FundLens
41
Large & Mid CapAvoid

Sundaram Large And Midcap

Sundaram · Direct–Growth · rank #20 / 34 Smart Score ke hisaab se

Data updated

Sundaram Large And Midcap ka score 41/100 hai — 34 mein #20 Large & Mid Cap fund (Avoid). Mazbooti: 1 saal ka return (category mein 83th percentile) aur utaar-chadhaav (category mein 64th percentile). Kamzori: expense ratio (category mein 5th percentile).

Trailing returns

index ke muqable: Nifty LargeMidcap 250 (index-fund proxy)
1 saal
5.0%
+3.9% index ke muqable
3 saal
14.5%
5 saal
13.3%
Launch se
17.1%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2021
43.8%
2022
-0.2%
2023
28.3%
2024
22.4%
2025
4.6%
2026
1.5%

Risk metrics

Sharpe ratio
0.54
↑ jitna zyada, utna accha
Sortino ratio
0.74
↑ jitna zyada, utna accha
Std deviation
14.79
↓ jitna kam, utna accha
Alpha
-0.85
↑ jitna zyada, utna accha
Beta
0.97
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.