Sundaram Large And Midcap Fund Overview
Category Large & Mid Cap Fund
BMSMONEY Rank 16
BMSMONEY Rating
Gro. Opt. As On: 14-01-2025
NAV ₹80.23(R) +0.91% ₹89.77(D) +0.91%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 12.5% 11.08% 16.49% 13.09% 13.72%
LumpSum (D) 13.72% 12.33% 17.89% 14.41% 14.85%
SIP (R) 2.36% 17.29% 17.85% 16.46% 15.4%
SIP (D) 3.5% 18.6% 19.23% 17.79% 16.65%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.52 0.28 0.57 -2.01% 0.08
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
13.46% -16.94% -15.46% 0.93 9.21%
Top Large & Mid Cap Fund
Fund Name Rank Rating
motilal oswal large and midcap fund 1
Bandhan Core Equity Fund 2
UTI Large & Mid Cap Fund 3
Invesco India Large & Mid Cap Fund 4
HSBC Large & Mid Cap Fund 5
Nippon India Vision Fund 6

NAV Date: 14-01-2025

Scheme Name NAV Rupee Change Percent Change
Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) 29.03
0.2600
0.9100%
Sundaram Large and Midcap Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) 33.18
0.3000
0.9100%
Sundaram Large and Midcap Fund Regular Plan - Growth 80.23
0.7200
0.9100%
Sundaram Large and Midcap Fund Direct Plan - Growth 89.77
0.8100
0.9100%

Review Date: 14-01-2025

Sundaram Large And Midcap Fund has shown poor performance in the Large & Mid Cap Fund category. The fund has rank of 16 out of 26 funds in the category. The fund has delivered return of 12.5% in 1 year, 11.08% in 3 years, 16.49% in 5 years and 13.72% in 10 years. The category average for the same periods is 14.75%, 13.96%, 19.26% and 14.06% respectively, which shows average return performance of fund in the category. The fund has exhibited standard deviation of 13.46, VaR of -16.94, Average Drawdown of -6.06, Semi Deviation of 9.21 and Max Drawdown of -15.46. The category average for the same parameters is 13.65, -16.6, -6.7, 9.52 and -13.16 respectively. The fund has low risk in the category.

Key Points:

  1. An investment of ₹10,000 in Sundaram Large And Midcap Fund direct growth option would have grown to ₹11372.0 in 1 year, ₹14174.0 in 3 years and ₹22769.0 in 5 years as of today (14-01-2025).
  2. An SIP of ₹1,000 per month in Sundaram Large And Midcap Fund direct growth option would have grown to ₹12227.0 in 1 year, ₹47362.0 in 3 years and ₹96932.0 in 5 years as of today (14-01-2025).
  3. standard deviation of 13.46 and based on VaR one can expect to lose more than -16.94% of current value of fund in one year.
  4. Sharpe ratio of the fund is 0.52 which shows average performance of fund in the large & mid cap fund category.
  5. The fund has R-square of 0.96, Beta of 0.93 and Jensen's Alpha of -2.01% which exhibit average performance in the large & mid cap fund category .


