Sundaram Flexicap Fund Regular Plan IDCW Payout
Fund House: Sundaram Mutual Fund| Category: Equity: Flexi Cap |
| Launch Date: 06-09-2022 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.01% As on (31-10-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 2,129.78 Cr As on 31-10-2025(Source:AMFI) |
| Turn over: 35% | Exit Load: Nil - If up to 25% of the units redeemed or withdrawn by way of SWP within 365 days; 1 % if more than 25 % are redeemed within 365 days; NIL in case of redemption after 365 days; the exit load will be calculated on First in First out (FIFO) basis. |
14.527
0 (0.0041%)
13.98%
Benchmark: 12.5%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
An open ended scheme investing in a dynamic mix of equity and equity related instruments across large cap, midcap and small cap stocks
Current Asset Allocation (%)
Indicators
| Standard Deviation | |
| Sharpe Ratio | |
| Alpha | |
| Beta | |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Sundaram Flexicap Fund Regular Plan IDCW Payout | 06-09-2022 | 7.3 | 14.95 | 14.28 | - | - |
| HDFC Flexi Cap Fund - Growth Plan | 01-01-1995 | 11.46 | 22.91 | 20.98 | 26.04 | 16.44 |
| Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | 14-08-1998 | 10.27 | 19.53 | 17.13 | 17.84 | 14.76 |
| ICICI Prudential Flexicap Fund - Growth | 07-07-2021 | 9.88 | 19.72 | 19.15 | - | - |
| Mirae Asset Flexi Cap Fund - Regular Plan - Growth | 07-02-2023 | 9.28 | 17.69 | - | - | - |
| Kotak Flexicap Fund - Growth | 05-09-2009 | 9.27 | 18.81 | 16.49 | 17.27 | 14.34 |
| Parag Parikh Flexi Cap Fund - Regular Plan - Growth | 05-05-2013 | 9.23 | 18.54 | 20.95 | 20.76 | 17.4 |
| Helios Flexi Cap Fund - Regular Plan - Growth Option | 13-11-2023 | 8.94 | 22.22 | - | - | - |
| Tata Flexi Cap Fund -Regular Plan-Growth | 05-08-2018 | 8.53 | 15.73 | 16.05 | 15.73 | - |
| BANDHAN Flexi Cap Fund - Regular Plan - Growth | 14-09-2005 | 8.29 | 15.9 | 14.99 | 16.88 | 11.61 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
11.62%
Others
5.56%
Large Cap
72.72%
Mid Cap
10.1%
