Sundaram Mutual Fund
All mutual funds

Sundaram Large and Midcap Fund - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)

Sundaram Mutual Fund · Large & Mid Cap fund · Direct · IDCW3/5 ★

NAV · as of 11/09/2026

36.70

1D

-0.03%

1Y

+3.29%

Key stats

Expense ratio
0.66%
AUM
₹7.22 K Cr
Launched
01/01/2013
Fund manager
Madanagopal Ramu; Shalav Saket
Portfolio turnover
1.18%
Risk
Very High Risk
Min lump-sum
₹100
Min SIP
₹100/mo
Fresh lump-sum
Accepted
Fresh SIP
Accepted

NAV history

Sundaram Large and Midcap Fund - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)

13/08/2026 to 11/09/2026

O - H - L -

37.6036.6113/08/202611/09/2026
1W-0.05%
1M-1.74%
3M+11.22%
6M+18.16%
1Y+3.29%
3Y+6.80%
5Y+6.24%
MAX+193.51%

Comparable peers

  • Motilal Oswal Large & Midcap IDCW Reinvest Direct Plan

    Motilal Oswal Large & Midcap IDCW Reinvest (DR) · ₹18.44 K Cr AUM

    1Y+11.97%
    3Y+22.35%
    -
  • Motilal Oswal Large & Midcap IDCW Payout Direct Plan

    Motilal Oswal Large & Midcap IDCW Payout (DP) · ₹18.44 K Cr AUM

    1Y+11.97%
    3Y+22.35%
    -
  • Sundaram Large & Mid Cap IDCW Reinvest Direct Plan

    Sundaram Large & Mid Cap IDCW Reinvest (DR) · ₹7.22 K Cr AUM

    1Y+10.15%
    3Y+13.84%
    -
  • Invesco India Large & Mid Cap IDCW Payout Direct Plan

    Invesco India Large & Mid Cap IDCW Payout (DP) · ₹11.75 K Cr AUM

    1Y+8.66%
    3Y+22.27%
    -
  • Invesco India Large & Mid Cap IDCW Reinvest Direct Plan

    Invesco India Large & Mid Cap IDCW Reinvest (DR) · ₹11.75 K Cr AUM

    1Y+8.66%
    3Y+22.27%
    -

Investment objective

To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks

Scheme details

Scheme code
119565
Fund house
Sundaram Mutual Fund
Category
Open Ended
Type
Equity Scheme
Sub-category
Large & Mid Cap fund
Plan
Direct
Return type
IDCW
ISIN (Growth)
INF903J01PP3
ISIN (Div. Reinvest)
INF903J01PQ1
Tradable on exchange
No

Kuvera page