Sundaram Large And Midcap Fund Regular Plan

Large & Mid CapEquity Rank 13 of 30

NAV · Regular-Growth

—-0.33-0.35%

As of — · AMFI

NAV growth+12.1%

Aug ’25Aug ’26

Arthkar verdictSolid on the numbers

Returns

Beats category

1Y, 3Y, 5Y all ahead

Consistency

Strong

positive in 11 of 12 years

Beats its Large & Mid Cap category on 1Y, 3Y & 5Y.

1Y return

+12.1%

+9.5 vs cat

3Y CAGR

+16.2%

+3.2 vs cat

5Y CAGR

+12.9%

+0.7 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

15.9%

3Y std dev

Go deeper on Sundaram Large And Midcap Fund Regular Plan

Two data-only views, computed from this fund's real NAV history — no projections.

Sundaram Large And Midcap Fund Regular Plan SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Sundaram Large And Midcap Fund Regular Plan real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Sundaram Large and Midcap Fund Regular Plan is a Large & Mid Cap scheme from Sundaram. Long-run track record: about 12.9% CAGR over 5 years. Worst historical drawdown: -100% in May 2009, recovered in 61 months. Wrong fit if you need this money in less than 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Regular · Growth · INF903J01DT1

NAV (Direct-Growth)

₹95.2024

Last 1Y

+12.15%

Aug 25Min ₹76.50 · Max ₹95.53 · 247 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

May 2009

-100.0%

Peak ₹18.09 on 4 Jan 2008 → trough ₹0.00 on 18 May 2009 (17 months down).

Recovered in 61 months· 3 Jun 2014

Mar 2020

-38.1%

Peak ₹38.19 on 7 Feb 2020 → trough ₹23.62 on 23 Mar 2020 (2 months down).

Recovered in 9 months· 4 Dec 2020

Jun 2022

-20.7%

Peak ₹58.76 on 17 Jan 2022 → trough ₹46.61 on 20 Jun 2022 (5 months down).

Recovered in 12 months· 16 Jun 2023

Feb 2025

-19.3%

Peak ₹89.63 on 27 Sept 2024 → trough ₹72.36 on 28 Feb 2025 (5 months down).

Recovered in 16 months· 2 Jul 2026

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	+1.07%	-0.34%	2/ 42
1M	+5.15%	+1.99%	2/ 41
3M	+14.56%	+5.15%	2/ 39
6M	+7.43%	-0.39%	6/ 39
YTD	+7.88%	-0.74%	6/ 39
1Y	+12.15%	+2.66%	5/ 39
2Y	+5.92%	+0.92%	11/ 34
3Y	+16.16%	+12.99%	13/ 30
5Y	+12.89%	+12.14%	20/ 30
7Y	+16.38%	+16.28%	21/ 26
10Y	+14.65%	+13.18%	14/ 24

Peers in Large & Mid Cap

Other schemes in the same SEBI category, ranked by AUM.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

Available plans & options

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