Sundaram Flexicap Fund Direct Growth

Scheme code: INF903JA1LE2 NAV value: ₹ 14.2542 NAV date: 19 March, 2026 TER: 0.71%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Flexi Cap Fund

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-2.79	38.53	15.63	17.90	12.89
3 year	14.20	17.88	16.57	16.41	15.13

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	17.9
3 year	6.28	30.95	15.04	16.41
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	17.9
3 year	6.56	19.64	13.57	16.41
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	17.9
3 year	7.68	21.49	15.06	16.41
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	17.9
3 year	8.04	32.03	17.81	16.41
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,94,375 - Absolute Returns: ₹94,375 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,21,553 - Absolute Returns: ₹8,21,553 - CAGR: %

Max Drawdown

-15.66 %

Drawdown Duration

5 months

Recovery Time

7 months

Avg Drawdown

-2.94 %

1 Y

1.1428

3 Y

1.0477

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	2.67	0.93	95.2	91.1	6.84 %	4.00 %
3 years	4.00	0.93	95.3	89.5	14.94 %	11.28 %
5 years	1.86	0.90	91.9	87.4	7.58 %	5.63 %
7 years	1.12	0.90	91.9	87.4	5.36 %	3.99 %
10 years	0.56	0.90	91.9	87.4	3.72 %	2.78 %
12 years	0.36	0.90	91.9	87.4	3.09 %	2.31 %
15 years	0.15	0.90	91.9	87.4	2.46 %	1.84 %