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Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 2/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 65/100 · Good
How this score is calculated
- Star rating (35%)2/5
- 3Y CAGR (30%)14.73%
- Expense ratio (20%)1.35%
- AUM (15%)₹7,544 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Sundaram Mutual Fund · Equity · Large & MidCap
₹106.43
AUM: ₹7,543 Cr
NAV updated 17 days ago
Plan
Regular
Option
Idcw
Risk
High
Expense Ratio
1.35%
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Fund Manager
S Krishnakumar, Madanagopal Ramu
Inception
Jan 2013
Benchmark
NIFTY Large Midcap 250 Total Return Index
Sharpe Ratio
-0.17
Std Dev (1Y)
17.57%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-0.82%
3m
+13.28%
6m
+12.6%
1y
+10.98%
3y
+14.73%
5y
+12.69%
10y
+15.03%
since inception
+6.17%
TopFund's Take on Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) holds up reasonably well within the Large & MidCap category, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 65/100.
Cost: At 1.35%, the expense ratio runs 52% above the Large & MidCap category average of 0.89%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.17 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 17.57% is fairly typical for Large & MidCap funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
The current NAV (Net Asset Value) of Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) is ₹106.43. NAV is updated every business day after market close by AMFI.
1Y: 10.98% · 3Y CAGR: 14.73% · 5Y CAGR: 12.69%
The expense ratio of Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) is 1.35% per annum. This is the annual fee charged by the fund to manage your investment.
Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) is managed by S Krishnakumar, Madanagopal Ramu at Sundaram Mutual Fund.
Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) is ₹7,544 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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