Sundaram Large And Midcap Fund

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Fund Name NAV Date NAV Rupee Change Percent Change
Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) 01/Jun/2023 24.1551
-0.0234
-0.0968%
Sundaram Large and Midcap Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) 01/Jun/2023 27.1281
-0.0255
-0.0939%
Sundaram Large and Midcap Fund Regular Plan - Growth 01/Jun/2023 57.3274
-0.0557
-0.0971%
Sundaram Large and Midcap Fund Direct Plan - Growth 01/Jun/2023 63.0275
-0.0594
-0.0942%

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

Fund Performance Analysis

Sundaram Large And Midcap Fund Analysis

Bmsmoney Large & Mid Cap Fund Category Rank: 21

Sundaram Large And Midcap Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
4.08
3.63
Yes
No
No
12/26 0.12 / 7.57
1M Rolling Return %
0.55
0.94
No
No
Yes
23/26 0.01 / 1.70
3M Return %
8.01
7.95
Yes
No
No
13/26 5.44 / 12.66
3M Rolling Return %
0.60
1.36
No
No
Yes
20/26 -2.16 / 3.85
6M Return %
0.76
1.18
No
No
No
14/26 -3.84 / 7.30
6M Rolling Return %
-0.17
0.92
No
No
Yes
20/26 -3.43 / 4.67
1Y Return %
13.32
14.22
No
No
No
17/26 6.11 / 22.96
1Y Rolling Return %
12.80
12.22
Yes
No
No
12/25 5.76 / 18.55
3Y Return %
24.30
25.45
No
No
Yes
19/25 20.73 / 30.33
3Y Rolling Return %
16.07
18.06
No
No
Yes
16/20 14.55 / 23.22
5Y Return %
11.57
12.06
No
No
No
12/20 8.55 / 15.08
Standard Deviation
16.58
17.04
Yes
No
No
9/25 15.46 / 18.63
Semi Deviation
10.48
10.66
Yes
No
No
11/25 9.41 / 11.93
Max Drawdown
-14.42
-12.53
No
No
Yes
20/25 -21.94 / -7.36
VaR 1 Y
-15.15
-14.76
No
No
No
15/25 -18.62 / -11.36
Average Drawdown
-3.87
-4.67
Yes
Yes
No
6/25 -7.45 / -3.03
Sharpe Ratio
1.18
1.25
No
No
No
17/25 0.93 / 1.51
Sterling Ratio
1.15
1.36
No
No
Yes
20/25 0.80 / 2.09
Sortino Ratio
0.79
0.84
No
No
No
18/25 0.56 / 1.12
Jensen Alpha
-1.56
0.35
No
No
Yes
19/25 -4.15 / 5.40
Treynor Ratio
0.22
0.23
No
No
No
18/25 0.18 / 0.29
Modigliani Square measure
30.40
31.55
No
No
No
17/25 24.98 / 36.39
Active Return
-0.05
-0.03
No
No
Yes
21/25 -0.09 / 0.03
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : June 1, 2023.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 31, 2023 KPIs: Key Performance Indicators

Sundaram Large And Midcap Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Sundaram Large And Midcap Fund

Top Performing Funds in Large & Mid Cap Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Hdfc Large And Mid Cap Fund

5 The Hdfc Large And Mid Cap Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has 15 KPIs that are in top quartile. The fund has 65% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has three KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Hdfc Large And Mid Cap Fund performance snapshot section. 17.46% 30.33% -9.60% -13.86% 1.39 1.00 0.40

Icici Prudential Large & Mid Cap Fund

4 The Icici Prudential Large & Mid Cap Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has 17 KPIs that are in top quartile. The fund has 74% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Icici Prudential Large & Mid Cap Fund performance snapshot section. 16.33% 29.52% -7.36% -12.59% 1.51 1.12 0.43

Idfc Core Equity Fund

3 The Idfc Core Equity Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has 13 KPIs that are in top quartile. The fund has 57% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Idfc Core Equity Fund performance snapshot section. 17.68% 26.87% -11.13% -14.71% 1.42 0.94 0.43

