Sundaram Flexicap Fund - Direct Plan - GROWTH
code 150571 Flexi Cap Fund direct plan · growth NAVs 2022-09-07 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2022-09-07, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 7.05% | -5.39% | -6.04% | 0.65% | 2026-10-09 → 2026-11-09 |
| 3M | -1.47% | -3.89% | -3.61% | -0.28% | 2026-08-07 → 2026-11-09 |
| 6M | 0.46% | 2.82% | 5.81% | -3.00% | 2026-05-08 → 2026-11-09 |
| 1Y | -2.42% | -5.16% | -1.79% | -3.37% | 2025-11-07 → 2026-11-09 |
| 3Y | 10.18% | 7.89% | 9.55% | -1.67% | 2023-11-09 → 2026-11-09 |
| 5Y | - | - | - | - | |
| 7Y | - | - | - | - | |
| 10Y | - | - | - | - | |
| since inception | 10.80% | 9.63% | 10.46% | -0.83% | 2022-09-07 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2023 | 2024 | 2025 |
|---|---|---|---|
| fund | 26.25% | 16.31% | 8.64% |
| benchmark | 26.91% | 16.24% | 7.76% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 749 | 14.62% | 11.74% | -6.70% | 38.40% | 87% | 48% |
| 3 years | 260 | 14.10% | 15.15% | 7.42% | 17.87% | 100% | 24% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | |
|---|---|
| CAGR | 8.54% |
| volatility | 14.55% |
| max drawdown | -15.66% |
| downside deviation | 10.28% |
| Sharpe ratio | 0.23 |
| Sortino ratio | 0.33 |
| Calmar ratio | 0.55 |
| alpha (annualised) | - |
| beta | - |
| R² | - |
| tracking error | - |
| information ratio | - |
| up / down capture | - |
| Treynor ratio | - |
36 months: benchmark lacks some months of the window: no relative metrics
Category: Flexi Cap Fund
Overall ★★☆☆☆ (3y ★★☆☆☆ · 5y - · 10y -) · as of 2026-10 · 49 months of history
| percentile rank (1 = best) | 3 years of 36 funds |
|---|---|
| return | 92nd |
| volatility | 18th |
| Sharpe | 92nd |
| Sortino | 92nd |
| worst fall | 12th |
| risk-adjusted return (MRAR) | 89th |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.