Sundaram Flexicap Fund Direct Plan IDCW Reinvestment
Sundaram Mutual Fund Equity Flexi Cap Fund
Expense Ratio
N/A
AUM
₹2.83 Cr
Plan Type
Direct
Market Cap
Flexi
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-43.42%
Poor
6 Months
-12.81%
Poor
1 Year
+1.06%
Poor
3 Years
+10.75%
Below Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 12 quarters
AUM Metrics
Key indicators
Current AUM
₹2.83 Cr
Recent Trend
Declining
Stability Score
15.3
Growth Assessment
Declining
Growth Performance
Historical returns
1Y
Annual Growth
-8.41%
3Y
3Y CAGR
+773.76%
5Y
5Y CAGR
N/A
Growth Assessment: Declining
• Temporary outflows - monitor performance
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
12.00%
Annualized standard deviation
Sharpe Ratio
0.324
Poor - Risk-adjusted return
Max Drawdown
-20.00%
Moderate - Worst decline
Consistency
74.1%
Performance consistency
Volatility Breakdown
Daily Volatility
0.76%
Average daily price movement
Annualized Volatility
12.00%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance