Sundaram Large Cap Fund Direct Growth
Scheme code: INF903JA1JC0
NAV value:
₹ 21.1096
NAV date: 19 March, 2026
TER: 0.68%
Fund option: Direct
Fund type: Growth
Asset class: Equity
Asset category: Large Cap Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -6.83 | 59.34 | 10.91 | 14.78 | 11.75 |
| 3 year | 10.00 | 21.56 | 15.00 | 15.47 | 15.29 |
| 5 year | 10.92 | 18.65 | 15.16 | 15.10 | 14.86 |
Comparison vs benchmark returns
| Index | Metrics | ||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NIFTY 50 |
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| NIFTY NEXT 50 |
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| NIFTY 100 |
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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: ₹12,71,307 - Absolute Returns: ₹71,307 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,56,543 - Absolute Returns: ₹8,56,543 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹81,38,409 - Absolute Returns: ₹21,38,409 - CAGR: %Drawdown Metrics
Max Drawdown
-16.17 %
Drawdown Duration
5 months
Recovery Time
5 months
Avg Drawdown
-3.84 %
Calmar Ratio by Duration
1
Y
0.914
3
Y
0.9567
5
Y
0.9338
Benchmark Comparison
vs NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 year | -0.24 | 0.92 | 93.4 | 92.6 | 3.96 % | 4.00 % |
| 3 years | 1.70 | 0.94 | 94.8 | 92.0 | 12.71 % | 11.28 % |
| 5 years | 1.96 | 0.95 | 95.1 | 92.4 | 11.24 % | 9.44 % |
| 7 years | 1.58 | 0.94 | 94.7 | 91.8 | 11.46 % | 10.10 % |
| 10 years | 0.95 | 0.94 | 94.7 | 91.8 | 7.89 % | 6.97 % |
| 12 years | 0.71 | 0.94 | 94.7 | 91.8 | 6.53 % | 5.77 % |
| 15 years | 0.48 | 0.94 | 94.7 | 91.8 | 5.19 % | 4.59 % |