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -8.79
-8.37
-12.62 | -5.10 19 | 29 Average
3M Return % -8.53
-8.68
-11.22 | -6.61 15 | 29 Good
6M Return % -5.19
-5.14
-12.80 | 4.90 17 | 29 Average
1Y Return % 12.50
14.75
7.07 | 28.66 17 | 27 Average
3Y Return % 11.08
13.96
4.93 | 21.52 21 | 26 Average
5Y Return % 16.49
19.26
14.03 | 24.37 22 | 25 Poor
7Y Return % 13.09
13.41
9.33 | 15.93 14 | 20 Average
10Y Return % 13.72
14.06
11.37 | 17.17 10 | 17 Good
15Y Return % 12.39
13.55
10.32 | 18.21 12 | 15 Average
1Y SIP Return % 2.36
3.35
-6.94 | 20.23 18 | 27 Average
3Y SIP Return % 17.29
20.03
13.45 | 32.56 18 | 26 Average
5Y SIP Return % 17.85
20.09
13.76 | 28.11 18 | 25 Average
7Y SIP Return % 16.46
18.18
13.24 | 21.36 15 | 20 Average
10Y SIP Return % 15.40
16.25
12.27 | 18.75 13 | 17 Average
15Y SIP Return % 14.84
15.54
13.13 | 18.88 10 | 15 Average
Standard Deviation 13.46
13.65
12.28 | 16.51 11 | 26 Good
Semi Deviation 9.21
9.52
8.49 | 11.29 9 | 26 Good
Max Drawdown % -15.46
-13.16
-23.27 | -8.21 20 | 26 Average
VaR 1 Y % -16.94
-16.60
-20.83 | -13.55 17 | 26 Average
Average Drawdown % -6.06
-6.70
-15.34 | -4.18 13 | 26 Good
Sharpe Ratio 0.52
0.71
0.06 | 1.29 20 | 26 Average
Sterling Ratio 0.57
0.76
0.24 | 1.10 22 | 26 Poor
Sortino Ratio 0.28
0.38
0.06 | 0.70 20 | 26 Average
Jensen Alpha % -2.01
1.24
-6.21 | 10.47 21 | 26 Average
Treynor Ratio 0.08
0.11
0.01 | 0.20 20 | 26 Average
Modigliani Square Measure % 15.06
17.78
7.29 | 26.24 19 | 26 Average
Alpha % -3.53
-0.20
-6.00 | 8.79 20 | 26 Average
Return data last Updated On : Jan. 14, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -8.72 -8.28 -12.55 | -5.00 19 | 29
3M Return % -8.29 -8.42 -10.89 | -6.20 14 | 29
6M Return % -4.68 -4.59 -12.24 | 5.56 16 | 29
1Y Return % 13.72 16.05 8.46 | 30.34 17 | 27
3Y Return % 12.33 15.28 5.80 | 23.24 21 | 26
5Y Return % 17.89 20.63 15.01 | 26.01 23 | 25
7Y Return % 14.41 14.60 10.32 | 17.18 14 | 20
10Y Return % 14.85 15.14 12.23 | 18.16 10 | 17
1Y SIP Return % 3.50 4.56 -5.70 | 21.83 17 | 27
3Y SIP Return % 18.60 21.41 14.39 | 34.39 18 | 26
5Y SIP Return % 19.23 21.49 14.74 | 29.97 18 | 25
7Y SIP Return % 17.79 19.42 14.21 | 22.91 15 | 20
10Y SIP Return % 16.65 17.32 13.29 | 19.92 12 | 17
Standard Deviation 13.46 13.65 12.28 | 16.51 11 | 26
Semi Deviation 9.21 9.52 8.49 | 11.29 9 | 26
Max Drawdown % -15.46 -13.16 -23.27 | -8.21 20 | 26
VaR 1 Y % -16.94 -16.60 -20.83 | -13.55 17 | 26
Average Drawdown % -6.06 -6.70 -15.34 | -4.18 13 | 26
Sharpe Ratio 0.52 0.71 0.06 | 1.29 20 | 26
Sterling Ratio 0.57 0.76 0.24 | 1.10 22 | 26
Sortino Ratio 0.28 0.38 0.06 | 0.70 20 | 26
Jensen Alpha % -2.01 1.24 -6.21 | 10.47 21 | 26
Treynor Ratio 0.08 0.11 0.01 | 0.20 20 | 26
Modigliani Square Measure % 15.06 17.78 7.29 | 26.24 19 | 26
Alpha % -3.53 -0.20 -6.00 | 8.79 20 | 26
Return data last Updated On : Jan. 14, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.91 ₹ 10,091.00 0.91 ₹ 10,091.00
1W -5.17 ₹ 9,483.00 -5.15 ₹ 9,485.00
1M -8.79 ₹ 9,121.00 -8.72 ₹ 9,128.00
3M -8.53 ₹ 9,147.00 -8.29 ₹ 9,171.00
6M -5.19 ₹ 9,481.00 -4.68 ₹ 9,532.00
1Y 12.50 ₹ 11,250.00 13.72 ₹ 11,372.00
3Y 11.08 ₹ 13,706.00 12.33 ₹ 14,174.00
5Y 16.49 ₹ 21,448.00 17.89 ₹ 22,769.00
7Y 13.09 ₹ 23,664.00 14.41 ₹ 25,661.00
10Y 13.72 ₹ 36,176.00 14.85 ₹ 39,928.00
15Y 12.39 ₹ 57,697.00 ₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 2.36 ₹ 12,153.32 3.50 ₹ 12,226.99
3Y ₹ 36000 17.29 ₹ 46,492.78 18.60 ₹ 47,361.56
5Y ₹ 60000 17.85 ₹ 93,716.34 19.23 ₹ 96,931.86
7Y ₹ 84000 16.46 ₹ 151,118.35 17.79 ₹ 158,499.52
10Y ₹ 120000 15.40 ₹ 268,890.48 16.65 ₹ 287,695.68
15Y ₹ 180000 14.84 ₹ 608,470.92 ₹


Date Sundaram Large And Midcap Fund NAV Regular Growth Sundaram Large And Midcap Fund NAV Direct Growth
14-01-2025 80.2263 89.7675
13-01-2025 79.5058 88.9588
10-01-2025 82.0755 91.8261
09-01-2025 83.1573 93.0337
08-01-2025 83.9443 93.9115
07-01-2025 84.6017 94.6442
06-01-2025 84.2742 94.2751
03-01-2025 85.9436 96.1343
02-01-2025 86.4732 96.7239
01-01-2025 85.5234 95.6589
31-12-2024 85.2089 95.3044
30-12-2024 85.2294 95.3245
27-12-2024 85.2287 95.3154
26-12-2024 85.3239 95.4192
24-12-2024 85.1906 95.2647
23-12-2024 85.0789 95.1371
20-12-2024 84.7054 94.7112
19-12-2024 86.2574 96.4437
18-12-2024 86.8459 97.099
17-12-2024 87.2757 97.5767
16-12-2024 87.9615 98.3406

Fund Launch Date: 10/Jan/2007
Fund Category: Large & Mid Cap Fund
Investment Objective: To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
Fund Description: Large & Mid Cap Fund
Fund Benchmark: Nifty Large Mid Cap 250 Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.