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MF_119566

Sundaram Large and Midcap Fund Direct Plan - Growth

Equity Scheme - Large & Mid Cap Fund

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End Amount
₹63,030.00
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
14.25%
MF_119566 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
8.97%
Real Annualized Return
Alpha
0.04
Excess Return vs Benchmark
Beta
1.00
Volatility vs Benchmark
Sharpe Ratio
0.57
Risk-Adjusted Return
Sortino Ratio
0.82
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 57% 27% 22%
60 days 58% 19% 13%
90 days 61% 15% 10%
180 days 65% 11% 7%
1Yr 69% 8% 4%
3Yr 85% 4% 2%
5Yr 89% 3% 0%
7Yr 100% 2% 0%
10Yr 100% 3% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Sundaram Large and Midcap Fund Direct Plan - Growth Nifty 50
30 days -44.7% | -67.9% | 22.9% | 198.1% 26.6% | -61.9% | 14.2% | 180.7%
60 days -50.3% | -52.4% | 21.4% | 133.5% -23.0% | -45.3% | 16.8% | 120.0%
90 days -31.3% | -41.4% | 17.6% | 117.2% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -3.0% | -10.6% | 13.8% | 63.9% -10.0% | -14.9% | 12.3% | 55.8%
3 Years 12.9% | 2.4% | 16.6% | 26.6% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 9.8% | 6.3% | 16.4% | 24.9% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 14.0% | 11.9% | 15.6% | 18.1% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 13.9% | 13.8% | 15.9% | 18.7% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 19 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 8, 2013 March 28, 2014 444 days 22% Nifty 50: 11% 10000 7844 10002
July 7, 2014 Aug. 29, 2014 53 days 7% Nifty 50: 4% 12852 12011 13029
Dec. 5, 2014 Jan. 2, 2015 28 days 6% Nifty 50: 6% 14585 13677 14697
Jan. 28, 2015 Feb. 28, 2015 31 days 6% Nifty 50: 4% 15315 14330 15405
March 3, 2015 April 9, 2015 37 days 6% Nifty 50: 7% 15533 14608 15608
April 13, 2015 Aug. 5, 2015 114 days 9% Nifty 50: 10% 15744 14301 15797
Aug. 6, 2015 July 14, 2016 343 days 16% Nifty 50: 19% 15800 13285 15940
Oct. 24, 2016 Feb. 2, 2017 101 days 10% Nifty 50: 9% 17222 15582 17259
Jan. 23, 2018 July 27, 2018 185 days 8% Nifty 50: 9% 22963 21019 22986
Aug. 29, 2018 Oct. 18, 2019 415 days 17% Nifty 50: 14% 24477 20371 24721
Feb. 7, 2020 Nov. 28, 2020 295 days 38% Nifty 50: 37% 26216 16242 26243
Jan. 12, 2021 Feb. 2, 2021 21 days 5% Nifty 50: 6% 28955 27372 29326
March 3, 2021 May 29, 2021 87 days 7% Nifty 50: 6% 31725 29510 31907
Oct. 18, 2021 Jan. 8, 2022 82 days 8% Nifty 50: 10% 40563 37486 40602
Jan. 17, 2022 June 7, 2023 506 days 20% Nifty 50: 16% 41371 32983 41683
Sept. 11, 2023 Nov. 16, 2023 66 days 7% Nifty 50: 6% 46200 43133 46310
Sept. 27, 2024 Oct. 29, 2025 397 days 19% Nifty 50: 15% 65052 52753 65299
Jan. 2, 2026 June 19, 2026 168 days 14% Nifty 50: 15% 65507 56410 65528
Aug. 21, 2026 Oct. 30, 2026 70 days 14% Nifty 50: 8% 70920 61320 63030