Sundaram Large and Mid Cap Fund
Direct · Growth ₹106.27
04 Aug 2026
NAV
16.6%
3Y CAGR
16.3%
5Y CAGR
16.4%
10Y CAGR
16.5%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
7.39
Sharpe
-38.0%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.85 L | 19.5% | -56.8% | 93.2% |
| 3 Years | ₹36.00 L | ₹45.65 L | 16.3% | -19.6% | 36.4% |
| 5 Years | ₹60.00 L | ₹89.76 L | 16.1% | -5.8% | 27.4% |
| 7 Years | ₹84.00 L | ₹1.48 Cr | 15.9% | 1.6% | 22.7% |
| 10 Years | ₹1.20 Cr | ₹2.80 Cr | 16.4% | 13.1% | 19.7% |
| 12 Years | ₹1.44 Cr | ₹4.03 Cr | 16.0% | 13.4% | 18.6% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 19.5% | 14.5% | 16.5% | +5.1% |
| 3 Years | 16.3% | 11.2% | 17.8% | +5.2% |
| 5 Years | 16.1% | 10.4% | 17.3% | +5.7% |
| 7 Years | 15.9% | 10.6% | 16.6% | +5.4% |
| 10 Years | 16.4% | 11.5% | 16.8% | +4.9% |
| 12 Years | 16.0% | 11.4% | 16.5% | +4.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 18.6% | 14.1% | -29.5% | 88.8% | 0.60 | 2.19 | 86% | — | — |
| 3 Years | 16.6% | 16.7% | -3.7% | 31.7% | 1.80 | 8.63 | 99% | — | — |
| 5 Years | 16.3% | 16.6% | 1.7% | 28.6% | 2.16 | 27.82 | 100% | — | — |
| 10 Years | 16.4% | 16.0% | 13.1% | 19.0% | 7.39 | — | 100% | — | — |
-38.0%
Max Drawdown
2 mo
Drawdown Duration
8 mo
Recovery Time
-5.4%
Avg Drawdown
Calmar Ratio by Duration
0.49
1Y
0.44
3Y
0.43
5Y
0.41
7Y
0.43
10Y
0.45
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +12.96 | 1.07 | 111.7% | 95.6% | 12.0% | -0.4% |
| 3 Years | +8.20 | 1.02 | 104.8% | 94.9% | 16.3% | 8.0% |
| 5 Years | +5.51 | 0.98 | 99.0% | 92.5% | 14.1% | 8.7% |
| 7 Years | +6.02 | 0.91 | 94.1% | 87.8% | 17.9% | 12.4% |
| 10 Years | +5.12 | 0.91 | 93.3% | 87.2% | 15.8% | 11.2% |
| 12 Years | +5.51 | 0.90 | 92.2% | 85.6% | 15.3% | 10.2% |
| 15 Years | +4.30 | 0.87 | 90.5% | 84.6% | 13.8% | 9.9% |
43
Total Holdings
35.8%
Top 10 Weight
22
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Radico Khaitan Ltd | 4.78% |
| 2 | Oracle Financial Services Software Ltd | 4.23% |
| 3 | Shriram Finance Ltd | 4.03% |
| 4 | MTAR Technologies Ltd | 3.61% |
| 5 | TD Power Systems Ltd | 3.31% |
| 6 | Cholamandalam Investment and Finance Company Ltd | 3.29% |
| 7 | Five-Star Business Finance Ltd | 3.27% |
| 8 | Interglobe Aviation Ltd | 3.20% |
| 9 | National Aluminium Company Ltd | 3.02% |
| 10 | Zomato Ltd | 3.01% |