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BSE - Delayed Quote INR

Sundaram large and Mid Cap Fund (0P00008TGX.BO)

29.29
-0.06
(-0.21%)
At close: May 1 at 1:30:00 AM GMT+5:30

Performance Overview

Morningstar Return Rating --
YTD Return -5.01%
5y Average Return 22.62%
Number of Years Up 12
Number of Years Down 5
Best 1Y Total Return (Apr 30, 2025) 47.95%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 47.95%
Worst 3Y Total Return -0.32%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00008TGX.BO
Category
YTD
-7.68%
0.00%
1-Month
8.71%
0.00%
3-Month
-7.68%
0.00%
1-Year
7.34%
0.00%
3-Year
12.45%
0.00%
5-Year
24.62%
0.00%
10-Year
12.79%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00008TGX.BO
Category
2025
--
--
2024
20.39%
--
2023
26.19%
--
2022
-1.82%
--
2021
41.40%
--
2020
7.61%
--
2019
9.18%
--
2018
-0.19%
--

2017
36.11%
--
2016
6.99%
--
2015
3.45%
--
2014
47.95%
--
2013
-3.01%
--
2012
33.13%
--
2011
-23.30%
--
2010
11.21%
--
2009
67.37%
--
2008
-55.68%
--
2007
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -7.68% -- -- --
2024 3.55% 13.46% 7.46% -4.64%
2023 -5.22% 13.24% 5.91% 11.01%
2022 -3.16% -11.63% 12.94% 1.59%
2021 10.69% 7.87% 14.87% 3.10%
2020 -30.28% 18.00% 10.80% 18.05%
2019 3.03% 1.50% -0.06% 4.46%
2018 -4.47% 3.15% -1.93% 3.27%
2017 14.69% 3.65% 3.00% 11.17%
2016 -4.64% 6.22% 7.23% -1.50%

2015 3.28% 0.47% -1.73% 1.45%
2014 3.77% 24.75% 3.75% 10.15%
2013 -13.15% -1.53% -2.49% 16.31%
2012 14.09% -2.26% 12.48% 6.14%
2011 -7.46% 3.71% -10.75% -10.46%
2010 -0.94% 2.65% 10.05% -0.62%
2009 -9.76% 46.56% 22.39% 3.41%
2008 -33.60% -16.32% -3.65% -17.20%
2007 6.26% 20.94% 36.62% --

Rank in Category (By Total Return)

YTD 63
1-Month 13
3-Month 63
1-Year 67
3-Year 86
5-Year 89

Load Adjusted Returns

1-Year 6.34%
3-Year 12.45%
5-Year 24.62%
10-Year 12.79%

Performance & Risk

YTD Return -5.01%
5y Average Return 22.62%
Rank in Category (ytd) 63
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Sundaram Asset Management Company Ltd
Net Assets 5.69B
YTD Return -7.68%
Yield 8.60%
Morningstar Rating
Inception Date Feb 27, 2007

Fund Summary

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