Sundaram Large and Midcap Fund Regular Plan - Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Delivered positive returns in 93% of 3-year investment horizons.
- Over 20 years of operational history across different market cycles.
- Downside capture of 108% indicates larger drops during broader market downturns.
- Experienced a maximum drawdown of -64.6% during severe market crashes.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +2.85% | +7.09% | -4.24% |
| 3 Months | -3.80% | +0.32% | -4.12% |
| 6 Months | +6.69% | +5.55% | +1.14% |
| 1 Year | +3.19% | +3.04% | +0.15% |
| 3 Years CAGR | +12.73% | +13.28% | -0.55% |
| 5 Years CAGR | +9.76% | +10.62% | -0.86% |
| 7 Years CAGR | +13.81% | +15.98% | -2.17% |
| 10 Years CAGR | +13.90% | +14.02% | -0.12% |
| Since Inception | +11.95% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in Sundaram Large and Midcap Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +2.68% | +2.62% | +0.06% |
| 2025 | +3.56% | +4.13% | -0.57% |
| 2024 | +21.07% | +24.32% | -3.25% |
| 2023 | +26.85% | +29.34% | -2.49% |
| 2022 | -1.33% | +0.28% | -1.61% |
| 2021 | +42.05% | +38.27% | +3.78% |
| 2020 | +7.61% | +15.49% | -7.88% |
| 2019 | +10.31% | +10.50% | -0.19% |
| 2018 | +0.42% | -5.42% | +5.84% |
| 2017 | +36.11% | +39.62% | -3.51% |
| 2016 | +7.56% | +7.78% | -0.22% |
| 2015 | +3.46% | +5.22% | -1.76% |
| 2014 | +48.88% | +48.40% | +0.48% |
| 2013 | -3.00% | +6.56% | -9.56% |
| 2012 | +33.13% | +31.30% | +1.83% |
| 2011 | -23.26% | -22.94% | -0.32% |
| 2010 | +11.26% | +14.39% | -3.13% |
| 2009 | +67.79% | +80.13% | -12.34% |
| 2008 | -55.55% | -55.55% | 0.00% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -57.42% | +13.69% | +9.61% | +107.04% | 75.2% | 51.4% |
| 3-Year Rolling | -6.82% | +13.06% | +14.45% | +30.25% | 93.0% | 49.4% |
| 5-Year Rolling | -3.57% | +12.94% | +13.17% | +27.13% | 98.1% | 59.6% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2008-01-04 | 2009-03-09 | -64.6% | 14 months | 63 months |
| 2020-02-07 | 2020-03-23 | -38.1% | 1 months | 8 months |
| 2022-01-17 | 2022-06-20 | -20.7% | 5 months | 12 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity and Equity-related instruments of large cap companies 35-65% high; equity and equity-related instruments of mid cap companies 35-65% high; Other equities 0-30% high; Fixed Income, Money Market instruments and Cash & Cash equivalents upto 30% Low to Medium; Investment in ReITs & InvITs 0-10% Medium to high | Per Scheme Mandate |
Investment Objective & Strategy
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.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 7,270 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Large & Mid Cap schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Large & Mid Cap Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| CANARA ROBECO LARGE AND MID CAP FUND | 4.5 | +13.02% | 1.77% | 104.4% | Rs 26,516 cr | Compare → |
| Union Large & Midcap Fund | 4.4 | +12.68% | 2.54% | 95.3% | Rs 1,038 cr | Compare → |
| Edelweiss Large & Mid Cap Fund | 5.7 | +13.28% | 2.04% | 102.0% | Rs 4,950 cr | Compare → |
| Mirae Asset Large & Midcap Fund | 4.7 | +12.19% | 1.75% | 106.4% | Rs 45,797 cr | Compare → |
| BANK OF INDIA Large & Mid Cap Fund | 4.1 | +13.59% | 2.75% | 101.4% | Rs 557 cr | Compare → |
Frequently Asked Questions about Sundaram Large and Midcap Fund
What is the expense ratio of Sundaram Large and Midcap Fund?
Sundaram Large and Midcap Fund has a total expense ratio (TER) of 2.25% with a base expense ratio of 1.54%, compared to the Large & Mid Cap category median of 2.32%.
Who manages Sundaram Large and Midcap Fund?
Sundaram Large and Midcap Fund is managed by Madanagopal Ramu.
What are the historical returns of Sundaram Large and Midcap Fund?
Sundaram Large and Midcap Fund delivered a 3-year CAGR of 12.73% and a 5-year CAGR of 9.76%. Its 1-year return stands at +3.19%.
How large is Sundaram Large and Midcap Fund?
Sundaram Large and Midcap Fund manages assets of Rs 7,270 cr, placing it in the 'comfortable' size band relative to Large & Mid Cap peers.
How is Sundaram Large and Midcap Fund scored on MFIQ?
Sundaram Large and Midcap Fund holds an MFIQ Score of 3.5/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Sundaram Large and Midcap Fund?
Sundaram Large and Midcap Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 15.33% with a maximum historical drawdown of -64.58%.