Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Sundaram Large and Midcap Direct Plan - Income Distribution cum Capital Withdrawal (IDCW)
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 4/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 75/100 · Good
How this score is calculated
- Star rating (35%)4/5
- 3Y CAGR (30%)14.04%
- Expense ratio (20%)1.49%
- AUM (15%)₹7,903 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Sundaram Mutual Fund · Equity · Large & MidCap
₹1,604.15
AUM: ₹7,903 Cr
NAV updated 17 days ago
Plan
Direct
Option
Idcw
Risk
High
Expense Ratio
1.49%
Exit Load
For units more than 10% of the investments, an exit load of 1% if redeemed within 12 months.
Fund Manager
Ashwani Kumar
Inception
Jan 2013
Benchmark
NIFTY Large Midcap 250 Total Return Index
Sharpe Ratio
-0.1
Std Dev (1Y)
17.55%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-3.3%
3m
+3.96%
6m
+3.85%
1y
+1.16%
3y
+14.04%
5y
+13.16%
10y
+12.77%
since inception
+8.19%
TopFund's Take on Sundaram Large and Midcap Direct Plan - Income Distribution cum Capital Withdrawal (IDCW)
Sundaram Large and Midcap Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) holds up reasonably well within the Large & MidCap category, backed by a 4-star rating. Consistent 3-year performance combined with a strong rating makes this one of the more credible options in its space. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 75/100.
Cost: At 1.49%, the expense ratio runs 67% above the Large & MidCap category average of 0.89%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.1 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 17.55% is fairly typical for Large & MidCap funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
Similar Funds
Mirae Asset Nifty 200 Alpha 30 ETF
Mirae Asset Mutual Fund
Bandhan Large & Mid Cap Fund - Direct Plan - Growth
Bandhan Mutual Fund
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Invesco Mutual Fund
ICICI Prudential Large & Mid Cap Fund - Direct Plan - Growth
ICICI Prudential Mutual Fund
Motilal Oswal Large and Midcap Fund - Direct Plan Growth
Motilal Oswal Mutual Fund
ICICI Prudential Large & Mid Cap Fund - Growth
ICICI Prudential Mutual Fund
Tools & Guides for This Fund
Frequently Asked Questions about Sundaram Large and Midcap Direct Plan - Income Distribution cum Capital Withdrawal (IDCW)
The current NAV (Net Asset Value) of Sundaram Large and Midcap Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) is ₹1604.15. NAV is updated every business day after market close by AMFI.
1Y: 1.16% · 3Y CAGR: 14.04% · 5Y CAGR: 13.16%
The expense ratio of Sundaram Large and Midcap Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) is 1.49% per annum. This is the annual fee charged by the fund to manage your investment.
Sundaram Large and Midcap Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) is managed by Ashwani Kumar at Sundaram Mutual Fund.
Sundaram Large and Midcap Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, Sundaram Large and Midcap Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in Sundaram Large and Midcap Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Sundaram Large and Midcap Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) is ₹7,903 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
Discussion
User-generated content — not investment advice, and not verified or endorsed by TopFund.
No comments yet — start the discussion.