Research & DIY Experimentation Only: This site is for educational and informational purposes only. No assurance is provided on data correctness and it is not SEBI-registered investment advice.
MF_150571

Sundaram Flexicap Fund Direct Growth

Equity Scheme - Flexi Cap Fund

Back to Home
End Amount
₹14,329.61
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
9.06%
MF_150571 Return
Benchmark CAGR
7.87%
Nifty 50
Inflation Adj. CAGR
4.68%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
0.99
Volatility vs Benchmark
Sharpe Ratio
0.37
Risk-Adjusted Return
Sortino Ratio
0.55
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 56% 13% 12%
60 days 64% 8% 8%
90 days 66% 7% 6%
180 days 69% 5% 3%
1Yr 88% 3% 1%
3Yr 100% 2% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Sundaram Flexicap Fund Direct Growth Nifty 50
30 days -13.9% | -55.2% | 13.6% | 138.5% 26.6% | -53.3% | 10.2% | 143.6%
60 days -32.8% | -40.9% | 12.2% | 84.3% -23.0% | -41.0% | 8.6% | 87.5%
90 days -29.2% | -36.9% | 12.9% | 65.9% -25.0% | -30.7% | 11.2% | 59.5%
1 Year -10.2% | -6.7% | 11.3% | 34.9% -10.0% | -8.2% | 9.7% | 31.1%
3 Years 8.5% | 7.6% | 14.6% | 17.4% 7.7% | 6.0% | 11.8% | 15.0%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 4 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Dec. 14, 2022 May 26, 2023 163 days 9% Nifty 50: 9% 10376 9438 10434
Sept. 15, 2023 Nov. 29, 2023 75 days 7% Nifty 50: 7% 11807 11031 11889
Sept. 26, 2024 Sept. 17, 2025 356 days 16% Nifty 50: 15% 15763 13294 15800
Jan. 2, 2026 Oct. 30, 2026 301 days 15% Nifty 50: 15% 16208 13767 14330