• Home
  • MF Research
  • Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

Equity: Large and Mid Cap Open Ended Scheme
Download Fund Card download share-white
arrow-down
NAV
₹ 29.9553 ₹ -0.06 (-0.19 %)
as on 06-01-2026
Asset Size (AUM)
7,048.03 Cr
Launch Date
Feb 27, 2007
Invest in this scheme
Investment Objective
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.
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in Feb 27, 2007
arrow-up

11.72

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.94 %
Expense Ratio
1.81%
Volatility
12.94 %
Fund House
Sundaram Mutual Fund
Fund Manager
FM 1- Mr. Bharath S; FM 2 - Mr. Ashish Aggarwal;
Key Features
Scheme description
This fund has higher ups and downs compared to mid and small cap equity funds but can give higher returns as it can bring the best of large cap and mid cap investinrg. Investment in this fund can be made for a horizon of at least 5 years or more
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)
Entry Load
Not applicable
Exit Load
Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. Any redemptions or withdrawals by way of SWP in excess of the above mentioned limit would be subject to an exit load of 1 % of the applicable NAV will be charged, if the units are redeemed within 365 days from the date of allotment of units. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. Further, exit load will be waived on Intra-scheme and Inter scheme Switchouts/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Other Schemes of the Same Category
Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
ICICI Prudential Large & Mid Cap Fund - Growth
Mirae Asset Large & Midcap Fund - Regular Plan - Growth
SBI Large & MIDCap Fund- Regular Plan -Growth
Helios Large & Mid Cap Fund - Regular Plan - Growth Option
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
DSP Large & Mid Cap Fund - Regular Plan - Growth
BANK OF INDIA Large & Mid Cap Fund Eco Plan- Growth
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth
Performance

Scheme Performance (%)

Data as on - 06-01-2026

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) 27-02-2007 4.8 11.26 16.72 16.4 13.91
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 14.1 17.15 21.95 22.72 16.47
Mirae Asset Large & Midcap Fund - Regular Plan - Growth 02-07-2010 10.85 11.81 17.96 16.93 17.47
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 10.04 14.17 18.43 19.25 15.27
Helios Large & Mid Cap Fund - Regular Plan - Growth Option 30-10-2024 9.79 0.0 0.0 0.0 0.0
Bandhan Large & Mid Cap Fund - Regular Plan - Growth 09-08-2005 9.14 16.81 24.11 21.51 16.35
DSP Large & Mid Cap Fund - Regular Plan - Growth 16-05-2000 8.97 15.09 21.15 18.74 16.03
BANK OF INDIA Large & Mid Cap Fund Eco Plan- Growth 21-10-2008 8.93 12.08 18.62 17.24 14.06
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 8.89 16.18 22.7 21.38 15.04
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 8.55 15.56 0.0 0.0 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings