58
Large & Mid CapHold
Sundaram Large And Midcap
Sundaram · Direct–Growth · rank #11 of 36 by Smart Score
Data updated
Trailing returns
1 Year
8.1%
+7.9% vs index
3 Years
14.5%
5 Years
12.3%
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
+6.2%+8.1% vs index
Why this score
Sundaram Large And Midcap scores 58/100 — #11 of 36 Large & Mid Cap fund (Hold). It stands out for 3y return and sharpe ratio — beating 71% of peers on 3y return. The main drag is its expense ratio (better than only 19% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
3Y return14.50% · 71st percentile in category
Sharpe ratio0.73 · 74th percentile in category
Expense ratio1.42% · 19th percentile in category
Volatility15.98 · 26th percentile in category
Sortino ratio0.73 · 77th percentile in category
1Y return8.13% · 92nd percentile in category
Top holdings
1.Radico Khaitan Ltd5.04%
2.Lenskart Solutions Ltd.4.27%
3.Shriram Transport Finance Company Ltd3.98%
4.Zomato Ltd3.98%
5.Oracle Financial Services Software Ltd3.51%
38 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.