Sundaram Mutual Fund · Equity · Flexi Cap · Regular plan
Sundaram Flexicap Fund - Regular Plan - Growth
₹13.482NAV on 30 Oct 2026Expense ratio 2.17%
29 Oct 2025NAV low 13.05 · high 15.42-11.9%
In plain words
Over 3 years it returned +7.0% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -16.2%.
On 3-year return it ranks 34 of 36 funds in Flexi Cap.
A monthly SIP over 3 years ended ₹8,132 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -1.3% | +1.9% |
| 3 months | -6.8% | -5.1% |
| 6 months | -5.9% | -3.2% |
| 1 year | -11.4% | -10.2% |
| 3 years (yearly) | +7.0% | +7.4% |
| Since start (yearly) | +7.4% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,10,922 | -12.2% |
| 3 years | ₹3,60,000 | ₹3,52,662 | -1.3% |
Other plan of this fund: Sundaram Flexicap Fund - Direct Plan - Growth