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Sundaram Mutual FundEquity Scheme - Large & Mid Cap FundDirectGrowth

Sundaram Large and Midcap Fund - Direct Plan - GROWTH

Scheme code #119566 · Open Ended Schemes

₹106.8869
Latest NAV
01-09-2026
-1.63%
Day change
₹108.9902
52-week high
₹86.6903
52-week low
NAV history
Returns
1 month2.32%
3 months11.79%
6 months8.38%
1 year (absolute)12.70%
3 years (absolute)55.79%
5 years (absolute)85.81%
1Y CAGR12.70%
3Y CAGR15.92%
5Y CAGR13.19%
Since inception CAGR15.27%
Risk metrics
Volatility (1Y, annualized σ)15.51%
Volatility (3Y, annualized σ)14.92%
Max drawdown (1Y)-13.89%
Max drawdown (3Y)-18.91%
Max drawdown (all time)-38.05%
Sharpe ratio (1Y, rf=6%)0.40
Sharpe ratio (3Y, rf=6%)0.62
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme typeOpen Ended Schemes
Scheme categoryEquity Scheme - Large & Mid Cap Fund
PlanDirect
OptionGrowth
ISIN (Growth)INF903J01PR9
ISIN (Div reinvest)—
AMC codeS
Scheme code119566
Earliest NAV date08-01-2013
Total NAV observations3,358
History last refreshed2026-09-02 13:42:15 UTC

Returns and risk metrics are computed from the stored NAV series (daily observations, risk-free rate 6% for Sharpe). This is descriptive analytics, not investment advice.