Kotak Equity Opportunities Fund

1 The Kotak Equity Opportunities Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has 16 KPIs that are in top quartile. The fund has 70% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Kotak Equity Opportunities Fund performance snapshot section. 17.27% 25.27% -8.90% -14.21% 1.38 0.99 0.42

Sbi Large And Midcap Fund

2 The Sbi Large And Midcap Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has 14 KPIs that are in top quartile. The fund has 61% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Sbi Large And Midcap Fund performance snapshot section. 18.95% 28.79% -9.77% -15.33% 1.49 1.02 0.42

Sundaram Large And Midcap Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
4.17
3.72
Yes
No
No
12/26 0.25 / 7.65
1M Rolling Return %
0.64
1.04
No
No
Yes
23/26 0.12 / 1.86
3M Return %
8.31
8.25
Yes
No
No
12/26 5.89 / 12.92
3M Rolling Return %
0.89
1.66
No
No
Yes
20/26 -1.83 / 4.28
6M Return %
1.33
1.77
No
No
No
15/26 -2.91 / 7.96
6M Rolling Return %
0.41
1.52
No
No
Yes
20/26 -3.02 / 5.51
1Y Return %
14.63
15.58
No
No
No
18/26 7.58 / 24.85
1Y Rolling Return %
14.17
13.57
Yes
No
No
12/25 6.67 / 19.53
3Y Return %
25.83
26.90
No
No
Yes
20/25 22.33 / 31.19
3Y Rolling Return %
17.52
19.26
No
No
Yes
15/20 16.00 / 24.15
5Y Return %
12.87
13.23
No
No
No
11/20 9.53 / 16.22
Standard Deviation
16.58
17.04
Yes
No
No
9/25 15.46 / 18.63
Semi Deviation
10.48
10.66
Yes
No
No
11/25 9.41 / 11.93
Max Drawdown
-14.42
-12.53
No
No
Yes
20/25 -21.94 / -7.36
VaR 1 Y
-15.15
-14.76
No
No
No
15/25 -18.62 / -11.36
Average Drawdown
-3.87
-4.67
Yes
Yes
No
6/25 -7.45 / -3.03
Sharpe Ratio
1.18
1.25
No
No
No
17/25 0.93 / 1.51
Sterling Ratio
1.15
1.36
No
No
Yes
20/25 0.80 / 2.09
Sortino Ratio
0.79
0.84
No
No
No
18/25 0.56 / 1.12
Jensen Alpha
-1.56
0.35
No
No
Yes
19/25 -4.15 / 5.40
Treynor Ratio
0.22
0.23
No
No
No
18/25 0.18 / 0.29
Modigliani Square measure
30.40
31.55
No
No
No
17/25 24.98 / 36.39
Active Return
-0.05
-0.03
No
No
Yes
21/25 -0.09 / 0.03
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : June 1, 2023.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 31, 2023 KPIs: Key Performance Indicators

Sundaram Large And Midcap Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Return % 4.08% 4.17%
1M Rolling Return % 0.55% 0.64%
3M Return % 8.01% 8.31%
3M Rolling Return % 0.60% 0.89%
6M Return % 0.76% 1.33%
6M Rolling Return % -0.17% 0.41%
1Y Return % 13.32% 14.63%
1Y Rolling Return % 12.80% 14.17%
3Y Return % 24.30% 25.83%
3Y Rolling Return % 16.07% 17.52%
5Y Return % 11.57% 12.87%
Standard Deviation 16.58% 16.58%
Semi Deviation 10.48% 10.48%
Max Drawdown -14.42% -14.42%
VaR 1 Y -15.15% -15.15%
Average Drawdown -3.87% -3.87%
Sharpe Ratio 1.18% 1.18%
Sterling Ratio 1.15% 1.15%
Sortino Ratio 0.79% 0.79%
Jensen Alpha -1.56% -1.56%
Treynor Ratio 0.22% 0.22%
Modigliani Square measure 30.40% 30.40%
Active Return -0.05% -0.05%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns

