EquityLarge & Mid Cap FundDirect · Growth
Sundaram Large and Midcap Fund Direct Plan - Growth
Sundaram · Scheme 119566
₹106.27 0.00%NAV · 2026-08-05
Decent FundScore
AUM
—
Expense ratio
—
3Y CAGR
16.3%
Risk level
High
Min SIP
—
Benchmark
Nifty LargeMidcap 250 TRI
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +4.35% |
| 3 Months | +11.74% |
| 6 Months | +8.37% |
| 1 Year | +12.04% |
| 3 Years (CAGR) | +16.27% |
| 5 Years (CAGR) | +14.12% |
| 10 Years (CAGR) | +15.85% |
| Since Launch | +15.32% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns66
Consistency64
Risk-adjusted51
Downside protection44
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +16.3%
- ✓ 5Y CAGR: +14.1%
- ✓ Positive 3Y windows: 99% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 5.6%
- ✓ Alpha vs benchmark: +6.5%
What to watch
- • Beat category: beat category in 43% of windows
- • Sharpe ratio: 0.60
- • Sortino ratio: 0.72
Risk metrics
Sharpe ratio
0.60
Sortino ratio
0.72
Volatility
15.51%
Max drawdown
-38.05%
Downside capture
93.00%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.