44
Large & Mid CapAvoid
Sundaram Large And Midcap
Sundaram · Direct–Growth · rank #19 of 34 by Smart Score
Trailing returns
1 Year
6.7%
+4.3% vs index
3 Years
15.3%
5 Years
13.8%
Since launch
17.3%
Year-by-year performance
2021
+43.8%—
2022
-0.2%—
2023
+28.3%—
2024
+22.4%+3.9% vs index
2025
+4.6%-3.7% vs index
2026
+3.2%+3.6% vs index
Why this score
Sundaram Large And Midcap scores 44/100 — #19 of 34 Large & Mid Cap fund (Avoid). It stands out for volatility and 1y return — beating 67% of peers on volatility. The main drag is its expense ratio (better than only 5% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
Expense ratio1.68% · 5th percentile in category
3Y return15.28% · 37th percentile in category
5Y return13.76% · 37th percentile in category
Volatility14.77 · 67th percentile in category
1Y return6.72% · 83rd percentile in category
Alpha-0.74 · 33rd percentile in category