Sundaram Large and Midcap Fund Direct Plan - Growth
Sundaram Mutual Fund Equity Large & Mid Cap Fund
Expense Ratio
0.76%
AUM
₹1162.62 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
+0.51%
Poor
1 Year
+5.80%
Below Average
3 Years
+16.23%
Good
5 Years
+16.96%
Excellent
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹1162.62 Cr
Recent Trend
Growing
Stability Score
8.1
Growth Assessment
Declining
Growth Performance
Historical returns
1Y
Annual Growth
-3.39%
3Y
3Y CAGR
+30.45%
5Y
5Y CAGR
+1175.30%
Growth Assessment: Declining
• Temporary outflows - monitor performance
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
14.40%
Annualized standard deviation
Sharpe Ratio
1.000
Good - Risk-adjusted return
Max Drawdown
-20.30%
High - Worst decline
Consistency
69.8%
Performance consistency
Volatility Breakdown
Daily Volatility
0.91%
Average daily price movement
Annualized Volatility
14.40%
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