Sundaram Large and Mid Cap Fund Regular IDCW Payout
Sundaram Mutual Fund
₹30.06 (+1.05%)
NAV as of 13 Oct 2026
Minimum Investment: ₹100
Return
2.36% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 1.81%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹100
- Category
- Large & Mid-Cap
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,080
Invested ₹1,000
▲+8.05%1 year
₹1,024
Invested ₹1,000
▲+2.36%3 years
₹1,116
Invested ₹1,000
▲+11.65%5 years
₹1,090
Invested ₹1,000
▲+8.99%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | Nifty LargeMidcap 250 TR INR |
|---|---|
| Secondary Index Name | Nifty LargeMidcap 250 TR INR |
| Index Name | Nifty LargeMidcap 250 TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | +2.36% | +11.65% | +8.99% | — |
| Cumulative returns (%) | +2.36% | +39.18% | +53.82% | +241.62% |
Fund Manager
| Manager | Shalav Saket |
|---|---|
| Role | Manager |
| Manager Tenure | 0.75 yrs |
About Fund
| Date of Incorporation | 27 Feb 2007 |
|---|---|
| Fund House | Sundaram Mutual Fund |
| Custodian | Standard Chartered Bank |
| Registrar / Transfer Agent | Sundaram Asset Management Company Ltd |
| Address | Standard Chartered Bank,1095 Avenue of the Americas,New York, NY 10036,USA |
Top Holdings
Investment Strategy
To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
Long term capital growth
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.