Sundaram Large And Midcap Fund Overview
Category Large & Mid Cap Fund
BMSMONEY Rank 22
Rating
Growth Option 18-07-2025
NAV ₹85.19(R) -0.65% ₹95.82(D) -0.64%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 1.01% 18.87% 21.63% 14.68% 13.64%
Direct 2.07% 20.18% 23.05% 15.99% 14.79%
Nifty Large Midcap 250 TRI 2.09% 22.28% 25.29% 17.09% 15.53%
SIP (XIRR) Regular 6.04% 14.82% 16.47% 16.78% 15.52%
Direct 7.11% 16.09% 17.81% 18.13% 16.79%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
1.01 0.49 0.74 -2.83% 0.15
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
14.46% -18.44% -18.56% 0.96 10.63%
Fund AUM As on: 30/06/2025 6577 Cr

NAV Date: 18-07-2025

Scheme Name NAV Rupee Change Percent Change
Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) 30.83
-0.2000
-0.6500%
Sundaram Large and Midcap Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) 35.42
-0.2300
-0.6400%
Sundaram Large and Midcap Fund Regular Plan - Growth 85.19
-0.5500
-0.6500%
Sundaram Large and Midcap Fund Direct Plan - Growth 95.82
-0.6200
-0.6400%

Review Date: 18-07-2025

Beginning of Analysis

Sundaram Large And Midcap Fund is the 22nd ranked fund in the Large & Mid Cap Fund category. The category has total 26 funds. The 1 star rating shows a very poor past performance of the Sundaram Large And Midcap Fund in Large & Mid Cap Fund. The fund has a Jensen Alpha of -2.83% which is lower than the category average of 0.49%, showing poor performance. The fund has a Sharpe Ratio of 1.01 which is lower than the category average of 1.21.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Large & Mid Cap Mutual Funds are ideal for investors seeking a balanced exposure to both large-cap stability and mid-cap growth potential. These funds allocate a minimum of 35% each to large-cap and mid-cap stocks, offering a diversified portfolio with a balanced risk-return profile. While they provide the potential for higher returns through mid-cap stocks, they also carry higher risks due to mid-cap volatility. Investors should have a long-term investment horizon and a moderate risk tolerance to invest in these funds. Additionally, the success of these funds depends on the fund manager's ability to balance large-cap and mid-cap allocations effectively.

Sundaram Large And Midcap Fund Return Analysis

The Sundaram Large And Midcap Fund has delivered a mixed performance across various time horizons, showcasing both strengths and challenges when compared to its Large & Mid Cap Fund peers and the Nifty Large Midcap 250 TRI benchmark. This analysis examines the fund’s returns over periods ranging from one month to ten years, alongside its Systematic Investment Plan (SIP) performance, highlighting its rankings within the Large & Mid Cap Fund category and its ability to outperform or underperform the benchmark and category averages.

  • The fund has given a return of 2.34%, 5.86 and 5.49 in last one, three and six months respectively. In the same period the category average return was 1.92%, 7.23% and 6.71% respectively.
  • Sundaram Large And Midcap Fund has given a return of 2.07% in last one year. In the same period the Nifty Large Midcap 250 TRI return was 2.09%. The fund has given 0.02% less return than the benchmark return.
  • The fund has given a return of 20.18% in last three years and rank 21st out of 26 funds in the category. In the same period the Nifty Large Midcap 250 TRI return was 22.28%. The fund has given 2.1% less return than the benchmark return.
  • Sundaram Large And Midcap Fund has given a return of 23.05% in last five years and category average returns is 25.19% in same period. The fund ranked 21st out of 25 funds in the category. In the same period the Nifty Large Midcap 250 TRI return was 25.29%. The fund has given 2.24% less return than the benchmark return.
  • The fund has given a return of 14.79% in last ten years and ranked 11th out of 18 funds in the category. In the same period the Nifty Large Midcap 250 TRI return was 15.53%. The fund has given 0.74% less return than the benchmark return.
  • The fund has given a SIP return of 7.11% in last one year whereas category average SIP return is 9.72%. The fund one year return rank in the category is 24th in 29 funds
  • The fund has SIP return of 16.09% in last three years and ranks 21st in 26 funds. Invesco India Large & Mid Cap Fund has given the highest SIP return (28.65%) in the category in last three years.
  • The fund has SIP return of 17.81% in last five years whereas category average SIP return is 20.24%.

Sundaram Large And Midcap Fund Risk Analysis

  • The fund has a standard deviation of 14.46 and semi deviation of 10.63. The category average standard deviation is 14.38 and semi deviation is 10.68.
  • The fund has a Value at Risk (VaR) of -18.44 and a maximum drawdown of -18.56. The category average VaR is -18.3 and the maximum drawdown is -18.42. The fund has a beta of 0.97 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Large & Mid Cap Fund Category
  • Good Performance in Large & Mid Cap Fund Category
  • Poor Performance in Large & Mid Cap Fund Category
  • Very Poor Performance in Large & Mid Cap Fund Category

  • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Nifty Large Midcap 250 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 2.25 1.78
    1.82
    0.45 | 4.05 8 | 29 Very Good
    3M Return % 5.59 7.21
    6.94
    4.01 | 12.04 23 | 29 Average
    6M Return % 4.96 7.62
    6.11
    0.18 | 12.31 20 | 29 Average
    1Y Return % 1.01 2.09
    2.46
    -10.52 | 13.45 19 | 29 Average
    3Y Return % 18.87 22.28
    21.52
    15.84 | 30.88 21 | 26 Average
    5Y Return % 21.63 25.29
    23.78
    19.04 | 28.73 21 | 25 Average
    7Y Return % 14.68 17.09
    16.16
    11.79 | 18.53 16 | 20 Poor
    10Y Return % 13.64 15.53
    14.11
    11.41 | 17.02 12 | 18 Average
    15Y Return % 12.79 14.48
    14.22
    11.32 | 19.64 13 | 16 Poor
    1Y SIP Return % 6.04
    8.50
    -1.19 | 21.08 24 | 29 Average
    3Y SIP Return % 14.82
    17.65
    11.54 | 27.13 20 | 26 Average
    5Y SIP Return % 16.47
    18.86
    13.48 | 25.71 22 | 25 Poor
    7Y SIP Return % 16.78
    18.97
    14.45 | 22.03 18 | 20 Poor
    10Y SIP Return % 15.52
    16.76
    12.91 | 18.87 15 | 18 Average
    15Y SIP Return % 14.98
    16.13
    13.40 | 20.17 12 | 16 Average
    Standard Deviation 14.46
    14.38
    12.14 | 18.45 16 | 26 Average
    Semi Deviation 10.63
    10.68
    8.61 | 14.44 16 | 26 Average
    Max Drawdown % -18.56
    -18.42
    -24.27 | -13.76 17 | 26 Average
    VaR 1 Y % -18.44
    -18.30
    -22.97 | -12.04 14 | 26 Good
    Average Drawdown % -6.50
    -7.05
    -8.94 | -4.76 6 | 26 Very Good
    Sharpe Ratio 1.01
    1.21
    0.83 | 1.60 22 | 26 Poor
    Sterling Ratio 0.74
    0.85
    0.64 | 1.12 21 | 26 Average
    Sortino Ratio 0.49
    0.60
    0.41 | 0.83 21 | 26 Average
    Jensen Alpha % -2.83
    0.49
    -5.49 | 7.72 23 | 26 Poor
    Treynor Ratio 0.15
    0.19
    0.13 | 0.26 23 | 26 Poor
    Modigliani Square Measure % 21.12
    24.23
    18.30 | 30.96 22 | 26 Poor
    Alpha % -4.88
    -1.28
    -6.15 | 7.93 24 | 26 Poor
    Return data last Updated On : July 18, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Nifty Large Midcap 250 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 2.34 1.78 1.92 0.55 | 4.14 8 | 29
    3M Return % 5.86 7.21 7.23 4.33 | 12.33 24 | 29
    6M Return % 5.49 7.62 6.71 0.80 | 12.92 21 | 29
    1Y Return % 2.07 2.09 3.65 -9.39 | 14.75 20 | 29
    3Y Return % 20.18 22.28 22.90 18.07 | 32.67 21 | 26
    5Y Return % 23.05 25.29 25.19 20.04 | 30.63 21 | 25
    7Y Return % 15.99 17.09 17.37 12.76 | 19.54 16 | 20
    10Y Return % 14.79 15.53 15.22 12.47 | 18.10 11 | 18
    1Y SIP Return % 7.11 9.72 0.03 | 22.41 24 | 29
    3Y SIP Return % 16.09 19.00 13.74 | 28.65 21 | 26
    5Y SIP Return % 17.81 20.24 14.43 | 27.48 21 | 25
    7Y SIP Return % 18.13 20.23 15.42 | 23.29 18 | 20
    10Y SIP Return % 16.79 17.88 13.91 | 20.34 15 | 18
    Standard Deviation 14.46 14.38 12.14 | 18.45 16 | 26
    Semi Deviation 10.63 10.68 8.61 | 14.44 16 | 26
    Max Drawdown % -18.56 -18.42 -24.27 | -13.76 17 | 26
    VaR 1 Y % -18.44 -18.30 -22.97 | -12.04 14 | 26
    Average Drawdown % -6.50 -7.05 -8.94 | -4.76 6 | 26
    Sharpe Ratio 1.01 1.21 0.83 | 1.60 22 | 26
    Sterling Ratio 0.74 0.85 0.64 | 1.12 21 | 26
    Sortino Ratio 0.49 0.60 0.41 | 0.83 21 | 26
    Jensen Alpha % -2.83 0.49 -5.49 | 7.72 23 | 26
    Treynor Ratio 0.15 0.19 0.13 | 0.26 23 | 26
    Modigliani Square Measure % 21.12 24.23 18.30 | 30.96 22 | 26
    Alpha % -4.88 -1.28 -6.15 | 7.93 24 | 26
    Return data last Updated On : July 18, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2025
    KPIs: Key Performance Indicators

    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.


    Date Sundaram Large And Midcap Fund NAV Regular Growth Sundaram Large And Midcap Fund NAV Direct Growth
    18-07-2025 85.1936 95.8178
    17-07-2025 85.7479 96.4385
    16-07-2025 85.8544 96.5555
    15-07-2025 85.7939 96.4847
    14-07-2025 85.2373 95.8561
    11-07-2025 84.9338 95.5067
    10-07-2025 85.6351 96.2925
    09-07-2025 85.9461 96.6394
    08-07-2025 85.8177 96.4923
    07-07-2025 85.641 96.2908
    04-07-2025 85.7792 96.438
    03-07-2025 85.4659 96.083
    02-07-2025 85.5139 96.1343
    01-07-2025 85.6175 96.248
    30-06-2025 85.623 96.2514
    27-06-2025 85.8681 96.5187
    26-06-2025 85.3834 95.9711
    25-06-2025 84.7203 95.2231
    24-06-2025 83.9628 94.369
    23-06-2025 83.4351 93.7733
    20-06-2025 83.5966 93.9467
    19-06-2025 82.5809 92.8026
    18-06-2025 83.3204 93.6309

    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.