Sundaram Large and Mid Cap Fund
Direct · Growth ₹95.20
24 Apr 2026
NAV
16.6%
3Y CAGR
16.4%
5Y CAGR
16.4%
10Y CAGR
16.6%
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.
7.26
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 | ₹12.88 L | 19.9% | -56.8% | 93.2% |
| 3 Years | ₹36.00 L | ₹45.72 L | 16.5% | -19.6% | 36.4% |
| 5 Years | ₹60.00 L | ₹90.18 L | 16.2% | -5.8% | 27.4% |
| 10 Years | ₹1.20 Cr | ₹2.82 Cr | 16.5% | 13.1% | 19.7% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 19.9% | -1.4% | +21.3% |
| 3 Years | 16.5% | 10.4% | +6.1% |
| 5 Years | 16.2% | 10.5% | +5.7% |
| 10 Years | 16.5% | 11.8% | +4.8% |