← Sundaram Mutual Fund
Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund)Very High Risk★★★★★ISIN INF903J01DU9
NAV · 06-Jul-2026
₹30.4907
1M
+6.68%
6M
+0.61%
1Y (CAGR)
-2.19%
3Y (CAGR)
+6.27%
5Y (CAGR)
+6.92%
Since inception (CAGR)
+6.00%
NAV history
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Risk & SIP analytics
Q4 · 3Y in categoryVolatility (3y)
16.51%
Downside dev (3y)
15.86%
Max drawdown (3y)
-26.3%
Sharpe (3y)
-0.01
SIP XIRR (3y)
+2.49%
SIP XIRR (5y)
+4.84%
Calendar-year returns
2020 +5.8%2021 +32.3%2022 -8.3%2023 +17.7%2024 +12.1%2025 -3.4%
Fund facts
Fund managerMadanagopal Ramu · Shalav Saket
AUM₹66,903 Cr
Launch date10-Jan-2007
Plan typeOpen Ended · Equity
Min lumpsum5000
Lock-inNone
Volatility16.67
AMCSundaram Asset Management Company Ltd
Objective · To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
scheme documents ↗