Sundaram Large and Midcap Fund - Direct Plan - GROWTH

Mutual Fund · Equity Scheme - Large & Mid Cap Fund · As of 18 Oct 2026, 6:56 pm

Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.

DalalBaazaar Score

70/ 100

Good

Weighted across five categories. Every point is explained below.

✗ Worst peak-to-trough fall was 38.0%. That is the loss you would have had to hold through without selling.
✓ Captured only 87% of the index's down months
• Capture profile: 108% of index gains, 87% of index falls

Investment Checklist

2 / 4 checks passed

✓ Positive 3-year track record
✗ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✗ Historical worst drawdown contained (better than -30%)

NAV history

Key Metrics

Latest NAV

₹99.96

As of

16 Oct 2026

Fund History Available

13.8 yrs

1Y Return (CAGR)

0.8%

Moderate

3Y Return (CAGR)

13.1%

5Y Return (CAGR)

10.1%

Annualized Volatility

15.2%

Moderate

Sharpe Ratio (est.)

0.46

Moderate

Max Drawdown

-38.0%

Severe historical drop

Category Peer Comparison

Scheme	1Y Return
Navi Large & Midcap Fund - Direct Plan - Growth	0.8%
Quant Large & Mid Cap Fund - Direct Plan - Growth Option	6.5%
SBI LARGE & MIDCAP FUND - Direct Plan - Growth	-1.9%
Union Large & Midcap Fund - Direct Plan - Growth Option	0.3%

SIP / Lumpsum Calculator

Total Invested

₹6,00,000

Estimated Maturity Value

₹8,33,655

Estimated Gain

₹2,33,655

Risk Flags

This fund has seen a peak-to-trough drawdown of -38.0% in its available history — make sure you can stomach that kind of swing.

Watch Items

Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.