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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 202636.6564
CategoryLarge & Mid Cap
PlanDirect · 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 year1.35%
AUM₹24.8 Cr
Growth of ₹10,000₹13,6542 Sep 2021 to 2 Sep 2026
₹14,855₹13,326₹11,797₹10,268₹8,739Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹13,654 (+6.4% a year) Sundaram Large and Midcap Fund

Performance (trailing, annualised)

1Y annualised4.64%
3Y annualised7.46%
5Y annualised6.43%
10Y annualised6.75%

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 ₹1,29,35714.71%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,93,8195.92%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,20,4467.25%

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

Calendar years

Calendar 202133.98%
Calendar 2022-7.17%
Calendar 202319.01%
Calendar 202413.28%
Calendar 2025-2.35%

Rolling returns

Rolling 1Y · average653 windows since 6 Jan 201410.94%
Rolling 1Y · median6.59%
Rolling 1Y · worst window-33.48%
Rolling 1Y · best window83.22%
Rolling 1Y · windows positive68%
Rolling 3Y · average551 windows since 4 Jan 20169.01%
Rolling 3Y · median9.46%
Rolling 3Y · worst window-14.01%
Rolling 3Y · best window24.45%
Rolling 3Y · windows positive89%
Rolling 5Y · average448 windows since 3 Jan 20188.24%
Rolling 5Y · median7.95%
Rolling 5Y · worst window-5.73%
Rolling 5Y · best window21.19%
Rolling 5Y · windows positive95%

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

Risk

Volatility (3Y)16.74%
Downside deviation (3Y)13.16%
Maximum drawdown-25.10%

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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