Sundaram Large and Mid Cap Fund Direct Growth
Scheme code: INF903J01PR9
NAV value:
₹ 89.1814
NAV date: 19 March, 2026
TER: 0.00%
Fund option: Direct
Fund type: Growth
Asset class: Equity
Asset category: Large & Mid Cap Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -29.51 | 88.76 | 14.65 | 19.00 | 14.06 |
| 3 year | -3.71 | 31.68 | 16.79 | 16.61 | 20.95 |
| 5 year | 1.72 | 28.57 | 16.88 | 16.38 | 17.1 |
| 7 year | 9.67 | 19.14 | 15.65 | 15.54 | 14.28 |
| 10 year | 13.05 | 18.98 | 16.22 | 16.46 | 15.52 |
| 12 year | 15.80 | 18.92 | 17.53 | 17.45 | 16.57 |
Comparison vs benchmark returns
| Index | Metrics | ||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NIFTY 50 |
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| NIFTY 100 |
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| NIFTY 200 |
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| NIFTY LARGEMIDCAP 250 |
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SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
Comparison vs benchmark returns
| Index | Metrics |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,95,683 - Absolute Returns: ₹95,683 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,68,809 - Absolute Returns: ₹9,68,809 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹90,08,114 - Absolute Returns: ₹30,08,114 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,48,31,827 - Absolute Returns: ₹64,31,827 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,83,05,040 - Absolute Returns: ₹1,63,05,040 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,08,70,109 - Absolute Returns: ₹2,64,70,109 - CAGR: %Drawdown Metrics
Max Drawdown
-38.05 %
Drawdown Duration
2 months
Recovery Time
8 months
Avg Drawdown
-5.39 %
Calmar Ratio by Duration
1
Y
0.4994
3
Y
0.4366
5
Y
0.4305
7
Y
0.4085
10
Y
0.4326
12
Y
0.4587
Benchmark Comparison
vs NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 year | 4.13 | 0.99 | 102.9 | 97.2 | 8.17 % | 4.00 % |
| 3 years | 5.35 | 0.99 | 100.5 | 93.5 | 16.57 % | 11.28 % |
| 5 years | 4.23 | 0.96 | 97.0 | 91.6 | 13.56 % | 9.44 % |
| 7 years | 3.92 | 0.90 | 92.1 | 87.6 | 14.24 % | 10.74 % |
| 10 years | 3.95 | 0.90 | 91.7 | 86.8 | 15.44 % | 12.06 % |
| 12 years | 3.10 | 0.90 | 91.7 | 86.7 | 12.74 % | 10.00 % |
| 15 years | 2.30 | 0.90 | 91.7 | 86.7 | 10.07 % | 7.92 % |