ReviewDirect · Growth
Sundaram Flexicap Fund
Sundaram Mutual FundEquity Scheme - Flexi Cap Fund4 years
The scheme seeks to generate capital appreciation by dynamically investing in a mix of equity and equity related instruments across market capitalization.
- NAV
- 14.6571
- 15 Sept 2026
- 1Y
- -4.2%
- Trailing CAGR
- Upside capture
- +90%
- Vs NIFTY 500 TRI
- Downside capture
- +86%
- Lower is better
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-4.2%
- 3Y+8.3%
- 5Yn/a
- 10Yn/a
- SI+10.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-5.9%
- 3Y+3.0%
- 5Yn/a
- 10Yn/a
- Since inception
- +10.4%
- Calendar-day CAGR
- Excess 1Y
- -7.3%
- Category median, same plan and option
- 3Y win rate
- +0%
- Windows beating the median
- 3Y percentile
- 17
- Vs comparable share classes
- Worst rolling 3Y
- +8.3%
- 251 daily-ending windows
- Median rolling 3Y
- +15.3%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +3.0%
- Simulated monthly SIP
Official benchmark
Date-aligned against NIFTY 500 TRI. Capture ratios use common month-end observations through 15 Sept 2026.
- 1Y excess
- -4.1%
- Fund minus TRI
- 3Y excess
- -1.8%
- Fund minus TRI
- Upside capture
- +90%
- Benchmark-up months
- Downside capture
- +86%
- Lower is better
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 12 days
- 48 recovered episodes
- Longest recovery
- 198 days
- Trough to prior peak
- Current spell
- 252 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
26 Sept 2024 – 17 Sept 2025
Trough 3 Mar 2025 · recovered in 198 days
-15.7%
2 Jan 2026 – open
Trough 31 Mar 2026 · not recovered
-15.1%
14 Dec 2022 – 26 May 2023
Trough 28 Mar 2023 · recovered in 59 days
-9.0%
15 Sept 2023 – 29 Nov 2023
Trough 26 Oct 2023 · recovered in 34 days
-6.6%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
17
Vs category
4
Consistency
20
Risk-adjusted
48
Drawdown
61
Mean
30
Portfolio
31 Aug 2026 · 55 holdings · top 10 are 40.7%.
- Top 5
- 23.9%
- Top 10
- 40.7%
- Largest holding
- 6.7%
- Effective holdings
- 38.1
ICICI Bank Ltd
Financial
6.7%
HDFC Bank Ltd
Financial
5.5%
Axis Bank Ltd
Financial
4.4%
State Bank of India
Financial
3.7%
Bharti Airtel Ltd
Technology
3.7%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Parag Parikh Flexi Cap Fund
PPFAS Mutual Fund
- 1Y
- -4.7%
- 3Y
- +11.9%
- Vol
- 11.9%
- Max DD
- -31.2%
- Sharpe
- 1.03
- 3Y win
- +88%
- Lower volatility
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown
Capitalmind Flexi Cap Fund
Capitalmind Mutual Fund
- 1Y
- +5.3%
- 3Y
- n/a
- Vol
- 11.3%
- Max DD
- -9.2%
- Sharpe
- 0.01
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher TER · Lower trailing returns
BANK OF INDIA FLEXI CAP FUND
Bank of India Mutual Fund
- 1Y
- +13.3%
- 3Y
- +18.7%
- Vol
- 16.6%
- Max DD
- -23.7%
- Sharpe
- 1.20
- 3Y win
- +100%
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Navi Flexi Cap Fund
Navi Mutual Fund
- 1Y
- +8.6%
- 3Y
- +10.1%
- Vol
- 16.9%
- Max DD
- -37.9%
- Sharpe
- 0.55
- 3Y win
- +35%
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
PGIM India Flexi Cap Fund
PGIM India Mutual Fund
- 1Y
- -1.1%
- 3Y
- +9.4%
- Vol
- 15.8%
- Max DD
- -36.4%
- Sharpe
- 0.56
- 3Y win
- +53%
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown