AMC
Sundaram Mutual Fund
Category
Large & Mid Cap Fund
ISIN
INF903J01DU9

Sundaram Large and Midcap Fund

₹29.3124

−₹0.2927 (−0.99%)

NAV · Regular · IDCW ·

Sundaram Large and Midcap Fund's Regular IDCW NAV was ₹29.3124 on 19 Oct 2026, down 0.99% on the day. Its 3-year return is 3.57% a year.

52-week NAV range9.3% below high
₹25.8196₹32.3286
Expense ratio
2.43%
Fund size
₹6,648.44 Cr
Min. investment
₹100

Between 20 Oct 2025 and 19 Oct 2026, the NAV ranged from ₹25.8196 to ₹32.3286.

Regular · IDCW plan. 3Y, 5Y and since-launch returns are annualised; since launch is absolute until the fund is a year old.

Fund details

Expense ratio
2.43% (Regular)
Exit load
nil if up to 25% units redeemed within 365 days; 1% on excess redemptions within 365 days; nil after 365 days; exit load waived on intra/inter scheme switches
Riskometer
Very high
Benchmark
Nifty Large Mid Cap 250 TRI
Launched
1 Feb 2007
Fund managers
Shalav Saket, Madanagopal Ramu

Fund size, expense ratio and minimums as of 16 Oct 2026.

All plans

PlanISINNAV1 dayExpense ratio1 year
Direct · GrowthINF903J01PR9₹98.9840−0.98%1.42%+0.30%
Regular · GrowthINF903J01DT1₹86.8525−0.99%2.43%−0.77%
Direct · IDCWINF903J01PP3₹34.1463−0.98%1.42%−6.40%
Regular · IDCWINF903J01DU9₹29.3124−0.99%2.43%−7.44%

All plans hold the same portfolio. They differ in expense ratio (Direct plans pay no distributor commission) and in how gains are handled (Growth reinvests, IDCW pays out).

Armor risk check

Sundaram Large and Midcap Fund moves about 1.3× as much as the market

Volatility, past year

This fund19%
Nifty 50015%

Worst fall, past year

This fund−20%
Nifty 500−15%

Compared with the Nifty 500 over the past 12 months.

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About this fund

Sundaram Large and Midcap Fund is an open-ended mutual fund from Sundaram Mutual Fund, in the Large & Mid Cap Fund category. It began on 1 Feb 2007. It is benchmarked to the Nifty Large Mid Cap 250 TRI. The fund manages ₹6,648.44 Cr across its plans as of 16 Oct 2026. The Regular · IDCW plan has an expense ratio of 2.43%. The minimum first investment is ₹100, and SIPs are available.

FAQs

What is the NAV of Sundaram Large and Midcap Fund?

The NAV of Sundaram Large and Midcap Fund (Regular · IDCW) was ₹29.3124 on 19 Oct 2026, down 0.99% from the previous NAV.

What plans does Sundaram Large and Midcap Fund have?

Sundaram Large and Midcap Fund has 4 plans: Direct · Growth; Regular · Growth; Direct · IDCW; Regular · IDCW.

What is the expense ratio of Sundaram Large and Midcap Fund?

The Regular · IDCW plan of Sundaram Large and Midcap Fund has an expense ratio of 2.43%.

What is the fund size (AUM) of Sundaram Large and Midcap Fund?

Sundaram Large and Midcap Fund manages ₹6,648.44 Cr across all plans as of 16 Oct 2026.

What returns has Sundaram Large and Midcap Fund delivered?

Sundaram Large and Midcap Fund returned −7.44% over 1Y, +3.57% a year over 3Y, +2.42% a year over 5Y. Past performance does not guarantee future returns.

What is the exit load of Sundaram Large and Midcap Fund?

Sundaram Large and Midcap Fund: nil if up to 25% units redeemed within 365 days; 1% on excess redemptions within 365 days; nil after 365 days; exit load waived on intra/inter scheme switches.

What is the minimum investment and SIP amount for Sundaram Large and Midcap Fund?

The minimum first investment in Sundaram Large and Midcap Fund is ₹100, and ₹100 after that. SIPs are available (SIP available Daily (Rs.100, min 92 installments), Weekly (Rs.1000, min 6 installments), Monthly (Rs.100, min 6 installments), Quarterly (Rs.750, min 6 installments)).

How risky is Sundaram Large and Midcap Fund?

Sundaram Large and Midcap Fund is rated "very high risk" on SEBI's riskometer.

For information only. Not investment advice or a research report. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.

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