MonitorDirect · Growth
Sundaram Large and Midcap Fund
Sundaram Mutual FundEquity Scheme - Large & Mid Cap Fund13.7 years
The scheme seeks capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
- NAV
- 103.6567
- 15 Sept 2026
- 1Y
- +7.4%
- Trailing CAGR
- AUM
- ₹7,543.73 Cr
- 31 Aug 2026
- Volatility
- Medium
- 15.5% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+7.4%
- 3Y+13.6%
- 5Y+11.7%
- 10Y+15.1%
- SI+15.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+10.2%
- 3Y+9.7%
- 5Y+13.0%
- 10Y+15.2%
- Since inception
- +15.0%
- Calendar-day CAGR
- Excess 1Y
- +4.2%
- Category median, same plan and option
- 3Y win rate
- +44%
- Windows beating the median
- 3Y percentile
- 59
- Vs comparable share classes
- Worst rolling 3Y
- -3.7%
- 2632 daily-ending windows
- Median rolling 3Y
- +16.7%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2140 daily-ending windows
- SIP 3Y XIRR
- +9.7%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 18 days
- 152 recovered episodes
- Longest recovery
- 357 days
- Trough to prior peak
- Current spell
- 25 days
- Days below latest peak
- Time below peak
- +88%
- NAV observations
7 Feb 2020 – 1 Dec 2020
Trough 23 Mar 2020 · recovered in 253 days
-38.0%
8 Jan 2013 – 28 Mar 2014
Trough 28 Aug 2013 · recovered in 212 days
-21.6%
17 Jan 2022 – 7 Jun 2023
Trough 20 Jun 2022 · recovered in 352 days
-20.3%
27 Sept 2024 – 29 Oct 2025
Trough 28 Feb 2025 · recovered in 243 days
-18.9%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
59
Vs category
76
Consistency
45
Risk-adjusted
58
Drawdown
5
Mean
48
Portfolio
31 Aug 2026 · 39 holdings · top 10 are 37.0%.
- Top 5
- 20.8%
- Top 10
- 37.0%
- Largest holding
- 5.0%
- Effective holdings
- 34.9
Radico Khaitan Ltd
Consumer Staples
5.0%
Lenskart Solutions Ltd.
Consumer Discretionary
4.3%
Shriram Transport Finance Company Ltd
Financial
4.0%
Zomato Ltd
Technology
4.0%
Oracle Financial Services Software Ltd
Technology
3.5%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
ICICI Prudential Large & Mid Cap Fund
ICICI Prudential Mutual Fund
- 1Y
- +2.2%
- 3Y
- +14.9%
- Vol
- 15.3%
- Max DD
- -37.4%
- Sharpe
- 0.72
- 3Y win
- +51%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Baroda BNP Paribas Large and Mid Cap fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +1.4%
- 3Y
- +12.5%
- Vol
- 14.9%
- Max DD
- -20.6%
- Sharpe
- 0.94
- 3Y win
- +81%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Motilal Oswal Large and Midcap Fund
Motilal Oswal Mutual Fund
- 1Y
- +7.2%
- 3Y
- +21.2%
- Vol
- 19.4%
- Max DD
- -37.4%
- Sharpe
- 0.87
- 3Y win
- +98%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
PGIM India Large and Midcap Fund
PGIM India Mutual Fund
- 1Y
- +1.7%
- 3Y
- n/a
- Vol
- 14.0%
- Max DD
- -15.5%
- Sharpe
- 0.43
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
SBI LARGE & MIDCAP FUND
SBI Mutual Fund
- 1Y
- +1.7%
- 3Y
- +11.6%
- Vol
- 15.0%
- Max DD
- -36.4%
- Sharpe
- 0.74
- 3Y win
- +72%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns