mid capHigh risk

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

Invests in mid-sized companies (ranked 101-250). Faster growing than large cap, but with bigger price swings. From Sundaram Mutual Fund. It's been running since 5 Mar 2007.

Latest price per unit

₹32.1291

▼ 0.07% today

As of 28 Aug 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.06 L

▲ ₹6.2k gain · 6.2% / year

Invested 3 years ago

₹1.24 L

▲ ₹24.2k gain · 7.5% / year

Invested 5 years ago

₹1.36 L

▲ ₹35.7k gain · 6.3% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

16.7%

The value swings roughly 17% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-69.99%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year6.16%

CAGR — 3 years7.48%

CAGR — 5 years6.30%

CAGR — since launch6.28%

Volatility — 1 year (annualised)17.27%

Volatility — 3 years (annualised)16.69%

Max drawdown — 1 year-19.79%

Max drawdown — 3 years-26.32%

Sharpe ratio — 1 year (rf=6%)0.01

Sharpe ratio — 3 years (rf=6%)0.08

Fund info

Fund house: Sundaram Mutual Fund
Category: Equity Scheme - Large & Mid Cap Fund
Plan: Regular
Option: IDCW
ISIN (Growth): INF903J01DU9
ISIN (Div re-invest): INF903J01DV7
Fund code: 105000
First price on record: 5 Mar 2007 · 4,785 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.