InvestVerdict
Sundaram Large and Midcap Fund
Regular Plan · IDCW (Income Distribution CUM Capital Withdrawal) · Mid Cap · Scheme code 105000
Fund houseSundaram Mutual Fund
CategoryMid Cap
Plan & optionRegular · IDCW (Income Distribution CUM Capital Withdrawal)
History19.5 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 4.20 | 11.92 | 9.28 | 6.15 | 7.48 | 6.30 | 10.01 | 5.87 | 6.28 |
| Nifty Midcap 150 benchmark |
1.72 | 4.38 | 7.82 | 13.00 | 17.68 | — | — | — | 20.15 |
| Mid Cap category median |
— | — | — | 9.41 | 18.15 | 15.71 | — | 16.59 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 19.9% | 0.05 | 0.07 | 0.89 | -11.83% | -70.0% | 76.19 |
| Nifty Midcap 150 benchmark |
15.7% | 0.71 | 0.97 | — | — | -21.1% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 46 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 909 | -65.0% | 4.2% | 104.3% | 39% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.