Should I invest in Sundaram Large and Midcap Fund Direct Plan?

We don't give personal investment advice. Sundaram Large and Midcap Fund Direct Plan - Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 20.3%. 5-year CAGR: 14.07%.

Sundaram

Sundaram Large and Midcap Fund Direct Plan - Growth

Latest NAV

₹95.3713

As of

3 Jun 2026

3,297 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.28%	+0.15%	+0.13	14 / 34	Q2
1W	-1.41%	-1.78%	+0.37	8 / 34	Q1
2W	+1.01%	-0.02%	+1.03	5 / 34	Q1
1M	+0.81%	-0.52%	+1.32	5 / 34	Q1
3M	-1.50%	+0.66%	-2.15	28 / 34	Q4
6M	-3.81%	-3.20%	-0.61	20 / 34	Q3
YTD	-4.07%	-3.29%	-0.78	18 / 34	Q3
1Y	+3.16%	+1.81%	+1.35	13 / 33	Q2
2Y	+4.02%	+4.91%	-0.89	18 / 30	Q3
3Y	+14.82%	+16.92%	-2.10	21 / 27	Q4
4Y	+15.13%	+16.88%	-1.75	18 / 27	Q3
5Y	+14.07%	+15.02%	-0.95	18 / 27	Q3
7Y	+14.45%	+16.10%	-1.65	19 / 23	Q4
10Y	+15.27%	+15.15%	+0.12	11 / 20	Q3
Inception	—	—	—	—	—

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-4.07%	-3.29%	-0.78	18 / 34
2025	+4.25%	+4.90%	-0.66	20 / 32
2024	+22.25%	+24.93%	-2.68	17 / 28
2023	+27.71%	+31.20%	-3.48	22 / 27
2022	-0.17%	+2.92%	-3.09	19 / 27
2021	+42.76%	+38.33%	+4.44	6 / 27
2020	+9.19%	+17.02%	-7.83	26 / 26
2019	+11.12%	+9.44%	+1.67	9 / 22
2018	+2.08%	-6.02%	+8.10	1 / 21
2017	+36.47%	+38.46%	-2.00	14 / 21
2016	+7.42%	+7.16%	+0.26	10 / 20

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+18.89%

151 windows

min -27.7% · max 79.2%

86% positive

3-Year rolling

+16.45%

127 windows

min -3.2% · max 30.3%

98% positive

5-Year rolling

+16.23%

103 windows

min 2.1% · max 25.6%

100% positive

7-Year rolling

+15.47%

78 windows

min 10.3% · max 18.5%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

14.38%

3-year · annualised

Sharpe ratio

0.59

vs risk-free 6.5%

Sortino ratio

0.86

Downside-only deviation

Max drawdown

-18.91%

Sep 2024 → Feb 2025

% positive months

77.8%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Large & Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC Large and Mid Cap Fund - Growth Option - Direct Plan	HDFC	₹348.8940	3 Jun 2026
Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Bonus Option	Nippon India	₹263.7372	3 Jun 2026
SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth	SBI	₹683.8671	2 Jun 2026
ICICI Prudential Large & Mid Cap Fund - Direct Plan - Growth	ICICI Prudential	₹1,109.9000	3 Jun 2026
Invesco India Large & Mid Cap Fund - Direct Plan - Growth	Invesco	₹119.2100	3 Jun 2026
Bandhan Large & Mid Cap Fund - Direct Plan - Growth	Bandhan	₹160.3360	3 Jun 2026
quant Large & Mid Cap Fund - Growth Option-Direct Plan	Quant	₹134.6766	3 Jun 2026
Aditya Birla Sun Life Large & Mid Cap Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹999.2500	3 Jun 2026
Motilal Oswal Large and Midcap Fund - Direct Plan Growth	Motilal Oswal	₹38.4109	3 Jun 2026
Franklin India Large & Mid Cap Fund - Direct - Growth	Franklin India	₹199.5382	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹95.3713
2 Jun 2026	₹95.8855
1 Jun 2026	₹95.6150
29 May 2026	₹96.5555
27 May 2026	₹97.5725
26 May 2026	₹97.2559
22 May 2026	₹95.8885
21 May 2026	₹95.5393
20 May 2026	₹95.0651
19 May 2026	₹94.9259

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Sundaram Large and Midcap Fund Direct Plan - Growth is ₹95.3713. It's a Large & Mid Cap Fund from Sundaram, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Sundaram Large and Midcap Fund Direct Plan - Growth has NAV history starting from 03 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Sundaram Large and Midcap Fund Direct Plan - Growth is managed by Sundaram. It's classified by AMFI under the 'Large & Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Sundaram Large and Midcap Fund Direct Plan - Growth has delivered a absolute return of 3.16% — +1.35 pp ahead of the Large & Mid Cap Fund category average of 1.81%. The fund ranks #13 of 33 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Sundaram Large and Midcap Fund Direct Plan - Growth has delivered a CAGR of 14.82% — -2.1 pp behind the Large & Mid Cap Fund category average of 16.92%. The fund ranks #21 of 27 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Sundaram Large and Midcap Fund Direct Plan - Growth has delivered a CAGR of 14.07% — -0.95 pp behind the Large & Mid Cap Fund category average of 15.02%. The fund ranks #18 of 27 in its category — the third (Q3) quartile.

₹1 lakh invested in Sundaram Large and Midcap Fund Direct Plan - Growth exactly 10 years ago would be worth approximately ₹414,040 today — a multiplier of 4.14×, based on the 10-year CAGR of 15.27%. The category average over the same window would have grown ₹1 lakh to ₹409,764.

A ₹10,000 monthly SIP in Sundaram Large and Midcap Fund Direct Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹800,970 today. That's an XIRR (money-weighted annualised return) of 11.49%.

A ₹10,000 monthly SIP for 10 years in Sundaram Large and Midcap Fund Direct Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹2,560,693 (multiplier 2.13×). XIRR: 14.49%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Sundaram Large and Midcap Fund Direct Plan - Growth ranks #18 out of 27 funds in the Large & Mid Cap Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 15.02%; this fund delivered 14.07%.

The worst peak-to-trough decline Sundaram Large and Midcap Fund Direct Plan - Growth has experienced over the last 5-year window is 20.28% — its NAV fell from a high on 17 Jan 2022 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Sundaram Large and Midcap Fund Direct Plan - Growth averaged 16.23% (best 25.62%, worst 2.13%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.54 — reasonable risk-adjusted performance.

In calendar year 2025, Sundaram Large and Midcap Fund Direct Plan - Growth returned 4.25% — lagging the Large & Mid Cap Fund category average of 4.90% by 0.66 pp. It ranked #20 of 32 in its category that year.

Sundaram Large and Midcap Fund Direct Plan - Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Sundaram Large and Midcap Fund Direct Plan - Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 20.3%. 5-year CAGR: 14.07%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.