Sundaram Large and Midcap Fund Regular Plan - Growth
₹85.0621
₹0.90 (-1.05%)
NAV as of 29 May 2026
Today's NAV — all variants
Regular · Growth
₹₹85.0621
₹0.90 (-1.05%)
29 May 2026
AMFI: 105001
Direct · Growth
₹₹96.5555
₹1.02 (-1.04%)
29 May 2026
AMFI: 119566
Regular · IDCW
₹₹28.7082
₹0.30 (-1.05%)
29 May 2026
AMFI: 105000
Direct · IDCW
₹₹33.3085
₹0.35 (-1.04%)
29 May 2026
AMFI: 119565
Returns (Lumpsum)
CAGR for periods ≥ 1 yearSIP Returns (XIRR)
₹1,000/month SIP, annualisedSIP since inception — what ₹500/month became
Real NAV backtest from day one
₹1,15,000
Invested
₹4,65,751
Value today
13.0%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹8,667
Value today
11.9%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹11,50,000
Withdrawn
₹40,09,564
Corpus left
+₹41,59,564 net gain — withdrew ₹11,50,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹1,31,24,000
Value today
+152.4%
vs lumpsum
STP beat direct lumpsum by 152.4% — reduced timing risk paid off
Model your own STP with real NAVThis fund trailed its benchmark
Top performers in Large & Mid Cap by 5Y CAGR
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
ICICI Prudential Large & Mid Cap Fund - Growth
₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹3,60,079
Value today
3.6×
Multiple
Staying invested through that crash turned ₹1L into ₹3,60,079 — a 3.6× return
Read: Staying invested through crashesDirect vs Regular — ₹500/month over 10 years
Expense ratio drag on your actual returns
Direct plan
₹1,31,256
Regular plan
₹1,22,411
Direct earns ₹8,845 more on a ₹60K investment — 1.47% extra return per year
Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.
Learn about Direct vs Regular plansFund Details
Risk Metrics
Trailing 1 year, annualised-0.37
Sharpe Ratio
-0.05
Alpha
0.45
Beta
-0.35
Sortino
15.16%
Std Dev
-17.73%
Max Drawdown
Portfolio Holdings
Top 50 holdings · as of Apr 2026
| Security | % NAV |
|---|---|
Shriram Finance Ltd INE721A01047 | 3.86% |
HDFC Bank Ltd INE040A01034 | 3.72% |
State Bank of India INE062A01020 | 3.66% |
State Bank of India INE062A01020 | 3.66% |
Oracle Financial Services Software Ltd INE881D01027 | 3.33% |
National Aluminium Company Ltd INE139A01034 | 3.16% |
Larsen & Toubro Ltd INE018A01030 | 3.16% |
Zomato Ltd INE758T01015 | 3.02% |
Radico Khaitan Ltd INE944F01028 | 3.00% |
Larsen & Toubro Ltd INE018A01030 | 3.00% |
Zomato Ltd INE758T01015 | 2.99% |
Interglobe Aviation Ltd INE646L01027 | 2.72% |
Bharti Airtel Ltd INE397D01024 | 2.66% |
FSN E–Commerce Ventures Ltd(NYKAA) INE388Y01029 | 2.60% |
ICICI Bank Ltd INE090A01021 | 2.60% |
TVS Motor Company Ltd INE494B01023 | 2.59% |
Bharti Airtel Ltd INE397D01024 | 2.58% |
Amber Enterprises India Ltd INE371P01015 | 2.58% |
Amber Enterprises India Ltd INE371P01015 | 2.54% |
Ultratech Cement Ltd INE481G01011 | 2.54% |
Affle (India) Ltd INE00WC01027 | 2.52% |
Polycab India Ltd INE455K01017 | 2.51% |
Ultratech Cement Ltd INE481G01011 | 2.51% |
ICICI Bank Ltd INE090A01021 | 2.50% |
Infosys Ltd INE009A01021 | 2.49% |
Multi Commodity Exchange of India Ltd INE745G01043 | 2.47% |
Reliance Industries Ltd INE002A01018 | 2.47% |
Shriram Finance Ltd INE721A01047 | 2.46% |
Five-Star Business Finance Ltd INE128S01021 | 2.45% |
Delhivery Ltd INE148O01028 | 2.44% |
Angel One Ltd INE732I01021 | 2.38% |
Delhivery Ltd INE148O01028 | 2.38% |
National Aluminium Company Ltd INE139A01034 | 2.36% |
Interglobe Aviation Ltd INE646L01027 | 2.24% |
Alkem Laboratories Ltd INE540L01014 | 2.20% |
FSN E–Commerce Ventures Ltd(NYKAA) INE388Y01029 | 2.17% |
Jindal Steel & Power Ltd INE749A01030 | 2.16% |
Axis Bank Ltd INE238A01034 | 2.14% |
Varun Beverages Ltd INE200M01039 | 2.13% |
Cummins India Ltd INE298A01020 | 2.13% |
Radico Khaitan Ltd INE944F01028 | 2.12% |
Polycab India Ltd INE455K01017 | 2.08% |
Hindustan Petroleum Corporation Ltd INE094A01015 | 2.06% |
JK Cement Ltd INE823G01014 | 2.05% |
Axis Bank Ltd INE238A01034 | 2.00% |
Torrent Power Ltd INE813H01021 | 1.99% |
JSW Energy Ltd INE121E01018 | 1.99% |
Kotak Mahindra Bank Ltd INE237A01036 | 1.96% |
Mahindra & Mahindra Financial Services Ltd INE774D01024 | 1.88% |
Prestige Estates Projects Ltd INE811K01011 | 1.87% |
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
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 ₹6,473 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Large Midcap 250 TRI. 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