InvestVerdict
Sundaram Flexicap Fund
Regular Plan · GROWTH · Flexi Cap · Scheme code 150568
Fund houseSundaram Mutual Fund
CategoryFlexi Cap
Plan & optionRegular · GROWTH
History4.0 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.25 | 3.25 | -2.38 | -1.39 | 9.31 | — | — | — | 9.73 |
| Nifty 500 benchmark |
0.87 | 4.31 | 2.15 | 5.20 | 12.49 | 11.41 | — | — | 15.49 |
| Flexi Cap category median |
— | — | — | 3.27 | 12.72 | 11.29 | — | 12.83 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 12.1% | 0.23 | 0.32 | 0.91 | -1.91% | -16.2% | 94.57 |
| Nifty 500 benchmark |
17.2% | 0.35 | 0.47 | — | — | -37.3% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 47 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 146 | -6.3% | 11.0% | 34.1% | 14% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.