Sundaram Large and Midcap Regular Plan - IDCW
Equity
Large & Mid Cap
Sundaram Large and Midcap Regular Plan Returns
NAV: ₹28.77
As of 2026-10-21
6.99%
1yr
13.28%
3yr
10.94%
5yr
All
Sundaram Large and Midcap Regular Plan Return Calculator
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Sundaram Large and Midcap Regular Plan Overview
About Sundaram Large and Midcap Regular Plan - IDCW
The Sundaram Large and Midcap Regular Plan - IDCW , 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 Regular Plan - IDCW - Performance
The Sundaram Large and Midcap Regular Plan - IDCW has set a great track record, delivering an impressive 1-year return of 6.99. 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 ₹7,543.73 Cr. and the latest NAV declared is 28.7651 as on 2026-10-21.
Sundaram Large and Midcap Regular Plan - IDCW - Investment Strategy
The Sundaram Large and Midcap Regular Plan - IDCW 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 Regular Plan - IDCW - Fees and Expenses
The Sundaram Large and Midcap Regular Plan - IDCW has an expense ratio of 1.54 , 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 Regular Plan - IDCW - SIP Planning
The Sundaram Large and Midcap Regular Plan - IDCW, provides a broad range of SIP plans, which can be customised according to your needs and suitability. Sundaram Large and Midcap Regular Plan - IDCW 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
Min SIP
100
Min Lumpsum
₹100
Fund Size(Cr)
₹7,544
Expense Ratio
1.54%
Exit Load
Nil
If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.
Sundaram Large and Midcap Regular Plan Holdings
Sundaram Large and Midcap Regular Plan Riskometer
Sundaram Large and Midcap Regular Plan AMC Details
Fund House
Sundaram Asset Management Company Limited
Fund Manager
S. Bharath
Launch Date
28-Feb-07
Email
Address
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.
Website
SID
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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.
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