Sundaram Large And Midcap Fund Expected Return

Investment Period Mini. Possible Return
in Investment Period
Max. Possible Return
in Investment Period
Expected Return
in Investment Period
Loss Probability
in Investment Period
10 Year 6.61% 20.26% 12.74% 0.00%
One Year -61.57% 135.39% 12.58% 23.31%
Three Year -11.24% 35.64% 12.94% 8.08%
Five Year -1.85% 23.56% 13.20% 0.70%
Seven Year 5.21% 22.56% 13.07% 0.00%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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Large & Mid Cap Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Mahindra Manulife Top 250 Nivesh Yojana

0.32
1
2.26
1
4.33
4
8.84
7
0.23
20
10.74
22
26.78
7

Quant Large & Mid Cap Fund

0.24
2
1.77
6
0.12
26
5.44
26
-3.84
26
11.68
20
24.77
16
14.51
2

Hdfc Large And Mid Cap Fund

0.15
3
1.60
9
3.36
17
9.13
4
2.14
7
17.46
5
30.33
1
13.99
6

Hsbc Large And Mid Cap Equity Fund

0.14
4
2.17
3
5.33
2
10.28
2
4.60
3
15.99
9
24.22
20

Lic Mf Large & Mid Cap Fund

0.13
5
1.46
15
4.14
10
6.14
25
-2.32
25
6.11
26
21.65
23
10.60
17

Baroda Bnp Paribas Large & Mid Cap Fund

0.12
6
1.61
8
2.73
22
6.48
21
1.06
11
14.70
12

Navi Large & Midcap Fund

0.11
7
1.42
18
4.25
6
8.71
8
1.01
12
12.96
18
25.60
11
11.80
10

Uti Core Equity Fund

0.09
8
1.83
5
2.42
24
8.05
11
1.69
8
16.12
8
27.67
4
11.25
13

Icici Prudential Large & Mid Cap Fund

0.06
9
1.32
23
3.14
19
6.80
19
1.64
9
16.33
7
29.52
2
13.88
7

Franklin India Equity Advantage Fund

0.03
10
1.39
19
2.91
21
6.80
18
-0.23
21
7.41
25
25.56
12
9.11
18

Dsp Equity Opportunities Fund

0.03
11
1.49
13
3.07
20
6.46
23
0.47
17
14.73
11
23.93
21
11.74
11

Tata Large & Mid Cap Fund

-0.03
12
2.19
2
4.19
7
9.74
3
2.17
6
22.00
2
26.33
9
14.43
3

Motilal Oswal Large And Midcap Fund

-0.05
13
1.28
25
4.91
3
9.09
5
5.11
2
22.96
1
27.26
5

Idfc Core Equity Fund

-0.05
14
1.63
7
3.18
18
6.47
22
0.93
13
17.68
4
26.87
6
11.05
14

Mirae Asset Emerging Bluechip Fund

-0.06
15
1.44
17
2.68
23
6.49
20
-0.33
23
9.35
23
25.83
10
15.08
1

Axis Growth Opportunities Fund

-0.09
16
2.00
4
7.57
1
12.66
1
7.30
1
14.64
13
25.20
15

Sundaram Large And Midcap Fund

-0.10
17
1.48
14
4.08
12
8.01
13
0.76
14
13.32
17
24.30
19
11.57
12

Sbi Large And Midcap Fund

-0.14
18
1.29
24
3.58
15
7.99
14
1.52
10
18.95
3
28.79
3
14.36
4

Kotak Equity Opportunities Fund

-0.16
19
1.56
10
3.47
16
7.68
16
3.27
4
17.27
6
25.27
14
14.06
5

Aditya Birla Sun Life Equity Advantage Fund

-0.16
20
1.54
11
4.13
11
8.47
9
0.43
18
9.32
24
21.31
24
8.55
20

Edelweiss Large & Mid Cap Fund

-0.19
21
1.45
16
4.18
8
7.99
15
0.59
15
13.70
16
25.52
13
12.73
8

Union Large & Midcap Fund

-0.29
22
1.34
22
4.32
5
8.43
10
0.40
19
12.14
19
24.55
17

Invesco India Growth Opportunities Fund

-0.31
23
1.51
12
4.15
9
8.85
6
0.49
16
14.05
15
20.73
25
10.70
16

Bank Of India Large & Mid Cap Equity Fund

-0.31
24
1.35
21
0.89
25
6.44
24
-0.68
24
14.87
10
23.32
22
8.71
19

Nippon India Vision Fund

-0.31
25
1.38
20
3.61
14
8.05
12
2.50
5
14.31
14
26.46
8
10.95
15

Canara Robeco Emerging Equities

-0.37
26
1.12
26
3.72
13
7.13
17
-0.32
22
10.84
21
24.40
18
12.20
9
Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Mahindra Manulife Top 250 Nivesh Yojana

