Sundaram Large and Midcap Fund - Direct Plan - GROWTH
code 119566 Large & Mid Cap Fund direct plan · growth NAVs 2013-01-08 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2013-01-08, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 1.80% | -6.51% | -6.55% | 0.03% | 2026-10-09 → 2026-11-09 |
| 3M | -4.84% | 0.99% | -3.92% | 4.91% | 2026-08-07 → 2026-11-09 |
| 6M | 4.68% | 14.27% | 6.18% | 8.09% | 2026-05-08 → 2026-11-09 |
| 1Y | 3.84% | 6.72% | -0.09% | 6.81% | 2025-11-07 → 2026-11-09 |
| 3Y | 13.67% | 13.31% | 10.83% | 2.48% | 2023-11-09 → 2026-11-09 |
| 5Y | 10.59% | 11.45% | 10.98% | 0.47% | 2021-11-09 → 2026-11-09 |
| 7Y | 14.97% | 15.35% | 16.58% | -1.23% | 2019-11-08 → 2026-11-09 |
| 10Y | 14.93% | 14.99% | 14.35% | 0.64% | 2016-11-09 → 2026-11-09 |
| since inception | 14.66% | 14.72% | 14.81% | -0.09% | 2013-01-08 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| fund | 50.20% | 3.90% | 7.94% | 37.38% | 1.65% | 11.36% | 9.10% | 43.83% | -0.17% | 28.26% | 22.39% | 4.64% |
| benchmark | 48.39% | 4.12% | 6.01% | 44.06% | -5.16% | 6.03% | 20.87% | 37.04% | 4.48% | 32.66% | 18.68% | 8.19% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 3,126 | 18.45% | 13.92% | -29.38% | 88.76% | 86% | 50% |
| 3 years | 2,638 | 16.54% | 16.64% | -3.71% | 31.68% | 99% | 44% |
| 5 years | 2,145 | 16.22% | 16.45% | 1.71% | 28.55% | 100% | 52% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 12.94% | 10.17% | 13.90% |
| volatility | 16.72% | 15.40% | 17.89% |
| max drawdown | -18.91% | -20.28% | -38.05% |
| downside deviation | 11.86% | 10.57% | 13.04% |
| Sharpe ratio | 0.46 | 0.34 | 0.52 |
| Sortino ratio | 0.65 | 0.49 | 0.72 |
| Calmar ratio | 0.68 | - | - |
| alpha (annualised) | - | - | - |
| beta | - | - | - |
| R² | - | - | - |
| tracking error | - | - | - |
| information ratio | - | - | - |
| up / down capture | - | - | - |
| Treynor ratio | - | - | - |
36 months: benchmark lacks some months of the window: no relative metrics
60 months: benchmark lacks some months of the window: no relative metrics
120 months: benchmark lacks some months of the window: no relative metrics
Category: Large & Mid Cap Fund
Overall ★★★☆☆ (3y ★★★☆☆ · 5y ★★☆☆☆ · 10y ★★★☆☆) · as of 2026-10 · 165 months of history
| percentile rank (1 = best) | 3 years of 26 funds | 5 years of 26 funds | 10 years of 19 funds |
|---|---|---|---|
| return | 48th | 72nd | 45th |
| volatility | 76th | 68th | 78th |
| Sharpe | 52nd | 72nd | 50th |
| Sortino | 60th | 72nd | 56th |
| worst fall | 64th | 72nd | 62nd |
| risk-adjusted return (MRAR) | 60th | 72nd | 62nd |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.