Sundaram Large and Midcap Fund Direct Plan

Large & Mid CapEquity SEBI-regulated

NAV (Direct-Growth)

₹101.7217

As of 1 Jul 2026 · AMFI

AUM

₹6.7K Cr

Expense ratio

0.77%

1Y returns

+6.46%

cat 0.84%

3Y CAGR

+16.02%

cat 15.90%

5Y CAGR

+14.80%

cat 14.57%

Std deviation 3Y

+15.95%

cat 16.24%

In plain English

Sundaram Large and Midcap Fund Direct Plan is a Large & Mid Cap scheme from Sundaram. The portfolio is ~97% in equities. Long-run track record: about 14.8% CAGR over 5 years. Volatility is typical for equity — 20–30 % drawdowns happen during market stress. Worst historical drawdown: -38% in Mar 2020, recovered in 8 months. Wrong fit if you need this money in less than 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

NAV (Direct-Growth)

₹101.7217

Last 1Y

+5.69%

Jul 25Min ₹86.69 · Max ₹101.72 · 245 ptsJul 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-38.0%

Peak ₹40.29 on 7 Feb 2020 → trough ₹24.96 on 23 Mar 2020 (2 months down).

Recovered in 8 months· 1 Dec 2020

Aug 2013

-21.6%

Peak ₹15.37 on 8 Jan 2013 → trough ₹12.05 on 28 Aug 2013 (8 months down).

Recovered in 7 months· 28 Mar 2014

Jun 2022

-20.3%

Peak ₹63.58 on 17 Jan 2022 → trough ₹50.69 on 20 Jun 2022 (5 months down).

Recovered in 12 months· 7 Jun 2023

Feb 2025

-18.9%

Peak ₹99.97 on 27 Sept 2024 → trough ₹81.07 on 28 Feb 2025 (5 months down).

Recovered in 8 months· 29 Oct 2025

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Honesty score

A 1–5 grade on the dimensions other sites won't surface — expense bloat, AUM bloat, concentration, mandate compliance.

Honesty score

4 / 5

Solid scheme on the dimensions we check. No red flags.

Expense ratio
0.77% — typical for category.
AUM size
₹6.7K Cr — reasonable for a mid-cap fund.
Sector concentration
Top 3 sectors = 55.3% — diversified across sectors.
Style drift
Only 38% in mid caps — SEBI mandate is 65%+.

Computed from expense ratio, AUM, sector concentration and SEBI mandate compliance. No paid review.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.33%	+0.15%	24/ 33
1M	+8.78%	+8.95%	18/ 33
3M	+1.41%	+2.25%	19/ 33
6M	+1.67%	-0.07%	7/ 33
YTD	+2.63%	+0.20%	8/ 33
1Y	+6.46%	+0.84%	5/ 32
2Y	+7.54%	+6.59%	20/ 29
3Y	+16.02%	+15.90%	16/ 26
5Y	+14.80%	+14.57%	15/ 26
7Y	+15.07%	+13.92%	18/ 22
10Y	+15.65%	+14.77%	12/ 20

Portfolio composition

Asset allocation

Equity97.21%
Cash2.79%

By market cap

Large cap34.85%
Mid cap38.37%
Small cap10.40%
Others16.38%

Concentration

Holdings

Avg market cap

₹82.0K Cr

Top 10 stocks

30.90%

Top 5 stocks

17.01%

Top 3 sectors

55.27%

Top holdings

Top 15 positions by weight, latest disclosure.

#InstrumentSectorWeight

1
Shriram Finance Ltd
—3.86%
1
HDFC Bank Ltd
—3.72%
2
State Bank of India
—3.66%
2
State Bank of India
—3.66%
3
Oracle Financial Services Software Ltd
—3.33%
4
National Aluminium Co Ltd
—3.16%
3
Larsen & Toubro Ltd
—3.16%
4
Eternal Ltd
—3.02%
5
Radico Khaitan Ltd
—3.00%
6
Larsen & Toubro Ltd
—3.00%
7
Eternal Ltd
—2.99%
8
InterGlobe Aviation Ltd
—2.72%
9
Margin Money For Derivatives
—2.66%
5
Bharti Airtel Ltd
—2.66%
10
FSN E-Commerce Ventures Ltd
—2.60%

Fundamentals (vs category)

Portfolio-weighted ratios, compared with the category average.

MetricFundCategory avgDiff

P/E ratio25.8727.72-1.85
P/B ratio4.183.90+0.28
Price / Sales2.723.27-0.55
Price / Cash Flow18.4019.86-1.46
Dividend yield1.06%1.00%+0.06
Return on equity (ROE)15.80%17.21%-1.41

Risk metrics

Standard deviation, Sharpe, Sortino, Beta — all vs category average.

Metric1Y3Y5YCat 1YCat 3YCat 5Y

Standard deviation
Volatility — lower means steadier returns.
16.5515.9515.0818.0516.2415.16
Sharpe ratio
Risk-adjusted return — higher is better.
0.050.590.60-0.220.590.59
Sortino ratio
Like Sharpe but only counts downside volatility.
0.070.860.92-0.280.890.91
Beta
1 = moves with the market. <1 = less volatile.
0.960.970.960.960.970.95

Peers in Large & Mid Cap

Other schemes in the same SEBI category, ranked by AUM.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

Available plans & options

PlanOptionFull nameISIN

DirectGrowthSundaram Large and Midcap Fund Direct Plan - GrowthINF903J01PR9

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