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Sundaram Large and Midcap Fund Direct Plan - Growth

Sundaram · Scheme 119566

₹108.31▼ 0.34%NAV · 2026-09-18
61
Decent FundScore
Start SIP
AUM
₹7,222 cr
Expense ratio
1.42%
3Y CAGR
17.4%
Risk level
High
Min SIP
₹100
Benchmark
Nifty LargeMidcap 250 TRI
Fund manager: S Krishnakumar, Madanagopal RamuExit load: For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Decent · 61/100

A solid option with a few areas worth a closer look.

🎯 Best held for the long term (5+ years) as part of a diversified portfolio.

📈 Why it could do well

  • ✓Compounding well recently — 17.4% CAGR over 3 years.
  • ✓3Y CAGR: +17.4%
  • ✓5Y CAGR: +14.1%
  • ✓Positive 3Y windows: 99% of rolling 3Y windows positive

📉 What could drag it down

  • •Beat category: beat category in 46% of windows
  • •Sharpe ratio: 0.61

FundScore breakdown

61/100 · Decent
How it works →
71
Returns
Strong
67
Consistency
Decent
51
Risk-adjusted
Average
45
Downside protection
Average
61
Cost efficiency
Decent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.