51
Large & Mid CapHold
Sundaram Large And Midcap
Sundaram · Direct–Growth · rank #15 of 36 by Smart Score
Data updated
Trailing returns
1 Year
1.4%
+4.8% vs index
3 Years
12.8%
5 Years
9.8%
Since launch
16.7%
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
+0.2%+5.4% vs index
Why this score
Sundaram Large And Midcap scores 51/100 — #15 of 36 Large & Mid Cap fund (Hold). It stands out for sharpe ratio and 1y return — beating 77% of peers on sharpe ratio. The main drag is its 5y return (better than only 33% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
5Y return9.75% · 33rd percentile in category
Sharpe ratio0.53 · 77th percentile in category
Volatility16.59 · 20th percentile in category
Expense ratio1.35% · 22nd percentile in category
1Y return1.42% · 83rd percentile in category
Sortino ratio0.56 · 67th percentile in category
Top holdings
1.Radico Khaitan Ltd5.19%
2.Lenskart Solutions Ltd.4.67%
3.Zomato Ltd4.11%
4.MTAR Technologies Ltd3.84%
5.One 97 Communications Ltd3.73%
37 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.