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Sundaram Flexi Cap Fund
Fund Overview
| AUM (Fund size) | ₹2,130 Cr |
| Exit load | 1.0% |
| Lock-in Period | Nil |
| Age | 3 yrs 3 m since Aug 16, 2022 |
| Benchmark | NIFTY 500 TRI |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 2.01% as on Oct 31, 2025 |
| Plan type | Regular |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Sundaram Flexi Cap Fund | 1.04% | 5.31% | 6.26% | 14.43% | N.A. | N.A. |
| HDFC Flexi Cap Fund | 0.4% | 5.78% | 10.15% | 21.07% | 25.97% | 16.61% |
| JM Flexicap Fund | -1.19% | 1.42% | -3.95% | 20.49% | 22.13% | 17.0% |
| Parag Parikh Flexi Cap Fund | -0.93% | 4.17% | 7.9% | 20.73% | 20.75% | 17.51% |
| Franklin India Flexi Cap Fund | 0.56% | 2.9% | 4.15% | 17.72% | 21.07% | 14.42% |
| Bank of India Flexi Cap Fund | -0.98% | 5.08% | -0.28% | 20.62% | 22.48% | 13.42% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Sundaram Flexi Cap Fund | 11.57 | 0.85 | 0.69 | 1.15 |
| HDFC Flexi Cap Fund | 10.59 | 0.78 | 1.36 | 2.20 |
| JM Flexicap Fund | 14.65 | 1.00 | 1.00 | 1.36 |
| Parag Parikh Flexi Cap Fund | 8.40 | 0.56 | 1.60 | 2.27 |
| Franklin India Flexi Cap Fund | 12.38 | 0.92 | 0.89 | 1.31 |
| Bank of India Flexi Cap Fund | 17.05 | 1.16 | 0.91 | 1.32 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| Sundaram Flexi Cap Fund | 2,130 Cr | 3 yrs 3 m | 2.01% |
| HDFC Flexi Cap Fund | 91,041 Cr | 30 yrs 11 m | 1.36% |
| JM Flexicap Fund | 6,080 Cr | 17 yrs 3 m | 1.78% |
| Parag Parikh Flexi Cap Fund | 1,25,800 Cr | 12 yrs 6 m | 1.28% |
| Franklin India Flexi Cap Fund | 19,796 Cr | 31 yrs 2 m | 1.69% |
| Bank of India Flexi Cap Fund | 2,261 Cr | 5 yrs 5 m | 1.98% |