Sharpe ratio
0.57Return earned for the risk taken.
Moderate
Moderate risk-adjusted returns. The reward for risk has been average.
+5.24%1Y Absolute Return
-0.44%1D
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Past performance is not an indicator of future returns.
Returns calculator comparison
Compare an illustrative investment outcome across return assumptions.
| Asset | Projected corpus | Total invested | Gain | Annual return |
|---|---|---|---|---|
| Sundaram Large and Midcap Fund Direct Plan - GrowthFund 5Y annualised return | ₹9,59,639 | ₹7,32,612 | ₹2,27,027 | +11.00% |
| EPFIllustrative annual assumption | ₹8,95,132 | ₹7,32,612 | ₹1,62,520 | +8.25% |
| Residential propertyIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| PPFIllustrative annual assumption | ₹8,69,819 | ₹7,32,612 | ₹1,37,207 | +7.10% |
| Bank fixed depositIllustrative annual assumption | ₹8,56,981 | ₹7,32,612 | ₹1,24,369 | +6.50% |
| GoldIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| Savings accountIllustrative annual assumption | ₹7,86,827 | ₹7,32,612 | ₹54,215 | +3.00% |
Illustration only. Fund results use the available NAV-derived annualised return and can be negative. Reference rows are assumptions, not current quoted rates or guaranteed returns; property excludes transaction costs, taxes, and liquidity constraints. Mutual fund investments are subject to market risk.
Wealth multiple
₹1 became₹1.15
₹1 Lakh since launch₹1.15 Lakh
Fund age13.8 yrs
Fund information
Scheme code119566
ISININF903J01PR9
BenchmarkNIFTY Large Midcap 250 TRI
CategoryEquity Scheme - Large & Mid Cap Fund
Expense ratio1.47%
Exit loadFor units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Minimum SIP₹100 SIP
Return comparison
38th / 142 in category| Period | Fund | Benchmark | Category avg |
|---|---|---|---|
| 1M | +60.27% | — | — |
| 3M | -13.43% | — | — |
| 6M | +21.55% | — | — |
| 1Y | +5.24% | — | +1.73% |
| 3Y | +14.29% | — | +11.84% |
| 5Y | +11.00% | — | +9.46% |
| 10Y | +15.29% | — | — |
| Since Launch | +14.85% | — | — |
Risk-adjusted performance
Every measure is expanded with a plain-language reading of the latest calculated value.
Sortino ratio
0.78Return earned while limiting downside risk.
Moderate
Moderate downside risk-adjusted performance.
Standard deviation
17.10%How much the fund’s returns fluctuate over time.
High volatility
Returns can swing significantly.
Beta
—How closely the fund moves with the market.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Alpha
—Extra return generated above the benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Treynor ratio
—Return earned for each unit of market risk taken.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Calmar ratio
0.39How well the fund rewarded investors relative to its biggest decline.
Low
Returns have been modest compared to the drawdowns experienced.
Information ratio
—How consistently the fund outperformed its benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Portfolio allocation
Latest disclosed portfolio mix
Asset allocation
Portfolio100%
Equity99.90%
Cash0.10%
Market cap allocation
Sector allocation
Equity exposure by sector
Top holdings
10 of 45 disclosed positions
| Holding | Sector | Instrument type | Weight |
|---|---|---|---|
| Radico Khaitan Ltd | Consumer Staples | Equity | 4.7811% |
| Oracle Financial Services Software Ltd | Technology | Equity | 4.2294% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 4.0342% |
| MTAR Technologies Ltd | Industrials | Equity | 3.6103% |
| TD Power Systems Ltd | Industrials | Equity | 3.3079% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 3.2905% |
| Five-Star Business Finance Ltd | Financial | Equity | 3.2663% |
| Interglobe Aviation Ltd | Industrials | Equity | 3.2028% |
| National Aluminium Company Ltd | Materials | Equity | 3.0159% |
| Zomato Ltd | Technology | Equity | 3.0073% |
Fund management
MA
Madanagopal Ramu
Since 2026 · Prior to joining the Sundaram AMC, he was associated with Centrum Broking Pvt Ltd, Sundaram Mutual Fund, Sundaram Alternates and Motilal Oswal AMC
MBA, Grad.CWA
SH
Shalav Saket
Since 2026 · Prior joining the Sundaram AMC, he was associated with SAMC, BofA Securities, PWC, Samsung.
MBA, B-Tech, CFA
Compare similar funds
No comparable category funds are available yet.
Summary
A very high-risk equity scheme - large & mid cap fund. Ahead of its category average over 3Y by 2.4 points. Has fallen sharply before — down -38.0% at its worst.
Strengths
- Ahead of its category average over 3Y by 2.4 points.
Weaknesses
- Has fallen sharply before — down -38.0% at its worst.
Ideal investor
- Needs a 5–7+ years horizon to ride out its very high risk level.
- Good fit for SIPs — spreading purchases smooths out 17.1% volatility.
Risk drivers
- Corrections have been sharp — worst fall -38.0% with 17.1% volatility. Took 8 months to recover last time.