TickerKhojSundaram Mutual Fund · Equity · Large & Mid Cap · Regular plan
Sundaram Large and Midcap Fund - Regular Plan - Growth
₹84.9667NAV on 30 Oct 2026Expense ratio 2.31%
29 Oct 2025NAV low 76.5 · high 95.79-4.5%
In plain words
Over 3 years it returned +11.7% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -19.3%.
On 3-year return it ranks 14 of 26 funds in Large & Mid Cap.
A monthly SIP over 10 years ended ₹1,62,864 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -4.8% | +1.9% |
| 3 months | -6.7% | -5.1% |
| 6 months | +1.7% | -3.2% |
| 1 year | -4.1% | -10.2% |
| 3 years (yearly) | +11.7% | +7.4% |
| 5 years (yearly) | +9.0% | +6.5% |
| 10 years (yearly) | +12.7% | +11.3% |
| Since start (yearly) | +11.6% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,17,075 | -4.0% |
| 3 years | ₹3,60,000 | ₹3,81,110 | +3.6% |
| 5 years | ₹5,90,000 | ₹7,35,174 | +8.6% |
| 10 years | ₹11,90,000 | ₹22,66,669 | +12.3% |
Other plan of this fund: Sundaram Large and Midcap Fund - Direct Plan - Growth