TickerKhojSundaram Mutual Fund · Equity · Large & Mid Cap · Direct plan
Sundaram Large and Midcap Fund - Direct Plan - Growth
₹96.8645NAV on 30 Oct 2026Expense ratio 1.29%
29 Oct 2025NAV low 86.69 · high 108.99-3.5%
In plain words
Over 3 years it returned +12.9% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -18.9%.
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 | -6.5% | -5.1% |
| 6 months | +2.3% | -3.2% |
| 1 year | -3.0% | -10.2% |
| 3 years (yearly) | +12.9% | +7.4% |
| 5 years (yearly) | +10.2% | +6.5% |
| 10 years (yearly) | +13.9% | +11.3% |
| Since start (yearly) | +14.3% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,17,831 | -2.9% |
| 3 years | ₹3,60,000 | ₹3,87,942 | +4.7% |
| 5 years | ₹5,90,000 | ₹7,57,994 | +9.8% |
| 10 years | ₹11,90,000 | ₹24,29,533 | +13.6% |
Other plan of this fund: Sundaram Large and Midcap Fund - Regular Plan - Growth