Sundaram Large and Midcap Fund Regular Plan - Growth
(Erstwhile Sundaram Equity Multiplier Fund Growth)
| Category: Equity: Large and Mid Cap |
| Launch Date: 10-02-2007 |
| Asset Class: Equity |
| Benchmark: NIFTY Large Midcap 250 TRI |
| Expense Ratio: 1.66% As on (31-10-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 7,048.03 Cr As on (28-11-2025) |
| Turn over: 29% |
NAV as on 12-12-2025
87.5869
0.65 (0.741%)
CAGR Since Inception
14.25%
NIFTY Large Midcap 250 TRI 15.98%
PERFORMANCE of Sundaram Large and Midcap Fund Regular Plan - Growth
Scheme Performance (%)
Data as on - 12-12-2025Yearly Performance (%)
Fund Managers
FM 1- Mr. Bharath S; FM 2 - Mr. Ashish Aggarwal;
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.
NAV & Lumpsum details( Invested amount 1,00,000)
Show All Monthly Lumpsum Returns
| NAV Date | NAV | Units | Market Value |
Returns (%) |
|---|---|---|---|---|
| 27-02-2007 | 7.1558 | 13974.6779 | 100000 | 0.0 % |
| 27-03-2007 | 6.9773 | - | 97506 | -2.49 % |
| 27-04-2007 | 7.2845 | - | 101799 | 1.8 % |
| 27-05-2007 | 7.5407 | - | 105379 | 5.38 % |
| 27-06-2007 | 7.6287 | - | 106609 | 6.61 % |
| 27-07-2007 | 7.9196 | - | 110674 | 10.67 % |
| 27-08-2007 | 7.7184 | - | 107862 | 7.86 % |
| 27-09-2007 | 9.1934 | - | 128475 | 28.48 % |
| 27-10-2007 | 11.0528 | - | 154459 | 54.46 % |
| 27-11-2007 | 11.6663 | - | 163033 | 63.03 % |
| 27-12-2007 | 12.3577 | - | 172695 | 72.69 % |
| 27-01-2008 | 10.1699 | - | 142121 | 42.12 % |
| 27-02-2008 | 9.7691 | - | 136520 | 36.52 % |
| 27-03-2008 | 8.5098 | - | 118922 | 18.92 % |
| 27-04-2008 | 9.1471 | - | 127828 | 27.83 % |
| 27-05-2008 | 8.77 | - | 122558 | 22.56 % |
| 27-06-2008 | 7.3039 | - | 102070 | 2.07 % |
| 27-07-2008 | 7.5804 | - | 105934 | 5.93 % |
| 27-08-2008 | 7.5828 | - | 105967 | 5.97 % |
| 27-09-2008 | 6.955 | - | 97194 | -2.81 % |
| 27-10-2008 | 5.2046 | - | 72733 | -27.27 % |
| 27-11-2008 | 5.2436 | - | 73278 | -26.72 % |
| 27-12-2008 | 5.4824 | - | 76615 | -23.39 % |
| 27-01-2009 | 5.2028 | - | 72707 | -27.29 % |
| 27-02-2009 | 4.9949 | - | 69802 | -30.2 % |
| 27-03-2009 | 5.3618 | - | 74929 | -25.07 % |
| 27-04-2009 | 6.048 | - | 84519 | -15.48 % |
| 27-05-2009 | 7.9075 | - | 110505 | 10.51 % |
| 27-06-2009 | 7.8634 | - | 109888 | 9.89 % |
| 27-07-2009 | 8.2204 | - | 114877 | 14.88 % |
| 27-08-2009 | 8.7775 | - | 122663 | 22.66 % |
| 27-09-2009 | 9.364 | - | 130859 | 30.86 % |
| 27-10-2009 | 9.258 | - | 129378 | 29.38 % |
| 27-11-2009 | 9.4393 | - | 131911 | 31.91 % |
| 27-12-2009 | 10.0003 | - | 139751 | 39.75 % |
| 27-01-2010 | 9.6377 | - | 134684 | 34.68 % |
| 27-02-2010 | 9.5805 | - | 133884 | 33.88 % |
| 27-03-2010 | 10.055 | - | 140515 | 40.52 % |
| 27-04-2010 | 10.4021 | - | 145366 | 45.37 % |
| 27-05-2010 | 9.7772 | - | 136633 | 36.63 % |
