Sundaram Large and Midcap Fund (Direct)
Sundaram Mutual Fund · benchmark Nifty Largemidcap 250 TRI · 13.8 years old · AMFI code 119566
B (middle of the peer group), score 36.2 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 7.5% | 1.9% | +5.6% | 8 / 33 |
| 1 year | 2.6% | -0.3% | +2.9% | 17 / 33 |
| 3 years (a year) | 14.3% | 13.2% | +1.1% | 15 / 26 |
| 5 years (a year) | 11.0% | 11.4% | -0.4% | 21 / 26 |
Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Holdings for this scheme are not available yet; its rating uses the track record only.
Common questions
What is the NAV of Sundaram Large and Midcap Fund (Direct plan)?
₹102.22 on 5 Nov 2026 (Growth option).
What is the expense ratio of Sundaram Large and Midcap Fund (Direct)?
1.20% a year; the Regular plan's is 2.25%.
What return has Sundaram Large and Midcap Fund given over 3 years?
14.3% a year (Direct plan) over the 3 years to 5 Nov 2026, against 13.2% for the Nifty Largemidcap 250 total-return index.
How is Sundaram Large and Midcap Fund rated?
B: 18 of 26 Direct plans in Large & Mid Cap, on its track record. This describes the past and is not a recommendation.
Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Sundaram Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.