TickerKhojSundaram Mutual Fund · Equity · Flexi Cap · Direct plan
Sundaram Flexicap Fund - Direct Plan - Growth
₹14.3481NAV on 30 Oct 2026Expense ratio 0.86%
29 Oct 2025NAV low 13.78 · high 16.23-10.7%
In plain words
Over 3 years it returned +8.5% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -15.7%.
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 | -1.2% | +1.9% |
| 3 months | -6.5% | -5.1% |
| 6 months | -5.3% | -3.2% |
| 1 year | -10.2% | -10.2% |
| 3 years (yearly) | +8.5% | +7.4% |
| Since start (yearly) | +9.1% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,11,811 | -11.0% |
| 3 years | ₹3,60,000 | ₹3,60,794 | +0.1% |
Other plan of this fund: Sundaram Flexicap Fund - Regular Plan - Growth