| 27-06-2010 | 10.2873 | - | 143762 | 43.76 % |
| 27-07-2010 | 10.6345 | - | 148614 | 48.61 % |
| 27-08-2010 | 11.0302 | - | 154143 | 54.14 % |
| 27-09-2010 | 11.6273 | - | 162488 | 62.49 % |
| 27-10-2010 | 11.9489 | - | 166982 | 66.98 % |
| 27-11-2010 | 11.0315 | - | 154162 | 54.16 % |
| 27-12-2010 | 11.1998 | - | 156514 | 56.51 % |
| 27-01-2011 | 10.5324 | - | 147187 | 47.19 % |
| 27-02-2011 | 9.5618 | - | 133623 | 33.62 % |
| 27-03-2011 | 9.9857 | - | 139547 | 39.55 % |
| 27-04-2011 | 10.731 | - | 149962 | 49.96 % |
| 27-05-2011 | 10.1187 | - | 141406 | 41.41 % |
| 27-06-2011 | 10.1869 | - | 142359 | 42.36 % |
| 27-07-2011 | 10.508 | - | 146846 | 46.85 % |
| 27-08-2011 | 9.0398 | - | 126328 | 26.33 % |
| 27-09-2011 | 9.2921 | - | 129854 | 29.85 % |
| 27-10-2011 | 9.1236 | - | 127499 | 27.5 % |
| 27-11-2011 | 8.6899 | - | 121439 | 21.44 % |
| 27-12-2011 | 8.1013 | - | 113213 | 13.21 % |
| 27-01-2012 | 8.9504 | - | 125079 | 25.08 % |
| 27-02-2012 | 9.1831 | - | 128331 | 28.33 % |
| 27-03-2012 | 9.5158 | - | 132980 | 32.98 % |
| 27-04-2012 | 9.7104 | - | 135700 | 35.7 % |
| 27-05-2012 | 9.2906 | - | 129833 | 29.83 % |
| 27-06-2012 | 9.5328 | - | 133218 | 33.22 % |
| 27-07-2012 | 9.6068 | - | 134252 | 34.25 % |
| 27-08-2012 | 10.0984 | - | 141122 | 41.12 % |
| 27-09-2012 | 10.7648 | - | 150435 | 50.43 % |
| 27-10-2012 | 10.8343 | - | 151406 | 51.41 % |
| 27-11-2012 | 11.1842 | - | 156296 | 56.3 % |
| 27-12-2012 | 11.6867 | - | 163318 | 63.32 % |
| 27-01-2013 | 11.7446 | - | 164127 | 64.13 % |
| 27-02-2013 | 10.9697 | - | 153298 | 53.3 % |
| 27-03-2013 | 10.461 | - | 146189 | 46.19 % |
| 27-04-2013 | 10.8741 | - | 151962 | 51.96 % |
| 27-05-2013 | 11.0773 | - | 154802 | 54.8 % |
| 27-06-2013 | 10.3864 | - | 145147 | 45.15 % |
| 27-07-2013 | 10.4355 | - | 145833 | 45.83 % |
| 27-08-2013 | 9.6029 | - | 134197 | 34.2 % |
| 27-09-2013 | 10.2702 | - | 143523 | 43.52 % |
| 27-10-2013 | 10.9442 | - | 152942 | 52.94 % |
| 27-11-2013 | 11.2456 | - | 157154 | 57.15 % |
| 27-12-2013 | 12.0969 | - | 169050 | 69.05 % |
| 27-01-2014 | 11.5447 | - | 161333 | 61.33 % |
| 27-02-2014 | 12.1434 | - | 169700 | 69.7 % |
| 27-03-2014 | 12.9928 | - | 181570 | 81.57 % |
| 27-04-2014 | 13.6628 | - | 190933 | 90.93 % |
| 27-05-2014 | 15.3283 | - | 214208 | 114.21 % |
| 27-06-2014 | 16.5076 | - | 230688 | 130.69 % |
| 27-07-2014 | 16.5891 | - | 231827 | 131.83 % |
| 27-08-2014 | 17.5452 | - | 245189 | 145.19 % |
| 27-09-2014 | 18.0745 | - | 252585 | 152.58 % |
| 27-10-2014 | 18.4138 | - | 257327 | 157.33 % |
| 27-11-2014 | 20.1307 | - | 281320 | 181.32 % |
| 27-12-2014 | 20.3382 | - | 284220 | 184.22 % |
| 27-01-2015 | 21.8077 | - | 304756 | 204.76 % |
| 27-02-2015 | 21.7456 | - | 303888 | 203.89 % |
| 27-03-2015 | 21.4218 | - | 299363 | 199.36 % |
