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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 202693.3591
CategoryLarge & Mid Cap
PlanRegular · Growth
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₹5,284 Cr
Growth of ₹10,000₹17,3342 Sep 2021 to 2 Sep 2026
₹17,738₹15,467₹13,196₹10,925₹8,654Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹17,334 (+11.6% a year) Sundaram Large and Midcap Fund

Performance (trailing, annualised)

1Y annualised10.95%
3Y annualised14.46%
5Y annualised11.63%
10Y annualised14.11%

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 ₹1,30,09515.90%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,22,61710.69%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹8,30,85912.98%

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

Calendar years

Calendar 202142.05%
Calendar 2022-1.33%
Calendar 202326.85%
Calendar 202421.07%
Calendar 20253.56%

Rolling returns

Rolling 1Y · average954 windows since 7 Mar 200813.78%
Rolling 1Y · median9.87%
Rolling 1Y · worst window-56.95%
Rolling 1Y · best window105.16%
Rolling 1Y · windows positive75%
Rolling 3Y · average851 windows since 10 Mar 201013.08%
Rolling 3Y · median14.59%
Rolling 3Y · worst window-6.67%
Rolling 3Y · best window28.92%
Rolling 3Y · windows positive92%
Rolling 5Y · average748 windows since 7 Mar 201212.98%
Rolling 5Y · median13.25%
Rolling 5Y · worst window-3.12%
Rolling 5Y · best window27.06%
Rolling 5Y · windows positive98%

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

Risk

Volatility (3Y)14.91%
Downside deviation (3Y)10.82%
Maximum drawdown-19.26%

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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