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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 2026106.2604
CategoryLarge & Mid Cap
PlanDirect · 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 year1.35%
AUM₹1,146 Cr
Growth of ₹10,000₹18,3202 Sep 2021 to 2 Sep 2026
₹18,738₹16,238₹13,738₹11,238₹8,739Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹18,320 (+12.9% a year) Sundaram Large and Midcap Fund

Performance (trailing, annualised)

1Y annualised12.13%
3Y annualised15.68%
5Y annualised12.87%
10Y annualised15.35%

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 ₹1,30,84417.10%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,29,89211.86%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹8,56,45014.21%

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

Calendar years

Calendar 202143.83%
Calendar 2022-0.17%
Calendar 202328.26%
Calendar 202422.39%
Calendar 20254.64%

Rolling returns

Rolling 1Y · average652 windows since 14 Jan 201418.55%
Rolling 1Y · median14.10%
Rolling 1Y · worst window-27.62%
Rolling 1Y · best window83.22%
Rolling 1Y · windows positive86%
Rolling 3Y · average550 windows since 11 Jan 201616.59%
Rolling 3Y · median16.66%
Rolling 3Y · worst window-3.16%
Rolling 3Y · best window30.54%
Rolling 3Y · windows positive98%
Rolling 5Y · average447 windows since 10 Jan 201816.28%
Rolling 5Y · median16.46%
Rolling 5Y · worst window2.35%
Rolling 5Y · best window28.57%
Rolling 5Y · windows positive100%

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)10.79%
Maximum drawdown-18.91%

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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