| 27-04-2015 | 20.6256 | - | 288236 | 188.24 % |
| 27-05-2015 | 21.6399 | - | 302411 | 202.41 % |
| 27-06-2015 | 21.9545 | - | 306807 | 206.81 % |
| 27-07-2015 | 22.3772 | - | 312714 | 212.71 % |
| 27-08-2015 | 21.8198 | - | 304925 | 204.92 % |
| 27-09-2015 | 21.2537 | - | 297014 | 197.01 % |
| 27-10-2015 | 21.9801 | - | 307165 | 207.16 % |
| 27-11-2015 | 21.7749 | - | 304297 | 204.3 % |
| 27-12-2015 | 21.6447 | - | 302478 | 202.48 % |
| 27-01-2016 | 20.3583 | - | 284501 | 184.5 % |
| 27-02-2016 | 18.6334 | - | 260396 | 160.4 % |
| 27-03-2016 | 20.5923 | - | 287771 | 187.77 % |
| 27-04-2016 | 21.5847 | - | 301639 | 201.64 % |
| 27-05-2016 | 21.8818 | - | 305791 | 205.79 % |
| 27-06-2016 | 22.2817 | - | 311380 | 211.38 % |
| 27-07-2016 | 24.1541 | - | 337546 | 237.55 % |
| 27-08-2016 | 25.0501 | - | 350067 | 250.07 % |
| 27-09-2016 | 25.5861 | - | 357558 | 257.56 % |
| 27-10-2016 | 25.958 | - | 362755 | 262.75 % |
| 27-11-2016 | 24.1587 | - | 337610 | 237.61 % |
| 27-12-2016 | 23.5054 | - | 328480 | 228.48 % |
| 27-01-2017 | 25.9843 | - | 363122 | 263.12 % |
| 27-02-2017 | 26.7619 | - | 373989 | 273.99 % |
| 27-03-2017 | 27.7313 | - | 387536 | 287.54 % |
| 27-04-2017 | 29.558 | - | 413064 | 313.06 % |
| 27-05-2017 | 29.2796 | - | 409173 | 309.17 % |
| 27-06-2017 | 29.2449 | - | 408688 | 308.69 % |
| 27-07-2017 | 30.9355 | - | 432314 | 332.31 % |
| 27-08-2017 | 30.7142 | - | 429221 | 329.22 % |
| 27-09-2017 | 30.874 | - | 431454 | 331.45 % |
| 27-10-2017 | 33.3435 | - | 465965 | 365.97 % |
| 27-11-2017 | 33.993 | - | 475041 | 375.04 % |
| 27-12-2017 | 34.9584 | - | 488532 | 388.53 % |
| 27-01-2018 | 35.427 | - | 495081 | 395.08 % |
| 27-02-2018 | 33.6932 | - | 470852 | 370.85 % |
| 27-03-2018 | 32.5703 | - | 455159 | 355.16 % |
| 27-04-2018 | 34.6933 | - | 484828 | 384.83 % |
| 27-05-2018 | 33.7567 | - | 471739 | 371.74 % |
| 27-06-2018 | 32.5781 | - | 455268 | 355.27 % |
| 27-07-2018 | 34.0406 | - | 475706 | 375.71 % |
| 27-08-2018 | 35.2864 | - | 493116 | 393.12 % |
| 27-09-2018 | 32.0289 | - | 447594 | 347.59 % |
| 27-10-2018 | 29.6055 | - | 413727 | 313.73 % |
| 27-11-2018 | 31.3892 | - | 438654 | 338.65 % |
| 27-12-2018 | 31.6434 | - | 442206 | 342.21 % |
| 27-01-2019 | 30.8837 | - | 431590 | 331.59 % |
| 27-02-2019 | 30.6 | - | 427625 | 327.62 % |
| 27-03-2019 | 32.4094 | - | 452911 | 352.91 % |
| 27-04-2019 | 32.8118 | - | 458534 | 358.53 % |
| 27-05-2019 | 33.4184 | - | 467011 | 367.01 % |
| 27-06-2019 | 33.0952 | - | 462495 | 362.5 % |
| 27-07-2019 | 31.0731 | - | 434237 | 334.24 % |
| 27-08-2019 | 30.7315 | - | 429463 | 329.46 % |
| 27-09-2019 | 32.898 | - | 459739 | 359.74 % |
| 27-10-2019 | 33.2101 | - | 464100 | 364.1 % |
| 27-11-2019 | 34.1298 | - | 476953 | 376.95 % |
| 27-12-2019 | 34.4365 | - | 481239 | 381.24 % |
| 27-01-2020 | 35.7721 | - | 499904 | 399.9 % |
| 27-02-2020 | 35.1851 | - | 491700 | 391.7 % |
| 27-03-2020 | 25.3478 | - | 354227 | 254.23 % |
| 27-04-2020 | 27.3915 | - | 382787 | 282.79 % |
| 27-05-2020 | 27.0685 | - | 378274 | 278.27 % |
| 27-06-2020 | 29.9739 | - | 418876 | 318.88 % |
| 27-07-2020 | 31.4575 | - | 439608 | 339.61 % |
| 27-08-2020 | 34.1654 | - | 477450 | 377.45 % |
| 27-09-2020 | 32.6603 | - | 456417 | 356.42 % |
| 27-10-2020 | 34.2431 | - | 478536 | 378.54 % |
| 27-11-2020 | 37.7844 | - | 528025 | 428.02 % |
| 27-12-2020 | 39.4637 | - | 551492 | 451.49 % |
| 27-01-2021 | 40.1323 | - | 560836 | 460.84 % |
| 27-02-2021 | 43.5855 | - | 609093 | 509.09 % |
| 27-03-2021 | 43.206 | - | 603790 | 503.79 % |
| 27-04-2021 | 44.0342 | - | 615364 | 515.36 % |
| 27-05-2021 | 46.5137 | - | 650014 | 550.01 % |
| 27-06-2021 | 48.7468 | - | 681221 | 581.22 % |
| 27-07-2021 | 50.123 | - | 700453 | 600.45 % |
| 27-08-2021 | 52.143 | - | 728682 | 628.68 % |
| 27-09-2021 | 54.9986 | - | 768588 | 668.59 % |
| 27-10-2021 | 56.6039 | - | 791021 | 691.02 % |
| 27-11-2021 | 54.5548 | - | 762386 | 662.39 % |
| 27-12-2021 | 55.0998 | - | 770002 | 670.0 % |
| 27-01-2022 | 53.9401 | - | 753796 | 653.8 % |
| 27-02-2022 | 52.3579 | - | 731685 | 631.68 % |
| 27-03-2022 | 53.3968 | - | 746203 | 646.2 % |
| 27-04-2022 | 53.1668 | - | 742989 | 642.99 % |
| 27-05-2022 | 49.3478 | - | 689620 | 589.62 % |
| 27-06-2022 | 48.4461 | - | 677019 | 577.02 % |
| 27-07-2022 | 51.7412 | - | 723067 | 623.07 % |
| 29-08-2022 | 54.5362 | - | 762126 | 662.13 % |
| 27-09-2022 | 53.7974 | - | 751801 | 651.8 % |
| 27-10-2022 | 55.4494 | - | 774888 | 674.89 % |
| 28-11-2022 | 56.6585 | - | 791784 | 691.78 % |
| 27-12-2022 | 55.348 | - | 773470 | 673.47 % |
| 27-01-2023 | 53.4439 | - | 746861 | 646.86 % |
| 27-02-2023 | 53.0781 | - | 741749 | 641.75 % |
| 27-03-2023 | 51.4237 | - | 718630 | 618.63 % |
| 27-04-2023 | 54.2839 | - | 758600 | 658.6 % |
| 29-05-2023 | 57.2364 | - | 799860 | 699.86 % |
| 27-06-2023 | 58.596 | - | 818860 | 718.86 % |
| 27-07-2023 | 61.4179 | - | 858295 | 758.3 % |
| 28-08-2023 | 61.4125 | - | 858220 | 758.22 % |
| 27-09-2023 | 63.1621 | - | 882670 | 782.67 % |
| 27-10-2023 | 60.8616 | - | 850521 | 750.52 % |
| 28-11-2023 | 64.9761 | - | 908020 | 808.02 % |
| 27-12-2023 | 70.0057 | - | 978307 | 878.31 % |
| 29-01-2024 | 70.3557 | - | 983198 | 883.2 % |
| 27-02-2024 | 72.4013 | - | 1011785 | 911.79 % |
| 27-03-2024 | 72.3185 | - | 1010628 | 910.63 % |
| 29-04-2024 | 75.8158 | - | 1059501 | 959.5 % |
| 27-05-2024 | 78.7752 | - | 1100858 | 1000.86 % |
| 27-06-2024 | 82.5737 | - | 1153941 | 1053.94 % |
| 29-07-2024 | 85.2399 | - | 1191200 | 1091.2 % |
| 27-08-2024 | 86.4531 | - | 1208154 | 1108.15 % |
| 27-09-2024 | 89.628 | - | 1252522 | 1152.52 % |
