Sundaram Large and Midcap Fund Regular Plan - Growth
NAV as on 12-12-2025
₹ 87.5869
₹
0.65
(
0.741%)
AUM as on 28-11-2025
7,048.03 Cr
Rtn (Since Inception)
14.25%
Sundaram Large and Mid Cap Fund Returns Calculator
Investment Type
SIP Amount
Investment Period
|
1 Yr |
5 Yr |
10 Yr |
15 Yr |
20Y
1 Yr |
5 Yr |
10 Yr |
15 Yr |
20Y
Total Investment
₹
Profit
₹
Lumpsum Amount
Investment Period
|
1 Yr |
5 Yr |
10 Yr |
15 Yr |
20Y
1 Yr |
5 Yr |
10 Yr |
15 Yr |
20Y
Total Investment
₹
Profit
₹
SCHEME DETAILS
| Category: | Equity: Large and Mid Cap |
| Launch Date: | 10-02-2007 |
| Assets Class: | Equity |
| Benchmark: | NIFTY Large Midcap 250 TRI |
| TER: | 1.66% As on (31-10-2025) |
| Status: | Open Ended Schemes |
| Minimum Investment: | 100.0 |
| Minimum Topup: | 100.0 |
| Total Assets: | 7,048.03 Cr As on (28-11-2025) |
| Turn over: | 29 |
| Exit Load: | Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. Any redemptions or withdrawals by way of SWP in excess of the above mentioned limit would be subject to an exit load of 1 % of the applicable NAV will be charged, if the units are redeemed within 365 days from the date of allotment of units. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. Further, exit load will be waived on Intra-scheme and Inter scheme Switchouts/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis |
PEER COMPARISON
| Fund Name | Inception Date | Returns (%) | ||||
|---|---|---|---|---|---|---|
| 1 Year | 2 Year | 3 Year | 5 Year | 10 Year | ||
| Sundaram Large and MidCap Gr | 10-02-2007 | 0.19 | 13.34 | 15.48 | 17.65 | 15.4 |
| ICICI Pru Large & MidCap Gr | 09-07-1998 | 9.16 | 18.57 | 20.34 | 23.29 | 16.71 |
| Helios Large & Mid Cap Fund Reg Gr | 30-10-2024 | 4.63 | 0.0 | 0.0 | 0.0 | 0.0 |
| SBI Large & MidCap Reg Gr | 28-02-1993 | 4.41 | 15.3 | 16.28 | 19.91 | 15.46 |
| Mirae Asset Large & Midcap Fund Reg Plan Gr | 02-07-2010 | 4.16 | 14.29 | 16.6 | 17.99 | 17.82 |
| Bandhan Large & Mid Cap Reg Gr | 09-08-2005 | 3.79 | 19.66 | 22.39 | 22.3 | 16.68 |
| Whiteoak Capital Large & Mid Cap Reg Gr | 22-12-2023 | 3.51 | 0.0 | 0.0 | 0.0 | 0.0 |
| Invesco India Large and Mid Cap Gr | 09-08-2007 | 3.5 | 22.39 | 22.98 | 20.67 | 16.59 |
| Franklin India Large & Mid Cap Fund Gr Plan | 05-03-2005 | 2.83 | 15.12 | 16.24 | 17.38 | 12.75 |
| UTI Large & Mid Cap Fund Reg Gr | 01-08-2005 | 2.8 | 18.56 | 21.07 | 22.24 | 15.04 |
Asset Allocation & Portfolio
Top 10 Stocks in portfolio (%)
Top 10 Sectors in portfolio (%)
Market Cap Distribution
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Minimum investment in equity & equity related instruments of large cap companies - 35% of total assets. Minimum investment in equity & equity related instruments of mid cap stocks - 35% of total assets.
Installment Amount
Select installment date
How long should this SIP run?
Number of years
INVEST NOW
By continuing, I agree to the Declaration and T&Cs.
Installment Amount
INVEST NOW
By continuing, I agree to the Declaration and T&Cs.