Sundaram Large And Midcap Fund Overview
Category Large & Mid Cap Fund
BMSMONEY Rank 16
BMSMONEY Rating
Gro. Opt. As On: 17-01-2025
NAV ₹80.75(R) -0.21% ₹90.36(D) -0.21%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 15.55% 11.18% 16.36% 13.26% 13.54%
LumpSum (D) 16.8% 12.43% 17.76% 14.58% 14.67%
SIP (R) 3.26% 17.55% 19.03% 17.04% 15.64%
SIP (D) 4.4% 18.86% 20.43% 18.38% 16.89%
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: 17-01-2025

Scheme Name NAV Rupee Change Percent Change
Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) 29.22
-0.0600
-0.2100%
Sundaram Large and Midcap Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) 33.4
-0.0700
-0.2100%
Sundaram Large and Midcap Fund Regular Plan - Growth 80.75
-0.1700
-0.2100%
Sundaram Large and Midcap Fund Direct Plan - Growth 90.36
-0.1900
-0.2100%

Review Date: 17-01-2025

Sundaram Large And Midcap Fund has exhibited 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 15.55% in 1 year, 11.18% in 3 years, 16.36% in 5 years and 13.54% in 10 years. The category average for the same periods is 17.88%, 14.35%, 19.23% and 13.89% 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 ₹11680.0 in 1 year, ₹14212.0 in 3 years and ₹22646.0 in 5 years as of today (17-01-2025).
  2. An SIP of ₹1,000 per month in Sundaram Large And Midcap Fund direct growth option would have grown to ₹12285.0 in 1 year, ₹47540.0 in 3 years and ₹99813.0 in 5 years as of today (17-01-2025).
  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 % -7.48
-6.60
-11.26 | -1.92 22 | 28 Poor
3M Return % -6.99
-6.52
-8.42 | -4.62 19 | 28 Average
6M Return % -4.26
-3.94
-10.86 | 8.96 17 | 28 Average
1Y Return % 15.55
17.88
10.10 | 33.76 17 | 26 Average
3Y Return % 11.18
14.35
5.29 | 22.10 20 | 25 Average
5Y Return % 16.36
19.23
14.13 | 24.73 22 | 24 Poor
7Y Return % 13.26
13.65
9.62 | 16.44 15 | 20 Average
10Y Return % 13.54
13.89
11.21 | 17.18 10 | 17 Good
15Y Return % 12.37
13.61
10.47 | 18.32 12 | 15 Average
1Y SIP Return % 3.26
4.96
-3.29 | 23.22 17 | 26 Average
3Y SIP Return % 17.55
20.62
14.14 | 33.64 18 | 25 Average
5Y SIP Return % 19.03
21.50
15.11 | 29.79 19 | 24 Poor
7Y SIP Return % 17.04
18.86
13.97 | 22.40 17 | 20 Poor
10Y SIP Return % 15.64
16.57
12.63 | 19.28 13 | 17 Average
15Y SIP Return % 14.96
15.71
13.41 | 19.10 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. 17, 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 % -7.40 -6.51 -11.18 | -1.82 22 | 28
3M Return % -6.74 -6.24 -8.16 | -4.07 19 | 28
6M Return % -3.75 -3.38 -10.29 | 9.65 16 | 28
1Y Return % 16.80 19.23 11.81 | 35.51 17 | 26
3Y Return % 12.43 15.67 6.16 | 23.83 20 | 25
5Y Return % 17.76 20.59 15.11 | 26.38 22 | 24
7Y Return % 14.58 14.84 10.61 | 17.70 14 | 20
10Y Return % 14.67 14.96 12.07 | 18.05 10 | 17
1Y SIP Return % 4.40 6.20 -1.95 | 24.85 17 | 26
3Y SIP Return % 18.86 22.00 15.09 | 35.47 19 | 25
5Y SIP Return % 20.43 22.90 16.10 | 31.68 18 | 24
7Y SIP Return % 18.38 20.10 14.94 | 23.96 16 | 20
10Y SIP Return % 16.89 17.64 13.64 | 20.45 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. 17, 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 -0.21 ₹ 9,979.00 -0.21 ₹ 9,979.00
1W -1.62 ₹ 9,838.00 -1.60 ₹ 9,840.00
1M -7.48 ₹ 9,252.00 -7.40 ₹ 9,260.00
3M -6.99 ₹ 9,301.00 -6.74 ₹ 9,326.00
6M -4.26 ₹ 9,574.00 -3.75 ₹ 9,625.00
1Y 15.55 ₹ 11,555.00 16.80 ₹ 11,680.00
3Y 11.18 ₹ 13,743.00 12.43 ₹ 14,212.00
5Y 16.36 ₹ 21,333.00 17.76 ₹ 22,646.00
7Y 13.26 ₹ 23,910.00 14.58 ₹ 25,927.00
10Y 13.54 ₹ 35,606.00 14.67 ₹ 39,299.00
15Y 12.37 ₹ 57,546.00 ₹

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 3.26 ₹ 12,210.80 4.40 ₹ 12,284.71
3Y ₹ 36000 17.55 ₹ 46,668.82 18.86 ₹ 47,540.05
5Y ₹ 60000 19.03 ₹ 96,468.96 20.43 ₹ 99,812.94
7Y ₹ 84000 17.04 ₹ 154,278.01 18.38 ₹ 161,818.19
10Y ₹ 120000 15.64 ₹ 272,434.56 16.89 ₹ 291,437.40
15Y ₹ 180000 14.96 ₹ 614,771.46 ₹


Date Sundaram Large And Midcap Fund NAV Regular Growth Sundaram Large And Midcap Fund NAV Direct Growth
17-01-2025 80.7473 90.3582
16-01-2025 80.9171 90.5456
15-01-2025 80.3932 89.9569
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

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.