Large & Mid Capregulargrowth
Sundaram Large and Midcap Fund Regular Plan - Growth
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-0.09%
1 Month-12.18%
3 Months-12.58%
6 Months-9.10%
1 Year-2.76%
3 Years (CAGR)+13.31%
5 Years (CAGR)+11.79%
10 Years (CAGR)+13.47%
Since Inception (Mar 2007)+11.37%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-14.23%
3 Year SIP+2.24%
5 Year SIP+7.43%
Since Inception (Mar 2007)+12.27%
Fund Details
Fund HouseSundaram Mutual Fund
CategoryLarge & Mid Cap
Plan Typeregular
Optiongrowth
AUM₹6,868 Cr
Expense Ratio1.80%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date05 Mar 2007
AMFI Code105001
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
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Investment Objective
Sundaram Large and Midcap Fund Regular Plan - Growth seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.
About This Fund
Sundaram Large and Midcap Fund Regular Plan - Growth is a Large & Mid Cap mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 19 years. It manages assets worth ₹6,868 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.80%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations