MF Analyser

360 ONE Flexicap Fund vs Sundaram Flexicap Fund

360 ONE Flexicap Fund and Sundaram Flexicap Fund are both Flexi Cap funds. As of 6 Nov 2026 (Direct plan, Growth option): 3-year CAGR +17.98% vs +10.17%, 5-year CAGR — vs —, volatility 15.49% vs 14.50%, maximum drawdown −18.12% vs −15.66%. Their portfolios overlap by 18.3% (7 stocks held by both).

Showing the Direct plan, Growth option. Portfolio, sector and market-cap figures are the same for every plan and option of a fund.

Key facts

360 ONE FlexicapSundaram Flexicap
Fund house360 ONE Mutual FundSundaram Mutual Fund
Compared asFlexi CapFlexi Cap
NAV₹17.2424₹15.3136
NAV date6 Nov 20266 Nov 2026
Launched (first NAV)6 Jul 20237 Sep 2022
Track record3.3 yrs4.2 yrs
Fund size (AUM)₹2,246 Cr₹1,837 Cr
Securities held5853
Portfolio as of30 Sep 202630 Sep 2026
Fund pageFull record →Full record →

Returns

360 ONE FlexicapSundaram Flexicap
1 month+0.83%+5.63%
3 months−0.10%−1.80%
6 months+9.45%+0.13%
1 year+8.64%−2.96%
3 years (CAGR)+17.98%+10.17%
5 years (CAGR)——
7 years (CAGR)——
10 years (CAGR)——
Since launch (CAGR)+17.56%+10.74%
SIP return (XIRR, 5 years) ⓘ——

Up to one year: absolute return. Beyond one year: CAGR. Computed from each fund's own NAV history (AMFI), measured to the latest NAV.

Calendar-year returns

360 ONE FlexicapSundaram Flexicap
2026 (year to date)+8.98%−4.90%
2025+2.31%+8.64%
2024+28.96%+16.31%
2023—+26.25%

Risk

360 ONE FlexicapSundaram Flexicap
Volatility (annualised) ⓘ15.49%14.50%
Downside volatility ⓘ10.10%10.36%
Sharpe ratio ⓘ0.740.25
Sortino ratio ⓘ1.140.35
Maximum drawdown ⓘ−18.12%−15.66%
Recovery from that fall15 months7 months
Current fall from peak−0.74%−5.64%
Rolling 1-year return: worst−6.55%−11.54%
Rolling 1-year return: median+8.13%+11.31%
Rolling 1-year return: best+56.55%+37.52%
Share of 1-year periods with a loss13.32%15.68%

Against each fund's benchmark

360 ONE FlexicapSundaram Flexicap
Beta ⓘ0.960.90
Alpha (Jensen's, annualised) ⓘ+6.13%−1.25%
R² ⓘ89.1394.73
Upside capture116.05%88.05%
Downside capture88.40%90.48%
Tracking error5.27%3.66%
Information ratio1.26-0.45
Treynor ratio10.812.26

Portfolio

Asset mix

360 ONE FlexicapSundaram Flexicap
Equity96.77%99.32%
Cash & equivalents3.23%0.72%

Market-cap split (share of fund assets)

360 ONE FlexicapSundaram Flexicap
Large Cap45.19%62.44%
Mid Cap11.62%15.95%
Small Cap33.88%20.90%
Unclassified6.08%0.00%

Concentration

360 ONE FlexicapSundaram Flexicap
Top 10 holdings33.91%41.12%
Effective number of stocks ⓘ45.637.6
Securities held5853

Portfolio overlap: 18.3%

7 companies are held by both funds; by weight, 18.3% of the two portfolios is the same. That is a low overlap: the two portfolios are largely different.

