Sundaram Large and Midcap Fund Regular Plan - Growth

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Category: Equity: Large and Mid Cap
Launch Date: 10-02-2007
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
Expense Ratio: 1.79% As on (31-12-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 673.69 Cr As on (30-01-2026)
Turn over: 29

NAV as on 13-02-2026

87.3403

-1.13 (-1.2981%)

CAGR Since Inception

14.09%

NIFTY Large Midcap 250 TRI 15.81%

PERFORMANCE of Sundaram Large and Midcap Fund Regular Plan - Growth

Scheme Performance (%) Data as on - 13-02-2026

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Sundaram Large and Midcap Fund Regular Plan - Growth	13.93	17.35	14.56	16.58	14.09
NIFTY LARGE MIDCAP 250 TRI	14.7	19.92	16.98	17.81	15.81
Equity: Large and Mid Cap	12.83	18.76	15.96	16.17	13.26

Yearly Performance (%)

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Fund Managers

FM1- Mr. Bharath S, FM2- Mr. Shalav Saket(Overseas Securities)

Investment Objective

To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or Trustees by the Asset management Company.

RETURNS CALCULATOR for Sundaram Large and Midcap Fund Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of Sundaram Large and Midcap Fund Regular Plan - Growth

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
Sundaram Large and Midcap Fund Regular Plan - Growth	12.94	0.85	-1.88	0.96	-	-
Equity: Large and Mid Cap	-	-	-	-	-	-

PEER COMPARISION of Sundaram Large and Midcap Fund Regular Plan - Growth

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Period

Data as on - 13-02-2026

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
Sundaram Large and Midcap Fund Regular Plan - Growth	10-02-2007	13.93	11.2	17.35	14.56	16.58
Helios Large & Mid Cap Fund - Regular Plan - Growth Option	30-10-2024	20.55	0.0	0.0	0.0	0.0
Kotak Large & Midcap Fund - Growth-Regular	05-09-2004	18.22	14.25	20.07	17.19	17.65
Invesco India Large & Mid Cap Fund - Growth	09-08-2007	17.85	16.96	24.83	17.41	17.5
Mirae Asset Large & Midcap Fund - Regular Plan - Growth	02-07-2010	16.94	10.64	17.78	14.3	18.99
SBI Large & MIDCap Fund- Regular Plan -Growth	28-02-1993	16.5	13.21	18.68	17.34	16.86
HSBC Large & Mid Cap Fund - Regular Growth	03-03-2019	15.99	14.18	20.74	15.71	0.0
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth	22-12-2023	15.35	13.32	0.0	0.0	0.0
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth	24-02-1995	15.21	10.41	16.34	10.84	13.59
Bandhan Large & Mid Cap Fund - Regular Plan - Growth	09-08-2005	14.85	13.83	23.28	19.22	17.57

PORTFOLIO ANALYSIS of Sundaram Large and Midcap Fund Regular Plan - Growth

Asset Allocation (%)