Sundaram Flexicap Fund
Direct · Growth ₹15.37
31 Jul 2026
NAV
15.0%
3Y CAGR
15.2%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
4.07
Sharpe
-15.7%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.79 L | 15.3% | -21.2% | 45.1% |
| 3 Years | ₹36.00 L | ₹42.97 L | 10.8% | 1.1% | 17.5% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 15.3% | 14.5% | 18.8% | +0.9% |
| 3 Years | 10.8% | 11.2% | 17.9% | -0.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.7% | 12.9% | -5.7% | 38.5% | 0.79 | 3.26 | 91% | — | — |
| 3 Years | 15.0% | 15.8% | 9.8% | 17.9% | 4.07 | — | 100% | — | — |
-15.7%
Max Drawdown
5 mo
Drawdown Duration
7 mo
Recovery Time
-3.4%
Avg Drawdown
Calmar Ratio by Duration
1.00
1Y
0.96
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +0.79 | 1.00 | 98.2% | 96.7% | -4.4% | -5.2% |
| 3 Years | +3.27 | 0.95 | 96.7% | 91.9% | 9.8% | 6.5% |
| 5 Years | +2.38 | 0.92 | 93.3% | 88.7% | 8.4% | 6.0% |
| 7 Years | +1.51 | 0.92 | 93.3% | 88.7% | 5.9% | 4.2% |
| 10 Years | +0.88 | 0.92 | 93.3% | 88.7% | 4.1% | 2.9% |
| 12 Years | +0.64 | 0.92 | 93.3% | 88.7% | 3.4% | 2.4% |
| 15 Years | +0.40 | 0.92 | 93.3% | 88.7% | 2.7% | 1.9% |
53
Total Holdings
42.1%
Top 10 Weight
29
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | HDFC Bank Ltd | 7.39% |
| 2 | ICICI Bank Ltd | 6.20% |
| 3 | Axis Bank Ltd | 4.50% |
| 4 | Bharti Airtel Ltd | 3.85% |
| 5 | State Bank of India | 3.69% |
| 6 | Larsen & Toubro Ltd | 3.59% |
| 7 | Kirloskar Oil Engines Ltd | 3.54% |
| 8 | Reliance Industries Ltd | 3.50% |
| 9 | Kotak Mahindra Bank Ltd | 2.96% |
| 10 | Infosys Ltd | 2.92% |