← Sundaram Mutual Fund
Sundaram Large and Midcap Fund Regular Plan - Growth
Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund)Very High Risk★★★★★ISIN INF903J01DT1
NAV · 06-Jul-2026
₹90.3437
1M
+6.68%
6M
+0.61%
1Y (CAGR)
+4.87%
3Y (CAGR)
+14.43%
5Y (CAGR)
+13.40%
Since inception (CAGR)
+12.12%
NAV history
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Risk & SIP analytics
Q3 · 3Y in categoryVolatility (3y)
14.68%
Downside dev (3y)
11.98%
Max drawdown (3y)
-19.3%
Sharpe (3y)
0.54
SIP XIRR (3y)
+9.18%
SIP XIRR (5y)
+12.18%
Calendar-year returns
2020 +7.6%2021 +42.0%2022 -1.3%2023 +26.9%2024 +21.1%2025 +3.6%
Fund facts
Fund managerMadanagopal Ramu · Shalav Saket
AUM₹66,903 Cr
TER · AMFI officialDirect 1.68% · Regular 2.73% (2026-06-30)
Launch date10-Jan-2007
Plan typeOpen Ended · Equity
Min lumpsum5000
Lock-inNone
Volatility15.50
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 ↗