Sundaram Large and Midcap Direct Plan - Income Distribution cum Capital Withdrawal (IDCW)
Sundaram Mutual Fund Equity Large & Mid Cap Fund
Expense Ratio
0.76%
AUM
₹26.66 Cr
Plan Type
Direct
Market Cap
Large-Mid
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-45.86%
Poor
6 Months
-12.63%
Poor
1 Year
-1.26%
Poor
3 Years
+7.96%
Poor
5 Years
+8.73%
Below Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹26.66 Cr
Recent Trend
Growing
Stability Score
7.2
Growth Assessment
Significant Decline
Growth Performance
Historical returns
1Y
Annual Growth
-10.74%
3Y
3Y CAGR
+10.32%
5Y
5Y CAGR
+177.89%
Growth Assessment: Significant Decline
• Significant outflows require attention
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: High - Higher risk with significant price movements
Volatility
16.00%
Annualized standard deviation
Sharpe Ratio
0.386
Poor - Risk-adjusted return
Max Drawdown
-24.90%
High - Worst decline
Consistency
62.8%
Performance consistency
Volatility Breakdown
Daily Volatility
1.01%
Average daily price movement
Annualized Volatility
16.00%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance