Sundaram Large And Midcap Fund Regular Plan

Large & Mid CapEquity Rank 12 of 30

NAV · Regular-Growth

—+0.84+0.95%

As of — · AMFI

NAV growth+3.2%

Oct ’25Oct ’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

+4.2%

+7.8 vs cat

3Y CAGR

+12.5%

+3.0 vs cat

5Y CAGR

+10.0%

+0.8 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

16.4%

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 10.0% 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)

₹88.8575

Last 1Y

+3.18%

Oct 25Min ₹76.50 · Max ₹95.79 · 246 ptsOct 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	+0.13%	-1.15%	3/ 43
1M	-4.99%	-5.24%	12/ 43
3M	-0.85%	-3.65%	4/ 41
6M	+14.37%	+4.96%	7/ 39
YTD	+0.69%	-6.44%	9/ 39
1Y	+4.16%	-3.68%	6/ 39
2Y	+1.39%	-3.14%	9/ 35
3Y	+12.49%	+9.53%	12/ 30
5Y	+9.95%	+9.18%	21/ 30
7Y	+14.62%	+14.81%	21/ 26
10Y	+13.37%	+11.98%	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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