Analytics, not advice. Rankings and scores describe past performance and are not recommendations.
Large & Mid Cap Fund
Sundaram Large and Midcap Fund
Sundaram Mutual Fund · Managed by Madanagopal Ramu; Shalav Saket
85strong
Latest NAV
₹102.7296
as of 24 Sept 2026
AUM
—
Expense ratio
0.65%
as of 30 Jun 2026
Inception
08 Jan 2013
FundScore
85/100strong
Rank #16 of 150 in Large & Mid Cap Fund · top 15%
A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.
Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
-5.16%
3M
1.69%
6M
13.27%
1Y
8.93%
3Y CAGR
14.36%
5Y CAGR
12.09%
Since incep.
14.85%
Fund details
- Fund manager
- Madanagopal Ramu; Shalav Saket
- Riskometer
- Very High Risk
- Type
- Open Ended
- Portfolio turnover
- 112%
- Volatility (3Y)
- 15.5%
- Rating (external)
- ★★★☆☆as of 30 Jun 2026
Investment objective
To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.
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Stock holdings
Latest portfolio disclosure for this scheme.
No data yet
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