FundLens
56
Large & Mid CapHold

Sundaram Large And Midcap

Sundaram · Direct–Growth · rank #11 / 36 Smart Score ke hisaab se

Data updated

Sundaram Large And Midcap ka score 56/100 hai — 36 mein #11 Large & Mid Cap fund (Hold). Mazbooti: 3 saal ka return (category mein 71th percentile) aur Sharpe ratio (category mein 74th percentile). Kamzori: expense ratio (category mein 10th percentile).

Trailing returns

index ke muqable: Nifty LargeMidcap 250 (index-fund proxy)
1 saal
11.9%
+6.8% index ke muqable
3 saal
15.5%
5 saal
12.8%
Launch se
17.4%

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
6.8%

Risk metrics

Sharpe ratio
0.72
↑ jitna zyada, utna accha
Sortino ratio
0.84
↑ jitna zyada, utna accha
Std deviation
15.98
↓ jitna kam, utna accha
Alpha
2.51
↑ jitna zyada, utna accha
Beta
0.95
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.