0.32
1
2.30
1
4.47
4
9.31
6
1.13
17
12.86
21
29.20
5

Quant Large & Mid Cap Fund

0.25
2
1.80
6
0.25
26
5.89
26
-2.91
26
13.67
19
26.60
15
15.68
2

Hdfc Large And Mid Cap Fund

0.15
3
1.62
9
3.42
17
9.36
5
2.58
7
18.47
6
31.19
1
14.53
7

Hsbc Large And Mid Cap Equity Fund

0.14
4
2.19
3
5.42
2
10.57
2
5.19
3
17.63
7
26.20
17

Lic Mf Large & Mid Cap Fund

0.13
5
1.48
15
4.24
10
6.47
25
-1.71
25
7.58
26
23.50
23
12.21
14

Baroda Bnp Paribas Large & Mid Cap Fund

0.12
6
1.63
8
2.84
22
6.85
20
1.77
12
16.37
10

Navi Large & Midcap Fund

0.12
7
1.46
18
4.42
5
9.23
7
1.97
10
15.13
16
28.13
8
13.97
9

Uti Core Equity Fund

0.09
8
1.84
5
2.47
24
8.20
14
2.02
9
16.91
9
28.42
6
11.86
16

Icici Prudential Large & Mid Cap Fund

0.06
9
1.34
23
3.21
19
7.01
19
2.07
8
17.35
8
30.58
2
14.84
6

Franklin India Equity Advantage Fund

0.03
10
1.41
19
2.99
21
7.04
18
0.17
23
8.22
25
26.52
16
9.97
18

Dsp Equity Opportunities Fund

0.03
11
1.50
13
3.15
20
6.71
23
0.94
19
15.83
13
25.10
21
12.81
12

Tata Large & Mid Cap Fund

-0.02
12
2.21
2
4.27
8
10.03
3
2.75
6
23.35
2
27.11
11
15.47
3

Motilal Oswal Large And Midcap Fund

-0.05
13
1.31
24
5.02
3
9.48
4
5.90
2
24.85
1
29.33
4

Idfc Core Equity Fund

-0.05
14
1.66
7
3.28
18
6.78
21
1.52
13
19.10
4
28.40
7
12.40
13

Mirae Asset Emerging Bluechip Fund

-0.06
15
1.46
17
2.77
23
6.77
22
0.17
22
10.45
23
27.11
10
16.22
1

Axis Growth Opportunities Fund

-0.09
16
2.03
4
7.65
1
12.92
1
7.96
1
16.10
11
27.01
13

Sundaram Large And Midcap Fund

-0.09
17
1.50
14
4.17
12
8.31
12
1.33
15
14.63
18
25.83
20
12.87
11

Sbi Large And Midcap Fund

-0.14
18
1.31
25
3.66
14
8.24
13
1.95
11
19.92
3
29.78
3
15.21
5

Kotak Equity Opportunities Fund

-0.15
19
1.58
10
3.57
16
8.02
16
3.89
4
18.70
5
26.79
14
15.38
4

Aditya Birla Sun Life Equity Advantage Fund

-0.16
20
1.56
11
4.20
11
8.69
10
0.84
20
10.24
24
22.36
24
9.53
20

Edelweiss Large & Mid Cap Fund

-0.18
21
1.48
16
4.31
7
8.40
11
1.38
14
15.58
14
27.55
9
14.50
8

Union Large & Midcap Fund

-0.28
22
1.35
22
4.39
6
8.79
9
1.06
18
13.65
20
25.97
18

Invesco India Growth Opportunities Fund

-0.30
23
1.54
12
4.25
9
9.21
8
1.13
16
15.51
15
22.33
25
12.10
15

Bank Of India Large & Mid Cap Equity Fund

-0.31
24
1.35
21
0.96
25
6.65
24
-0.18
24
16.08
12
24.59
22
9.92
19

Nippon India Vision Fund

-0.31
25
1.39
20
3.65
15
8.19
15
2.76
5
14.88
17
27.09
12
11.53
17

Canara Robeco Emerging Equities

-0.37
26
1.13
26
3.80
13
7.43
17
0.22
21
12.12
22
25.87
19
13.52
10
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Advantage Fund

