Sundaram Large and Midcap Fund Direct Plan is one of the lower-rated funds in its category with a BullWiser Honest Score of 4.1/10 — below the Equity Scheme - Large & Mid Cap Fund category median of 4.9/10 across 33 funds. Its 3-year CAGR of 15.8% outperforms the Equity Scheme - Large & Mid Cap Fund category average of 15.4% by +0.4 percentage points. As a Direct plan, Sundaram Large and Midcap Fund Direct Plan eliminates the distributor commission built into Regular plans, maximising the net return to the investor.
Fund Details
Fund Name
Sundaram Large and Midcap Fund Direct Plan
Plan Type
Direct · Growth
Expense Ratio
--
Verdict
❌ Poor
1Y Return
5.2%
3Y CAGR
15.8%
vs Category Average — Equity Scheme - Large & Mid Cap Fund
3Y CAGR
This fund+0.4% vs category avg
Expense Ratio (lower is better)
TER data not available
Honest Score
This fund-0.8 vs category avg
Category: Equity Scheme - Large & Mid Cap Fund · 33 Direct-plan funds compared · 0% are High Quality
Frequently Asked Questions
What is the BullWiser Honest Score of Sundaram Large and Midcap Fund Direct Plan?
Sundaram Large and Midcap Fund Direct Plan has a BullWiser Honest Score of 4.1/10 (POOR QUALITY).
The score rates the fund across four pillars: returns quality, expense ratio, risk-adjusted performance (Sharpe ratio & max drawdown), and overall fund quality (AUM, age, consistency).
What is the expense ratio of Sundaram Large and Midcap Fund Direct Plan?
The Total Expense Ratio (TER) of Sundaram Large and Midcap Fund Direct Plan Direct Plan is --.
Choosing the Direct plan saves you the distributor commission baked into Regular plans — typically 0.5–1% per year — which compounds significantly over time.
What are the returns of Sundaram Large and Midcap Fund Direct Plan?
Sundaram Large and Midcap Fund Direct Plan has delivered 5.2% 1-year returns and
15.8% 3-year CAGR. For a full NAV history and comparison with category peers,
use BullWiser's MF Analyser.
Past performance is not a guarantee of future returns.
Is Sundaram Large and Midcap Fund Direct Plan a good investment?
BullWiser rates Sundaram Large and Midcap Fund Direct Plan as POOR QUALITY (Honest Score 4.1/10).
Always match a fund to your own risk profile and investment horizon.
Use the MF Analyser to compare it with peers in the Equity Scheme - Large & Mid Cap Fund category.
How does Direct Plan differ from Regular Plan for Sundaram Large and Midcap Fund Direct Plan?
The Direct plan of Sundaram Large and Midcap Fund Direct Plan has a lower expense ratio than the Regular plan because no distributor commission is paid.
On a ₹10 lakh investment over 20 years, even a 0.5% lower TER can save ₹5–10 lakh in compounded wealth.
BullWiser always recommends Direct plans for cost-conscious investors.
See Full Analysis on BullWiser
NAV chart, holdings, Direct vs Regular savings, Sharpe ratio, and personalised comparison — all free.
Open in MF Analyser →Browse Equity Scheme - Large & Mid Cap Fund Funds
⚠️ Disclaimer: BullWiser is an independent analysis platform, not a SEBI-registered investment advisor.
Honest Scores and verdicts are algorithmic assessments based on publicly available data.
They are not buy/sell recommendations. Please consult a financial advisor before investing.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.