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Sundaram Large and Midcap Fund Regular Plan - Growth

Equity

Large & Mid Cap

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Sundaram Large and Midcap Fund Regular Plan Returns

NAV: ₹85.0621

As of 2026-05-29

2.61%

1yr

14.12%

3yr

13.39%

5yr

All

May-25Aug-25Nov-25Feb-26May-26

Sundaram Large and Midcap Fund Regular Plan Return Calculator

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Sundaram Large and Midcap Fund Regular Plan Overview

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About Sundaram Large and Midcap Fund Regular Plan - Growth

The Sundaram Large and Midcap Fund Regular Plan - Growth , a Large & Mid Cap multi-cap fund   Open Ended Mutual Funds   from Sundaram Asset Management Company Limited, has remained a continuous performer in the Indian mutual fund industry since its inception in 2001. With a diversified portfolio across large cap fund , mid cap fund , and small-cap fund , the fund aims to generate long-term capital appreciation for its investors.

Sundaram Large and Midcap Fund Regular Plan - Growth - Performance

The Sundaram Large and Midcap Fund Regular Plan - Growth has set a great track record, delivering an impressive 1-year return of 2.61. The fund has also doubled the invested amount every 3 years, demonstrating its ability to generate wealth over the long term. It has an AUM of Rs ₹6,574.8227 Cr. and the latest NAV declared is 85.0621 as on 2026-05-29.

Sundaram Large and Midcap Fund Regular Plan - Growth - Investment Strategy

The Sundaram Large and Midcap Fund Regular Plan - Growth follows a multi-cap investment strategy, investing primarily in equity and equity-related securities across market capitalizations. This diversified approach helps to reduce risk and capture growth opportunities across various market segments. The fund's sector allocation reflects its focus on growth-oriented sectors, with significant exposure to Financial, Energy, Healthcare, Technology, and Automobile sectors.

Sundaram Large and Midcap Fund Regular Plan - Growth - Fees and Expenses

The Sundaram Large and Midcap Fund Regular Plan - Growth has an expense ratio of 1.81 , which is in line with the average expense ratio for multi-cap funds. The fund also charges an exit load of null if redeemed within 1 year of investment.

Sundaram Large and Midcap Fund Regular Plan - Growth - SIP Planning

The Sundaram Large and Midcap Fund Regular Plan - Growth, provides a broad range of SIP plans, which can be customised according to your needs and suitability. Sundaram Large and Midcap Fund Regular Plan - Growth is feasible and convenient to use. This is the best SIP Plan to invest and provides a financial support to the investors. This particular Large & Mid Cap provides you a SIP calculator to calculate your best mutual returns on your your best investment plan. As per your calculations on the Large & Mid Cap Calculator, you can invest accordingly in any of the category and get your desired financial dreams achieved.

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Lock-in Period

Nil

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Min SIP

100

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Min Lumpsum

₹100

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Fund Size(Cr)

₹6,574.82

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Expense Ratio

1.81%

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Exit Load

Nil

Nil upto 25% of units and 1% for remaining units on or before 365D, Nil after 365D

Sundaram Large and Midcap Fund Regular Plan Holdings

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Sundaram Large and Midcap Fund Regular Plan AMC Details

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  • Fund House

    Sundaram Asset Management Company Limited

  • Fund Manager

    S. Bharath

Sundaram Large and Midcap Fund Regular Plan FAQs

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How can I invest in the Sundaram Large and Midcap Fund Regular Plan ?

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What are the historical returns of the Sundaram Large and Midcap Fund Regular Plan ?

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What is the Net Asset Value (NAV) of Sundaram Large and Midcap Fund Regular Plan currently?

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Is Sundaram Large and Midcap Fund Regular Plan a good investment option for me?

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What are the expense ratios associated with Sundaram Large and Midcap Fund Regular Plan ?

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Can I invest in both SIP and Lump Sum plans for Sundaram Large and Midcap Fund Regular Plan ?

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How can I redeem my investments in the Sundaram Large and Midcap Fund Regular Plan ?

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What is the current Asset Under Management (AUM) for Sundaram Large and Midcap Fund Regular Plan ?

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How can I invest in the Sundaram Large and Midcap Fund Regular Plan through SIPs of INR 1000 per month?

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Disclaimer

Past performance is not an indicator of future returns.

Mutual Fund investments are subject to market risks, read all scheme related documents and Terms & Conditions carefully for more information.