| 28-10-2024 | 84.3187 | - | 1178327 | 1078.33 % |
| 27-11-2024 | 85.1572 | - | 1190044 | 1090.04 % |
| 27-12-2024 | 85.2287 | - | 1191044 | 1091.04 % |
| 27-01-2025 | 77.336 | - | 1080746 | 980.75 % |
| 27-02-2025 | 73.9857 | - | 1033926 | 933.93 % |
| 27-03-2025 | 78.9636 | - | 1103491 | 1003.49 % |
| 28-04-2025 | 81.0042 | - | 1132008 | 1032.01 % |
| 27-05-2025 | 82.5737 | - | 1153941 | 1053.94 % |
| 27-06-2025 | 85.8681 | - | 1199979 | 1099.98 % |
| 28-07-2025 | 83.8959 | - | 1172418 | 1072.42 % |
| 28-08-2025 | 83.6509 | - | 1168994 | 1068.99 % |
| 29-09-2025 | 84.3292 | - | 1178473 | 1078.47 % |
| 27-10-2025 | 88.495 | - | 1236689 | 1136.69 % |
| 27-11-2025 | 88.8032 | - | 1240996 | 1141.0 % |
| 12-12-2025 | 87.5869 | - | 1223999 | 1124.0 % |
RETURNS CALCULATOR for Sundaram Large and Midcap Fund Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
Period :
Start :
End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount :
Start :
Rolling Returns
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.
Riskometer
Key Performance and Risk Statistics of Sundaram Large and Midcap Fund Regular Plan - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Sundaram Large and Midcap Fund Regular Plan - Growth | 12.94 | 0.76 | -1.65 | 0.96 | - | - |
| Equity: Large and Mid Cap | - | - | - | - | - | - |
PEER COMPARISION of Sundaram Large and Midcap Fund Regular Plan - Growth
Amount :
Start :
End :
Period
Data as on - 12-12-2025
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Sundaram Large and Midcap Fund Regular Plan - Growth | 10-02-2007 | 0.19 | 13.34 | 15.48 | 17.65 | 15.4 |
| ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 9.16 | 18.57 | 20.34 | 23.29 | 16.71 |
| Helios Large & Mid Cap Fund - Regular Plan - Growth Option | 30-10-2024 | 4.63 | 0.0 | 0.0 | 0.0 | 0.0 |
| SBI Large & MIDCap Fund- Regular Plan -Growth | 28-02-1993 | 4.41 | 15.3 | 16.28 | 19.91 | 15.46 |
| Mirae Asset Large & Midcap Fund - Regular Plan - Growth | 02-07-2010 | 4.16 | 14.29 | 16.6 | 17.99 | 17.82 |
| Bandhan Large & Mid Cap Fund - Regular Plan - Growth | 09-08-2005 | 3.79 | 19.66 | 22.39 | 22.3 | 16.68 |
| Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth | 22-12-2023 | 3.51 | 0.0 | 0.0 | 0.0 | 0.0 |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 3.5 | 22.39 | 22.98 | 20.67 | 16.59 |
| Franklin India Large & Mid Cap Fund - Growth Plan | 05-03-2005 | 2.83 | 15.12 | 16.24 | 17.38 | 12.75 |
| UTI Large & Mid Cap Fund - Regular Plan - Growth Option | 01-08-2005 | 2.8 | 18.56 | 21.07 | 22.24 | 15.04 |
PORTFOLIO ANALYSIS of Sundaram Large and Midcap Fund Regular Plan - Growth
Asset Allocation (%)
| Allocation | Percentage (%) |
|---|
Market Cap Distribution
Small Cap
10.79%
Others
1.54%
Large Cap
49.5%
Mid Cap
38.17%
Total
100%
