Sundaram Large and Midcap Fund - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)
Performance chart
Benchmark: Nifty 200 price index (excludes dividends, so it slightly understates the index's total return). Past performance may or may not be sustained in future.
Quick take
- Over 5 years it returned 3.8% a year, against Nifty 200 6.4%.
- Volatility over 3 years was 16.9% a year (Nifty 200: 14.3%), with a Sharpe ratio of -0.1.
- Its biggest fall from a peak was 45.9% (9 Jan 2018 to 23 Mar 2020).
- It did better than the Nifty 200 in 2 of the last 10 calendar years.
- Across all 3-year periods since launch, yearly returns ranged from -14.0% to 24.5% and were positive 89% of the time.
- Expense ratio 1.42%, fund size ₹7,131 crore.
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| Returns (%) | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 7Y | 10Y | Since launch |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| This fund | +0.93% | -3.54% | -3.81% | +5.01% | +0.26% | -4.81% | -6.20% | +4.83% | +3.82% | +9.01% | +6.28% | +7.64% |
| Nifty 200 | +2.93% | -1.24% | -4.83% | -3.22% | -8.66% | -6.20% | -3.49% | +7.90% | +6.36% | +12.37% | +11.02% | +12.32% |
Point-to-point NAV returns as on 15 Oct 2026; over 1 year, yearly compounded (CAGR). Category: Direct Growth plans in Large & Mid Cap Funds. Q1 = top quarter by return over that period.
Calendar-year returns
| Year | 2026 YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| This fund | +0.26% | -2.35% | +13.28% | +19.01% | -7.17% | +33.98% | +7.35% | +1.26% | -14.54% | +24.43% | +4.94% |
| Nifty 200 | -8.66% | +8.40% | +13.63% | +23.49% | +3.65% | +27.47% | +15.62% | +8.68% | -1.01% | +33.43% | +3.70% |
| Difference | +8.92% | -10.75% | -0.35% | -4.48% | -10.82% | +6.51% | -8.27% | -7.42% | -13.53% | -9.00% | +1.24% |
January to December each year; the current year is to date.
Risk and consistency
| Risk measure | 3 years | 5 years |
|---|---|---|
| Volatility (standard deviation) ? | 16.88% | 16.33% |
| Nifty 200 volatility ? | 14.30% | 14.48% |
| Sharpe ratio ? | -0.10 | -0.16 |
| Sortino ratio ? | -0.12 | -0.21 |
| Beta ? | 1.01 | 0.99 |
| Alpha (yearly) ? | -3.08% | -2.54% |
| R-squared ? | 0.73 | 0.77 |
| Up-market capture ? | 101.00% | 94.50% |
| Down-market capture ? | 102.90% | 106.10% |
| Maximum drawdown | -25.10% | -25.10% |
Rolling 3-year returns (yearly)
Rolling 5-year returns (yearly)
Every 3- and 5-year period since launch, checked weekly. It shows how consistent returns were, whenever someone invested.
SIP returns: ₹10,000 every month
| SIP for | Invested | Value today | Gain | XIRR | Nifty 200 XIRR |
|---|---|---|---|---|---|
| 1Y | ₹1,20,000 | ₹1,20,853 | ₹853 | +1.32% | -8.54% |
| 3Y | ₹3,60,000 | ₹3,67,317 | ₹7,317 | +1.31% | +0.35% |
| 5Y | ₹6,00,000 | ₹6,73,834 | ₹73,834 | +4.59% | +6.19% |
| 10Y | ₹12,00,000 | ₹17,27,115 | ₹5,27,115 | +7.08% | +10.54% |
A ₹10,000 instalment on the same date every month, valued at the latest NAV. XIRR is the yearly return on those dated instalments. Try the SIP calculator.
Compare with all Large & Mid Cap Funds (36)
Sorted by 3-year return; tap a heading to sort. Sorting by past returns is a way to explore data, not a ranking of which fund to choose. 3Y and 5Y are yearly (CAGR).
Scheme details
- Investment objective
- To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
- Fund managers
- Madanagopal Ramu, Shalav Saket
- Fund house
- Sundaram Mutual Fund
- Category
- Large & Mid Cap Funds · Equity
- Benchmark used here
- Nifty 200 (price index)
- Plan / option
- Direct · IDCW (income distribution)
- AMFI scheme code
- 119565
- ISIN
- INF903J01PP3, INF903J01PQ1
- Scheme documents
- SID, KIM and factsheets (fund house website) · exit load and full portfolio are in these documents.
About Large & Mid Cap Funds
Large & Mid Cap Funds invest at least 35% in large-cap companies (the 100 biggest listed companies) and at least 35% in mid-cap companies (the 101st to 250th), giving a mix of established leaders and growing businesses.
Generally used by investors with a long horizon (5+ years) who can accept equity ups and downs.
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