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Sundaram Large and Midcap Fund Regular Plan - Growth

Sundaram · Mid Cap
High
₹82.68
Current NAV
23 Oct 2026
-5.9%
1Y Return
10.6%
3Y CAGR
8.3%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.83%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.83).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.83).
  • Very large asset base (AUM: ₹13,380 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.83
Sharpe Ratio
0.83
Beta
5.83
Alpha
2.25
Sortino
Fund Details
Fund House Sundaram
Category Mid Cap
AUM ₹13380 Cr
Expense Ratio 0.83%
Min SIP ₹500
Min Lumpsum ₹1000
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