Sundaram Large and Mid Cap Fund Direct Growth

Scheme code: INF903J01PR9 NAV value: ₹ 87.9359 NAV date: 15 April, 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 year	0.50	49.73	27.91	30.46
3 year	9.84	33.66	19.60	21.66
5 year	3.79	28.91	15.55	16.04
7 year	8.70	19.22	15.45	15.02
10 year	13.05	19.30	16.82	16.29
12 year	15.32	17.40	16.62	15.16

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	27.91
3 year	6.28	33.32	15.57	19.6
5 year	0.74	26.02	12.91	15.55
7 year	3.33	15.62	11.64	15.45
10 year	3.49	17.22	10.65	16.82
12 year	3.07	16.17	10.8	16.62
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	27.91
3 year	6.56	32.12	15.66	19.6
5 year	1	26.2	12.75	15.55
7 year	3.8	15.42	11.84	15.45
10 year	3.8	18	11.09	16.82
12 year	3.63	16.86	11.19	16.62
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	27.91
3 year	7.68	33.37	17	19.6
5 year	0.71	27.63	13.15	15.55
7 year	3.76	16.01	12.04	15.45
10 year	3.56	16.94	10.94	16.82
12 year	3.31	16.54	10.99	16.62
15 year	6.56	16.42	10.95

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 year	12,00,000	13,13,841	1,13,841	9.49
3 year	36,00,000	47,48,550	11,48,550	9.67
5 year	60,00,000	91,84,785	31,84,785	8.89
7 year	84,00,000	1,46,45,718	62,45,718	8.27
10 year	1,20,00,000	2,84,58,330	1,64,58,330	9.02
12 year	1,44,00,000	4,07,31,166	2,63,31,166	9.05

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	9.49
3 year	7.35	9.67
5 year	7.28	8.89
7 year	6.36	8.27
10 year	5.93	9.02
12 year	6.09	9.05

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	9.49
3 year	7.51	9.67
5 year	7.25	8.89
7 year	6.38	8.27
10 year	6.15	9.02
12 year	6.3	9.05

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	9.49
3 year	8.25	9.67
5 year	7.64	8.89
7 year	6.58	8.27
10 year	6.21	9.02
12 year	6.36	9.05

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%