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OmniAsset › Mutual funds › Sundaram Large and Midcap Fund

Sundaram Large and Midcap Fund

Large & Mid Cap fund benchmarked to Nifty Large Mid Cap 250 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202631.5083
CategoryLarge & Mid Cap
PlanRegular · Idcw
Launched10 Jan 2007
Risk labelthe scheme's own riskometerVery High Risk
Legal benchmarkSEBI Tier-1Nifty Large Mid Cap 250 TRI
Expense ratiodirect plan, a year2.36%
AUM₹193 Cr
Growth of ₹10,000₹12,9112 Sep 2021 to 2 Sep 2026
₹14,344₹12,921₹11,499₹10,076₹8,654Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹12,911 (+5.2% a year) Sundaram Large and Midcap Fund

Performance (trailing, annualised)

1Y annualised3.48%
3Y annualised6.31%
5Y annualised5.24%
10Y annualised5.40%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,28,61213.52%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,87,2304.79%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,99,6976.08%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202132.32%
Calendar 2022-8.25%
Calendar 202317.69%
Calendar 202412.05%
Calendar 2025-3.40%

Rolling returns

Rolling 1Y · average954 windows since 7 Mar 20087.78%
Rolling 1Y · median4.37%
Rolling 1Y · worst window-64.69%
Rolling 1Y · best window104.72%
Rolling 1Y · windows positive61%
Rolling 3Y · average851 windows since 10 Mar 20107.40%
Rolling 3Y · median7.21%
Rolling 3Y · worst window-15.45%
Rolling 3Y · best window25.86%
Rolling 3Y · windows positive84%
Rolling 5Y · average748 windows since 7 Mar 20127.19%
Rolling 5Y · median7.58%
Rolling 5Y · worst window-6.97%
Rolling 5Y · best window19.76%
Rolling 5Y · windows positive91%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)16.72%
Downside deviation (3Y)13.18%
Maximum drawdown-26.32%

Management

Fund managerMr. Madanagopal Ramu, Mr. Shalav Saket(Overseas Securities)
Managing since3 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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