Large & Mid Capregularidcw
Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
₹28.0526
₹0.44 (+1.58%)
NAV as of 10 Apr 2026
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-0.09%
1 Month-12.18%
3 Months-12.58%
6 Months-15.21%
1 Year-9.30%
3 Years (CAGR)+5.23%
5 Years (CAGR)+3.91%
10 Years (CAGR)+4.75%
Since Inception (Mar 2007)+5.20%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-20.66%
3 Year SIP-5.65%
5 Year SIP-0.58%
Since Inception (Mar 2007)+5.51%
Fund Details
Fund HouseSundaram Mutual Fund
CategoryLarge & Mid Cap
Plan Typeregular
Optionidcw
Min SIP₹500
Min Lumpsum₹1,000
Launch Date05 Mar 2007
AMFI Code105000
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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Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) 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 Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) is a Large & Mid Cap mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 19 years.
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