0.49
24
-0.83
24
-3.43
26
5.76
25
15.77
18

Axis Growth Opportunities Fund

0.40
25
-2.16
26
-1.84
24
11.47
16

Franklin India Equity Advantage Fund

0.74
16
-0.07
23
-0.49
22
8.94
23
15.31
19

Mirae Asset Emerging Bluechip Fund

0.67
20
1.04
15
-0.06
19
9.35
22
22.40
2

Boi Axa Large & Mid Cap Equity Fund

0.90
14
1.92
13
1.26
12
12.67
14
17.58
10

Canara Robeco Emerging Equities

0.68
18
0.11
22
-0.21
21
11.18
18
20.23
3

Dsp Equity Opportunities Fund

1.33
6
2.02
12
1.79
9
9.97
20
17.20
14

Edelweiss Large & Mid Cap Fund

0.59
22
0.73
18
0.34
16
11.22
17
19.10
7

Essel Large & Midcap Fund

0.71
17
0.79
16
0.25
17
12.96
9
17.25
13

Hdfc Growth Opportunities Fund

1.37
4
2.87
4
2.55
6
15.67
4
19.21
6

Hsbc Large And Mid Cap Equity Fund

0.79
15
0.73
19
0.51
15
9.39
21

Icici Prudential Large & Mid Cap Fund

1.38
3
3.22
3
3.07
3
18.55
1
19.37
5

Idfc Core Equity Fund

1.11
11
2.40
6
2.40
7
13.11
7
15.91
17

Invesco India Growth Opportunities Fund

1.34
5
2.11
9
0.53
14
8.63
24
14.55
20

Kotak Equity Opportunities Fund

1.22
9
2.29
7
2.76
5
12.92
10
18.83
8

Mahindra Top 250 Nivesh Yojana

0.67
19
0.79
17
-1.17
23
12.77
13

Nippon India Vision Fund

1.07
12
1.43
14
1.61
10
11.78
15
16.55
15

Quant Large & Mid Cap Fund

1.01
13
2.76
5
1.33
11
16.94
2
23.22
1

Sbi Large And Midcap Fund

1.24
8
2.02
11
2.85
4
15.89
3
19.59
4

Sundaram Large And Midcap Fund

0.55
23
0.60
20
-0.17
20
12.80
12
16.07
16

Tata Large & Mid Cap Fund

1.41
2
3.68
2
3.81
2
13.69
5
18.48
9

Union Large & Midcap Fund

0.59
21
0.20
21
0.18
18
13.28
6

Uti Core Equity Fund

1.31
7
2.21
8
2.29
8
12.81
11
17.28
12

Lic Mf Large & Mid Cap Fund

0.01
26
-1.47
25
-2.03
25
10.75
19
17.39
11

Motilal Oswal Large And Midcap Fund

1.70
1
3.85
1
4.67
1
12.98
8

Baroda Bnp Paribas Large & Mid Cap Fund

1.18
10
2.11
10
1.10
13
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Advantage Fund

0.56
24
-0.62
24
-3.02
26
6.67
25
16.82
18

Axis Growth Opportunities Fund

0.52
25
-1.83
26
-1.21
24
13.02
16

Franklin India Equity Advantage Fund

0.81
18
0.10
23
-0.13
22
9.72
24
16.24
19

Mirae Asset Emerging Bluechip Fund

0.75
20
1.29
15
0.43
19
10.44
22
23.65
2

Boi Axa Large & Mid Cap Equity Fund

0.98
14
2.19
13
1.79
13
13.90
13
18.86
12

Canara Robeco Emerging Equities

0.80
19
0.40
22
0.36
21
12.50
17
21.65
3

Dsp Equity Opportunities Fund

1.40
6
2.26
11
2.27
9
11.01
21
18.32
13

Edelweiss Large & Mid Cap Fund

0.73
21
1.16
18
1.19
16
13.05
15
21.03
4

Essel Large & Midcap Fund

0.87
16
1.28
16
1.23
14
15.21
5
19.60
9

Hdfc Growth Opportunities Fund

1.43
4
3.09
5
3.01
6
16.47
4
19.65
8

Hsbc Large And Mid Cap Equity Fund

0.91
15
1.05
19
1.20
15
11.19
20

Icici Prudential Large & Mid Cap Fund

1.44
3
3.47
3
3.51
3
19.53
1
20.32
6

Idfc Core Equity Fund

1.21
11
2.71
6
3.01
7
14.47
10
17.33
16

Invesco India Growth Opportunities Fund

1.43
5
2.45
9
1.18
17
10.08
23
16.00
20

Kotak Equity Opportunities Fund

1.33
8
2.59
7
3.38
4
14.30
11
20.21
7

Mahindra Top 250 Nivesh Yojana

0.82
17
1.27
17
-0.22
23
14.96
6

Nippon India Vision Fund

1.11
13
1.56
14
1.88
11
12.34
19
17.14
17

Quant Large & Mid Cap Fund

1.15
12
3.25
4
2.24
10
18.97
2
24.15
1

Sbi Large And Midcap Fund

1.31
9
2.22
12
3.26
5
16.82
3
20.42
5

Sundaram Large And Midcap Fund

0.64
23
0.89
20
0.41
20
14.17
12
17.52
15

Tata Large & Mid Cap Fund

1.48
2
3.94
2
4.42
2
14.94
7
19.26
10

Union Large & Midcap Fund

0.69
22
0.52
21
0.91
18
14.66
9

Uti Core Equity Fund

1.36
7
2.38
10
2.63
8
13.52
14
17.87
14

Lic Mf Large & Mid Cap Fund

0.12
26
-1.10
25
-1.41
25
12.48
18
19.21
11

Motilal Oswal Large And Midcap Fund

1.86
1
4.28
1
5.51
1
14.82
8

Baroda Bnp Paribas Large & Mid Cap Fund

1.30
10
2.46
8
1.83
12
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Advantage Fund

