Sundaram Large And Midcap Fund Overview
Category Large & Mid Cap Fund
BMSMONEY Rank 16
BMSMONEY Rating
Gro. Opt. As On: 13-01-2025
NAV ₹79.51(R) -3.13% ₹88.96(D) -3.12%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 11.49% 10.8% 16.38% 12.95% 13.55%
LumpSum (D) 12.69% 12.04% 17.78% 14.26% 14.67%
SIP (R) 1.27% 16.75% 18.38% 16.59% 15.38%
SIP (D) 2.4% 18.05% 19.77% 17.93% 16.63%
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: 13-01-2025

Scheme Name NAV Rupee Change Percent Change
Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) 28.77
-0.9300
-3.1300%
Sundaram Large and Midcap Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) 32.88
-1.0600
-3.1200%
Sundaram Large and Midcap Fund Regular Plan - Growth 79.51
-2.5700
-3.1300%
Sundaram Large and Midcap Fund Direct Plan - Growth 88.96
-2.8700
-3.1200%

Review Date: 13-01-2025

Sundaram Large And Midcap Fund has shown 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 11.49% in 1 year, 10.8% in 3 years, 16.38% in 5 years and 13.55% in 10 years. The category average for the same periods is 13.35%, 13.52%, 19.08% and 13.91% 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 ₹11269.0 in 1 year, ₹14066.0 in 3 years and ₹22661.0 in 5 years as of today (13-01-2025).
  2. An SIP of ₹1,000 per month in Sundaram Large And Midcap Fund direct growth option would have grown to ₹12156.0 in 1 year, ₹47002.0 in 3 years and ₹98222.0 in 5 years as of today (13-01-2025).
  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 % -9.34
-9.15
-12.75 | -5.97 17 | 29 Average
3M Return % -9.35
-9.78
-12.62 | -7.42 11 | 29 Good
6M Return % -6.04
-6.27
-14.45 | 3.62 16 | 29 Good
1Y Return % 11.49
13.35
5.88 | 27.10 17 | 27 Average
3Y Return % 10.80
13.52
4.44 | 20.95 21 | 26 Average
5Y Return % 16.38
19.08
13.83 | 24.00 23 | 25 Poor
7Y Return % 12.95
13.21
9.13 | 15.61 14 | 20 Average
10Y Return % 13.55
13.91
11.28 | 16.93 10 | 17 Good
15Y Return % 12.37
13.51
10.27 | 18.21 12 | 15 Average
1Y SIP Return % 1.27
1.23
-11.44 | 18.77 16 | 27 Average
3Y SIP Return % 16.75
19.21
12.63 | 31.75 19 | 26 Average
5Y SIP Return % 18.38
20.47
14.04 | 28.52 19 | 25 Average
7Y SIP Return % 16.59
18.21
13.23 | 21.23 15 | 20 Average
10Y SIP Return % 15.38
16.17
12.17 | 18.54 13 | 17 Average
15Y SIP Return % 14.67
15.35
12.88 | 18.63 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. 13, 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 % -9.25 -9.06 -12.68 | -5.90 17 | 29
3M Return % -9.11 -9.52 -12.34 | -7.09 11 | 29
6M Return % -5.54 -5.73 -13.91 | 4.27 15 | 29
1Y Return % 12.69 14.64 6.87 | 28.76 17 | 27
3Y Return % 12.04 14.83 5.31 | 22.67 21 | 26
5Y Return % 17.78 20.44 14.81 | 25.64 22 | 25
7Y Return % 14.26 14.40 10.11 | 16.86 14 | 20
10Y Return % 14.67 14.98 12.14 | 18.01 10 | 17
1Y SIP Return % 2.40 2.43 -10.37 | 20.35 16 | 27
3Y SIP Return % 18.05 20.58 13.57 | 33.57 17 | 26
5Y SIP Return % 19.77 21.88 15.02 | 30.40 18 | 25
7Y SIP Return % 17.93 19.45 14.20 | 22.78 15 | 20
10Y SIP Return % 16.63 17.24 13.19 | 19.71 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. 13, 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 -3.13 ₹ 9,687.00 -3.12 ₹ 9,688.00
1W -5.66 ₹ 9,434.00 -5.64 ₹ 9,436.00
1M -9.34 ₹ 9,066.00 -9.25 ₹ 9,075.00
3M -9.35 ₹ 9,065.00 -9.11 ₹ 9,089.00
6M -6.04 ₹ 9,396.00 -5.54 ₹ 9,446.00
1Y 11.49 ₹ 11,149.00 12.69 ₹ 11,269.00
3Y 10.80 ₹ 13,601.00 12.04 ₹ 14,066.00
5Y 16.38 ₹ 21,347.00 17.78 ₹ 22,661.00
7Y 12.95 ₹ 23,452.00 14.26 ₹ 25,430.00
10Y 13.55 ₹ 35,625.00 14.67 ₹ 39,320.00
15Y 12.37 ₹ 57,484.00 ₹

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 1.27 ₹ 12,082.74 2.40 ₹ 12,156.01
3Y ₹ 36000 16.75 ₹ 46,140.70 18.05 ₹ 47,002.43
5Y ₹ 60000 18.38 ₹ 94,937.94 19.77 ₹ 98,222.22
7Y ₹ 84000 16.59 ₹ 151,857.64 17.93 ₹ 159,272.40
10Y ₹ 120000 15.38 ₹ 268,677.48 16.63 ₹ 287,424.00
15Y ₹ 180000 14.67 ₹ 599,632.02 ₹


Date Sundaram Large And Midcap Fund NAV Regular Growth Sundaram Large And Midcap Fund NAV Direct Growth
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
16-12-2024 87.9615 98.3406
13-12-2024 87.6919 98.0307

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.