Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Sundaram Flexicap Fund Regular Plan IDCW Reinvestment
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 4/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 57/100 · Average
How this score is calculated
- Star rating (35%)4/5
- 3Y CAGR (30%)0.14%
- Expense ratio (20%)0.88%
- AUM (15%)₹24,100 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Sundaram Mutual Fund · Equity · Flexi Cap Fund
₹11.61
AUM: ₹24,099 Cr
NAV updated 5 days ago
Plan
Regular
Option
Idcw
Risk
High
Expense Ratio
0.88%
Exit Load
Exit load of 1%, if redeemed within 1 month.
Fund Manager
Rajat Chandak
Inception
Jul 2021
Benchmark
BSE 500 Total Return Index
Sharpe Ratio
-1.43
Std Dev (1Y)
16.53%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-3.29%
3m
-1.96%
6m
-6.48%
1y
-19.0%
3y
+0.14%
5y
+16.91%
10y
+17.26%
since inception
+3.73%
TopFund's Take on Sundaram Flexicap Fund Regular Plan IDCW Reinvestment
Sundaram Flexicap Fund Regular Plan IDCW Reinvestment sits in the middle of the pack for Flexi Cap Fund funds, backed by a 4-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 57/100.
Cost: At 0.88%, the expense ratio runs 49% above the Flexi Cap Fund category average of 0.59%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.43 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 16.53% is fairly typical for Flexi Cap Fund funds.
Who should invest: This fund is best suited to investors who want the fund manager to freely allocate across large, mid and small caps rather than being boxed into one segment. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Sundaram Flexicap Fund Regular Plan IDCW Reinvestment
The current NAV (Net Asset Value) of Sundaram Flexicap Fund Regular Plan IDCW Reinvestment is ₹11.61. NAV is updated every business day after market close by AMFI.
1Y: -19.0% · 3Y CAGR: 0.14% · 5Y CAGR: 16.91%
The expense ratio of Sundaram Flexicap Fund Regular Plan IDCW Reinvestment is 0.88% per annum. This is the annual fee charged by the fund to manage your investment.
Sundaram Flexicap Fund Regular Plan IDCW Reinvestment is managed by Rajat Chandak at Sundaram Mutual Fund.
Sundaram Flexicap Fund Regular Plan IDCW Reinvestment is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, Sundaram Flexicap Fund Regular Plan IDCW Reinvestment is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in Sundaram Flexicap Fund Regular Plan IDCW Reinvestment with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Sundaram Flexicap Fund Regular Plan IDCW Reinvestment is ₹24,100 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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