-18.42
24
-21.94
25
-7.25
24
18.43
23
11.93
25

Axis Growth Opportunities Fund

-17.58
23
-16.84
23
-4.51
14
17.83
20
11.47
24

Franklin India Equity Advantage Fund

-12.86
5
-12.91
16
-4.48
11
18.33
22
10.94
19

Mirae Asset Emerging Bluechip Fund

-12.98
7
-12.13
14
-7.45
25
17.45
18
10.62
15

Bank Of India Large & Mid Cap Equity Fund

-14.40
13
-13.55
17
-5.78
22
16.39
6
10.58
13

Canara Robeco Emerging Equities

-12.89
6
-12.72
15
-5.40
21
16.57
8
10.30
4

Dsp Equity Opportunities Fund

-15.27
16
-13.57
18
-6.11
23
17.43
17
10.47
9

Edelweiss Large & Mid Cap Fund

-12.79
4
-11.79
12
-4.08
8
16.64
10
10.40
7

Navi Large & Midcap Fund

-17.29
22
-11.85
13
-4.44
10
16.00
4
10.47
10

Hdfc Large And Mid Cap Fund

-13.86
9
-9.60
4
-5.06
19
18.63
25
11.40
22

Hsbc Large And Mid Cap Equity Fund

-16.08
19
-14.69
21
-4.49
13
16.75
12
10.65
16

Icici Prudential Large & Mid Cap Fund

-12.59
3
-7.36
1
-3.03
1
18.01
21
11.03
21

Idfc Core Equity Fund

-14.71
14
-11.13
8
-3.99
7
16.33
5
10.39
6

Invesco India Growth Opportunities Fund

-13.91
11
-13.97
19
-4.82
16
15.92
3
10.33
5

Kotak Equity Opportunities Fund

-14.21
12
-8.90
3
-3.48
4
15.56
2
9.41
1

Mahindra Manulife Top 250 Nivesh Yojana

-17.01
21
-11.57
11
-4.56
15
16.44
7
10.78
18

Nippon India Vision Fund

-13.13
8
-11.10
7
-3.34
3
16.79
14
10.61
14

Quant Large & Mid Cap Fund

-18.62
25
-10.93
6
-5.22
20
18.44
24
11.41
23

Sbi Large And Midcap Fund

-15.33
17
-9.77
5
-4.09
9
16.77
13
10.41
8

Sundaram Large And Midcap Fund

-15.15
15
-14.42
20
-3.87
6
16.58
9
10.48
11

Tata Large & Mid Cap Fund

-11.36
1
-7.99
2
-3.28
2
17.29
15
10.17
3

Union Large & Midcap Fund

-16.59
20
-14.86
22
-5.02
18
17.41
16
10.97
20

Uti Core Equity Fund

-12.34
2
-11.51
10
-4.49
12
17.81
19
10.73
17

Lic Mf Large & Mid Cap Fund

-13.90
10
-11.23
9
-5.01
17
15.46
1
10.12
2

Motilal Oswal Large And Midcap Fund

-15.77
18
-17.05
24
-3.52
5
16.64
11
10.48
12
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Advantage Fund