Held by both360 ONE FlexicapSundaram Flexicap
ICICI Bank Limited4.63%6.46%
Axis Bank Limited3.35%4.44%
Kotak Mahindra Bank Limited2.75%3.41%
Bharti Airtel Limited2.52%3.79%
Eternal Limited3.69%2.22%
Tata Motors Ltd3.02%1.55%
State Bank of India1.31%3.59%

Top 10 holdings

360 ONE Flexicap

  1. ICICI Bank Limited4.63%
  2. INDO-MIM Ltd.3.99%
  3. Eternal Limited3.69%
  4. Redington Limited3.60%
  5. Axis Bank Limited3.35%
  6. Cholamandalam Investment and Finance Company Ltd3.22%
  7. Tata Motors Ltd3.02%
  8. Indus Towers Limited2.95%
  9. Kotak Mahindra Bank Limited2.75%
  10. Premier Energies Limited2.71%

Sundaram Flexicap

  1. ICICI Bank Limited6.46%
  2. HDFC Bank Limited5.88%
  3. Axis Bank Limited4.44%
  4. Bharti Airtel Limited3.79%
  5. Kirloskar Oil Engines Limited3.74%
  6. State Bank of India3.59%
  7. Larsen & Toubro Limited3.53%
  8. Reliance Industries Limited3.42%
  9. Kotak Mahindra Bank Limited3.40%
  10. Infosys Limited2.87%

Sector exposure

360 ONE FlexicapSundaram Flexicap
Banks14.60%27.70%
Finance10.89%2.31%
Electrical Equipment7.45%3.16%
Automobiles1.30%5.72%
Pharmaceuticals & Biotechnology5.52%3.20%
Telecom - Services5.47%3.79%
Industrial Products3.00%5.20%
IT - Software2.48%5.01%
Construction1.27%4.61%
Commercial Services & Supplies4.50%0.00%
Retailing4.49%3.46%
Auto Components4.42%1.92%
Industrial Manufacturing4.22%0.00%
Petroleum Products0.00%3.42%

Questions people ask

What is the difference between 360 ONE Flexicap and Sundaram Flexicap returns?

As of 6 Nov 2026, Direct plan Growth option: 1-year return +8.64% vs −2.96%; 3-year CAGR +17.98% vs +10.17%; 5-year CAGR — vs —; 10-year CAGR — vs —. Past returns do not indicate future returns.

How do 360 ONE Flexicap and Sundaram Flexicap compare on risk?

Volatility (36 monthly returns, annualised) 15.49% vs 14.50%; Sharpe ratio 0.74 vs 0.25; Sortino ratio 1.14 vs 0.35; maximum drawdown −18.12% vs −15.66%; beta 0.96 vs 0.90.

How much do 360 ONE Flexicap and Sundaram Flexicap overlap?

By weight, 18.3% of the two portfolios is invested in the same companies; 7 stocks are held by both, the largest shared positions being ICICI Bank Limited, Axis Bank Limited, Kotak Mahindra Bank Limited. Based on the portfolios disclosed for Sep 2026 and Sep 2026.

What is the large, mid and small cap split of 360 ONE Flexicap and Sundaram Flexicap?

360 ONE Flexicap: large cap 45.2%, mid cap 11.6%, small cap 33.9%. Sundaram Flexicap: large cap 62.4%, mid cap 16.0%, small cap 20.9% (share of the fund's assets, from its latest disclosed portfolio).

Is this a recommendation to choose one of these funds?

No. This page places the published figures of both funds side by side. It does not rank, rate or recommend either fund; which one suits an investor depends on their goals, horizon and risk tolerance.

More comparisons

All Flexi Cap comparisons → · Compare up to six funds yourself → · Every fund in this category → · All comparisons →

Sources: NAV from AMFI; returns, risk and ratios computed by MF Analyser from each fund's NAV history (risk on 36 monthly returns, risk-free rate 6.5%); benchmark ratios against each fund's benchmark total-return index; portfolios from each fund house's monthly disclosure. Returns and ratios as of 6 Nov 2026. IDCW options show no return or risk figures because payouts reduce the NAV and AMFI's file carries no payout history to add back. This page compares published figures only — it does not rank, rate or recommend either fund. Past performance does not indicate future returns; mutual fund investments are subject to market risks.