← Sundaram Mutual Fund
Sundaram Large and Midcap Direct Plan - Income Distribution cum Capital Withdrawal (IDCW)
Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund)Very High Risk★★★★★ISIN INF903J01PP3
NAV · 06-Jul-2026
₹35.4149
1M
+6.77%
6M
+1.15%
1Y (CAGR)
-1.09%
3Y (CAGR)
+7.43%
5Y (CAGR)
+8.13%
Since inception (CAGR)
+7.95%
NAV history
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Risk & SIP analytics
Q4 · 3Y in categoryVolatility (3y)
16.50%
Downside dev (3y)
15.85%
Max drawdown (3y)
-25.1%
Sharpe (3y)
0.06
SIP XIRR (3y)
+3.61%
SIP XIRR (5y)
+6.01%
Calendar-year returns
2020 +7.3%2021 +34.0%2022 -7.2%2023 +19.0%2024 +13.3%2025 -2.4%
Fund facts
Fund managerMadanagopal Ramu · Shalav Saket
AUM₹66,903 Cr
Expense ratio0.77% · 2026-05-31
Launch date10-Jan-2007
Plan typeOpen Ended · Equity
Min lumpsum₹100
Min SIP₹100
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 ↗