0.93
25
0.56
25
0.80
25
0.43
-3.42
24 0.96 3
0.88
20
0.18
25
24.98
25
-0.05
19

Axis Growth Opportunities Fund

1.02
23
0.63
23
0.99
24
0.40
-4.15
25 0.92 9
0.87
23
0.20
22
26.89
24
-0.07
23

Franklin India Equity Advantage Fund

1.24
14
0.90
8
1.38
12
0.41
-0.98
16 0.98 2
0.92
16
0.23
14
31.02
15
-0.02
10

Mirae Asset Emerging Bluechip Fund

1.28
12
0.90
9
1.40
11
0.44
-0.57
15 0.95 5
0.97
1
0.24
13
32.08
11
-0.02
11

Bank Of India Large & Mid Cap Equity Fund

1.15
20
0.71
21
1.16
18
0.43
1.06
11 0.87 19
0.91
18
0.22
20
29.95
19
-0.03
15

Canara Robeco Emerging Equities

1.22
15
0.83
13
1.27
15
0.41
-1.25
17 0.90 13
0.96
3
0.22
15
31.23
14
-0.05
18

Dsp Equity Opportunities Fund

1.17
18
0.81
16
1.23
16
0.43
-2.10
20 0.93 7
0.94
10
0.22
19
30.01
18
-0.04
17

Edelweiss Large & Mid Cap Fund

1.20
16
0.81
17
1.31
14
0.40
-1.35
18 0.90 14
0.94
6
0.22
17
30.83
16
-0.05
20

Navi Large & Midcap Fund

1.32
8
0.82
15
1.36
13
0.41
4.46
3 0.83 23
0.88
22
0.25
9
33.31
8
-0.00
6

Hdfc Large And Mid Cap Fund

1.39
5
1.00
4
1.77
2
0.40
1.51
9 1.00 1
0.94
10
0.26
6
33.65
6
0.01
2

Hsbc Large And Mid Cap Equity Fund

1.12
21
0.72
20
1.10
22
0.41
-2.99
21 0.91 12
0.95
4
0.21
21
29.22
21
-0.06
22

Icici Prudential Large & Mid Cap Fund

1.51
1
1.12
1
2.09
1
0.43
5.01
2 0.94 6
0.88
21
0.29
1
36.29
2
0.03
1

Idfc Core Equity Fund

1.42
3
0.94
7
1.51
8
0.43
2.46
6 0.88 18
0.95
5
0.26
5
35.13
3
-0.01
9

Invesco India Growth Opportunities Fund

1.01
24
0.62
24
1.02
23
0.44
-3.22
23 0.86 21
0.92
17
0.19
24
27.18
23
-0.08
24

Kotak Equity Opportunities Fund

1.38
6
0.99
5
1.59
5
0.42
5.40
1 0.83 24
0.93
13
0.26
7
34.83
4
0.00
5

Mahindra Manulife Top 250 Nivesh Yojana

1.33
7
0.83
14
1.41
10
0.41
1.00
12 0.88 17
0.94
7
0.25
10
33.34
7
-0.03
13

Nippon India Vision Fund

1.30
10
0.89
10
1.44
9
0.40
-0.01
13 0.91 11
0.97
2
0.24
11
32.66
10
-0.03
14

Quant Large & Mid Cap Fund

1.28
11
0.87
12
1.55
7
0.42
3.66
5 0.86 20
0.71
25
0.27
3
31.76
13
-0.01
7

Sbi Large And Midcap Fund

1.49
2
1.02
3
1.71
3
0.42
4.06
4 0.89 15
0.93
15
0.28
2
36.39
1
0.01
4

Sundaram Large And Midcap Fund

1.18
17
0.79
18
1.15
20
0.39
-1.56
19 0.89 16
0.93
14
0.22
18
30.40
17
-0.05
21

Tata Large & Mid Cap Fund

1.27
13
0.96
6
1.70
4
0.44
-0.30
14 0.93 8
0.93
11
0.24
12
31.84
12
-0.03
12

Union Large & Midcap Fund

1.17
19
0.76
19
1.17
17
0.43
1.32
10 0.91 10
0.89
19
0.22
16
29.93
20
-0.01
8

Uti Core Equity Fund

1.41
4
1.03
2
1.58
6
0.44
2.13
7 0.96 4
0.94
8
0.26
4
34.37
5
0.01
3

Lic Mf Large & Mid Cap Fund

1.05
22
0.63
22
1.15
19
0.39
-3.16
22 0.83 25
0.93
12
0.20
23
28.45
22
-0.09
25

Motilal Oswal Large And Midcap Fund

1.31
9
0.87
11
1.12
21
0.41
1.76
8 0.86 22
0.87
24
0.25
8
32.87
9
-0.03
16

Sundaram Large And Midcap Fund Additional Return Analysis

Sundaram Large And Midcap Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee 999.03 1014.77 1040.79 1080.06 1007.55 1133.19 1920.35 1728.54
Direct Plan Value of 1000 Rupee 999.06 1014.98 1041.72 1083.13 1013.34 1146.33 1992.26 1831.60
Fund Information
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.


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More Mutual Fund Analysis Article

  • The Treynor Ratio is a performance metric for mutual funds, measuring returns earned above a risk-free investment per unit of market risk.
  • Advantages include risk-adjusted performance evaluation, simplicity, and usefulness for diversified portfolios.
  • Disadvantages involve ignoring unsystematic risk, dependence on beta accuracy, and lack of consideration for current market conditions.
  • The Treynor Ratio is a valuable tool for informed investment decisions but should not be used in isolation.

  • The Sortino Ratio is a risk-adjusted performance measure that evaluates mutual funds based on their downside volatility.
  • It emphasizes downside risk, making it useful for risk-averse investors concerned about capital preservation.
  • The Sortino Ratio helps investors choose funds aligned with their risk tolerance and investment goals.
  • It identifies consistent performers with better risk-adjusted returns.
  • However, the Sortino Ratio neglects the upside potential of investments.

  • The Sterling Ratio is a risk-adjusted measure of return on an investment that focuses on downside volatility.
  • Calculation: (CAGR - Risk-free Rate) / Average of the Largest Annual Losses.
  • Advantages: Emphasizes potential for loss, focuses on larger losses, and provides a realistic view of performance by considering a risk-free rate.
  • Disadvantages: Heavily relies on historical data and might overemphasize the impact of outliers.
  • In practice: the 'Fund A' example with a 10-year CAGR of 15%, risk-free rate of 6%, and five worst drawdowns resulted in a Sterling Ratio of 0.90, indicating a good risk-reward trade-off.
  • Empirical evidence from India suggests that funds with higher Sterling Ratios tend to perform better during downturns.
  • Important note: Investment decisions should not be solely based on the Sterling Ratio, consider other factors and metrics.