51
Large & Mid CapHold
Sundaram Large And Midcap
Sundaram · Direct–Growth · rank #16 of 36 by Smart Score
Data updated
Trailing returns
1 Year
12.1%
+6.7% vs index
3 Years
15.7%
5 Years
12.8%
Since launch
17.4%
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
+6.6%+6.9% vs index
Why this score
Sundaram Large And Midcap scores 51/100 — #16 of 36 Large & Mid Cap fund (Hold). It stands out for 3y return and sortino ratio — beating 67% of peers on 3y return. The main drag is its expense ratio (better than only 10% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
Expense ratio1.50% · 10th percentile in category
3Y return15.67% · 67th percentile in category
Sortino ratio0.83 · 77th percentile in category
1Y return12.12% · 89th percentile in category
5Y return12.84% · 40th percentile in category
Volatility15.92 · 32nd percentile in category
Top holdings
1.Radico Khaitan Ltd5.09%
2.Kalyan Jewellers India Ltd4.32%
3.Oracle Financial Services Software Ltd4.25%
4.TD Power Systems Ltd3.96%
5.Shriram Transport Finance Company Ltd3.92%
38 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.