← Sundaram Mutual Fund
Sundaram Large and Midcap Fund Direct Plan - Growth
Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund)Very High Risk★★★★★ISIN INF903J01PR9
NAV · 06-Jul-2026
₹102.6616
1M
+6.77%
6M
+1.15%
1Y (CAGR)
+5.99%
3Y (CAGR)
+15.66%
5Y (CAGR)
+14.67%
Since inception (CAGR)
+Infinity%
NAV history
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Risk & SIP analytics
Q2 · 3Y in categoryVolatility (3y)
14.68%
Downside dev (3y)
11.98%
Max drawdown (3y)
-18.9%
Sharpe (3y)
0.62
SIP XIRR (3y)
+10.35%
SIP XIRR (5y)
+13.41%
Calendar-year returns
2020 +9.1%2021 +43.8%2022 -0.2%2023 +28.3%2024 +22.4%2025 +4.6%
Fund facts
Fund managerMadanagopal Ramu · Shalav Saket
AUM₹66,903 Cr
Expense ratio0.77% · 2026-05-31
TER · AMFI officialDirect 1.68% · Regular 2.73% (2026-06-30)
Launch date10-Jan-2007
Plan typeOpen Ended · Equity
Min lumpsum₹100
Min SIP₹100
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 ↗