11 Nov 2026)
Fund Size	₹1,805.58 Cr
Fund Started	06 Sept 2022
Lock-in Period	No lock-in
Exit Load	If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.

Returns	Sundaram Flexi Cap Fund - Direct (G)
1M	7.05%
3M	-1.47%
6M	0.46%
1Y	-2.43%
3Y	10.18%
5Y	—
Since Inception	10.83%

Trailing risk-adjusted performance measures

Risk Ratio	Sundaram Flexi Cap Fund - Direct (G)
Alpha	-1.26
Beta	0.91
Sharpe	0.23
Standard Deviation	4.20

Holding Analysis	Sundaram Flexi Cap Fund - Direct (G)
Top 5 Holdings	25.10%
Top 10 Holdings	42.32%
Portfolio Turnover	35.20
Equity	99.94%
Debt	0.30%
Cash	—

Fund Manager	Sundaram Flexi Cap Fund - Direct (G)
Name	, ,

About	Sundaram Flexi Cap Fund - Direct (G)
AMC	Sundaram Mutual Fund
Scheme Category	Flexi Cap Fund
Benchmark	Nifty 500 TRI
Launch Date	16 Aug 2022