Sundaram Large and Mid Cap Fund Direct Growth

Scheme code: INF903J01PR9 NAV value: ₹ 90.6724 NAV date: 7 May, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Large & Mid Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year0.5049.7327.9130.46
3 year9.8433.6619.6021.66
5 year3.7928.9115.5516.04
7 year8.7019.2215.4515.02
10 year13.0519.3016.8216.29
12 year15.3217.4016.6215.16

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5315.5127.91
3 year 6.2833.3215.7919.6
5 year 3.5426.0213.515.55
7 year 3.3315.6211.7115.45
10 year 3.4917.2210.616.82
12 year 3.0716.1710.8416.62
15 year 6.9515.6610.88
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -57.24250.45139.0627.91
3 year 9.0858.729.3119.6
5 year 3.674818.0415.55
7 year 3.831.0314.1415.45
10 year 3.828.9312.3916.82
12 year 3.6326.6512.5916.62
15 year 7.0132.2612.89
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3720.7627.91
3 year 7.6833.3717.0919.6
5 year 2.3527.6313.5115.55
7 year 3.7616.0112.0715.45
10 year 3.5616.9410.9216.82
12 year 3.3116.5411.0116.62
15 year 6.5616.4210.96
NIFTY LARGEMIDCAP 250
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -3624.56-2.5927.91
3 year -7.7814.624.2219.6

Rolling return for 1 year

- Average return: 27.91% - Median return: 32.37% - Average standard deviation: 5.09

Rolling return for 3 year

- Average return: 19.6% - Median return: 18.95% - Average standard deviation: 1.94

Rolling return for 5 year

- Average return: 15.55% - Median return: 15.73% - Average standard deviation: 1

Rolling return for 7 year

- Average return: 15.45% - Median return: 15.55% - Average standard deviation: 0.73

Rolling return for 10 year

- Average return: 16.82% - Median return: 17.06% - Average standard deviation: 0.49

Rolling return for 12 year

- Average return: 16.62% - Median return: 16.75% - Average standard deviation: 0.47

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00013,13,8411,13,8419.49
3 year36,00,00047,48,55011,48,5509.67
5 year60,00,00091,84,78531,84,7858.89
7 year84,00,0001,46,45,71862,45,7188.27
10 year1,20,00,0002,84,58,3301,64,58,3309.02
12 year1,44,00,0004,07,31,1662,63,31,1669.05

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Average return (%) Fund's return (%)
1 year 4.99.49
3 year 7.39.67
5 year 7.488.89
7 year 6.398.27
10 year 5.959.02
12 year 6.119.05
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 44.029.49
3 year 20.649.67
5 year 138.89
7 year 9.488.27
10 year 7.999.02
12 year 8.129.05
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 6.359.49
3 year 8.229.67
5 year 7.778.89
7 year 6.68.27
10 year 6.239.02
12 year 6.379.05
NIFTY LARGEMIDCAP 250
Duration Average return (%) Fund's return (%)
1 year 3.259.49
3 year 1.119.67

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,13,841 - Absolute Returns: ₹1,13,841 - CAGR: 9.49%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹47,48,550 - Absolute Returns: ₹11,48,550 - CAGR: 9.67%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹91,84,785 - Absolute Returns: ₹31,84,785 - CAGR: 8.89%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,46,45,718 - Absolute Returns: ₹62,45,718 - CAGR: 8.27%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,84,58,330 - Absolute Returns: ₹1,64,58,330 - CAGR: 9.02%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,07,31,166 - Absolute Returns: ₹2,63,31,166 - CAGR: 9.05%