Sundaram Large and Mid Cap Fund - Direct Plan - Growth

Regular

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.
Direct

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.

Latest (Updated on 30th Jun 2025)

Crisil Rank
(Updated on 31st Mar 2025)

Crisil Rank
(Updated on 31st Dec 2024)

Crisil Rank
(Updated on 30th Sep 2024)

Crisil Rank
(Updated on 30th Jun 2024)

Crisil Rank

Returns (NAV as on 14th October, 2025)

Period Invested for	₹10000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	07-Oct-25	9996.80	-0.03%	-	-0.10%	12/33
1 Month	12-Sep-25	10097.60	0.98%	-	0.13%	5/33
3 Month	14-Jul-25	10145.20	1.45%	-	0.16%	9/32
6 Month	11-Apr-25	11309.40	13.09%	-	14.29%	20/31
YTD	01-Jan-25	10166.10	1.66%	-	3.21%	19/31
1 Year	14-Oct-24	9935.70	-0.64%	-0.64%	-0.63%	15/30
2 Year	13-Oct-23	13984.20	39.84%	18.20%	19.59%	18/26
3 Year	14-Oct-22	16456.40	64.56%	18.04%	20.41%	21/26
5 Year	14-Oct-20	26584.90	165.85%	21.59%	23.34%	19/26
10 Year	14-Oct-15	42283.10	322.83%	15.50%	15.77%	12/19
Since Inception	08-Jan-13	63279.30	532.79%	15.54%	15.36%	19/31

Returns Calculator

SIP Returns (NAV as on 14th October, 2025)

Period Invested for	₹1000 SIP Started on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	14-Oct-24	12000	12686.9	5.72 %	10.78 %
2 Year	13-Oct-23	24000	26933.3	12.22 %	11.5 %
3 Year	14-Oct-22	36000	45685.76	26.9 %	16.09 %
5 Year	14-Oct-20	60000	90864.59	51.44 %	16.61 %
10 Year	14-Oct-15	120000	285865.69	138.22 %	16.54 %

SIP Calculator

Compare performance

Category	1 D	1 M	3 M	6 M	YTD	1 Y	2 Y	3 Y	5 Y
This Fund	-0.39%	0.98%	1.45%	13.09%	2.04%	-0.64%	18.20%	18.04%	21.59%
Nifty 50	-0.32%	0.13%	0.25%	10.15%	6.35%	0.07%	12.80%	13.51%	15.99%
Benchmark: Nifty LargeMidcap 250 TRI	-0.53%	0.14%	-0.06%	13.81%	4.57%	-0.88%	17.95%	19.51%	23.07%
Category Average	-0.42%	0.13%	0.16%	14.29%	3.21%	-0.63%	19.59%	20.41%	23.34%
Category Rank	13/31	5/33	9/32	20/31	19/31	15/30	18/26	21/26	19/26
Best in Category	0.07%	1.67%	4.03%	25.65%	11.55%	6.14%	30.49%	30.47%	30.18%
Worst in Category	-0.79%	-1.83%	-4.88%	7.41%	-2.30%	-10.29%	12.97%	14.90%	17.20%

quartely results (NAV as on 14th October, 2025)

Period

This Fund

Nifty 50

Nifty LargeMidcap 250 TRI

Category Average

2025

1.66%

5.91%

1.65%

Q4 - 2025	1.46%	1.24%	--	1.85%
Q3 - 2025	-1.15%	-3.64%	--	-1.52%
Q2 - 2025	10.65%	10.15%	--	8.61%
Q1 - 2025	-7.79%	-2.43%	--	0.13%

2024

25.75%

8.75%

22.06%

Q4 - 2024	-3.98%	-8.34%	--	-2.29%
Q3 - 2024	6.95%	6.91%	--	4.66%
Q2 - 2024	12.41%	7.48%	--	10.49%
Q1 - 2024	3.72%	3.31%	--	2.63%

2023

27.57%

19.48%

28.8%

Q4 - 2023	11.90%	11.33%	--	8.66%
Q3 - 2023	6.20%	1.07%	--	4.17%
Q2 - 2023	13.55%	10.29%	--	9.38%
Q1 - 2023	-4.94%	-4.60%	--	-2.50%

2022

-0.17%

3.24%

2.4%

Q4 - 2022	2.38%	7.76%	--	-0.02%
Q3 - 2022	13.03%	8.52%	--	5.36%
Q2 - 2022	-11.98%	-10.70%	--	-7.33%
Q1 - 2022	-2.87%	-0.91%	--	0.95%

2021

41.27%

23.79%

34.94%

Q4 - 2021	4.01%	-1.02%	--	1.96%
Q3 - 2021	15.39%	12.36%	--	7.55%
Q2 - 2021	7.52%	5.75%	--	7.29%
Q1 - 2021	10.18%	4.80%	--	4.38%

2020

9.09%

14.77%

16.51%

Q4 - 2020	17.53%	22.46%	--	12.48%
Q3 - 2020	10.80%	7.84%	--	4.71%
Q2 - 2020	21.09%	24.82%	--	13.84%
Q1 - 2020	-30.00%	-29.43%	--	-25.80%

2019

11.57%

11.53%

Q4 - 2019	6.14%	7.12%	--	3.45%
Q3 - 2019	0.17%	-3.30%	--	1.73%
Q2 - 2019	1.56%	1.68%	--	0.28%
Q1 - 2019	3.38%	6.96%	--	5.60%

2018

2.08%

4.09%

-6.15%

Q4 - 2018	3.47%	-1.32%	--	1.55%
Q3 - 2018	-1.34%	3.29%	--	-5.26%
Q2 - 2018	3.42%	4.36%	--	-1.01%
Q1 - 2018	-3.61%	-2.14%	--	-6.64%

2017

37.38%

27.58%

39.82%

Q4 - 2017	11.61%	5.84%	--	11.09%
Q3 - 2017	3.24%	2.54%	--	3.70%
Q2 - 2017	3.83%	3.06%	--	5.33%
Q1 - 2017	14.83%	12.16%	--	14.98%

2016

7.42%

2.72%

6.48%

Q4 - 2016	-1.47%	-6.39%	--	-5.60%
Q3 - 2016	6.49%	3.40%	--	7.75%
Q2 -	--	7.45%	--	--
Q1 -	--	-2.82%	--	--

Best Quarters

Period	This Fund	Nifty 50	Nifty LargeMidcap 250 TRI	Category Average
Q2 - 2020	21.09%	24.82%	--	13.84%
Q4 - 2020	17.53%	22.46%	--	12.48%
Q3 - 2021	15.39%	12.36%	--	7.55%

Worst Quarters

Period	This Fund	Nifty 50	Nifty LargeMidcap 250 TRI	Category Average
Q1 - 2020	-30.00%	-29.43%	--	-25.8%
Q1 - 2025	-7.79%	-2.43%	--	0.13%
Q2 - 2022	-11.98%	-10.70%	--	-7.33%

Forum

NITINPIMPALE
MF Investment Help
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5 days ago

purchase unit will adjust difference in NAV 10.263 View more

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  purchase unit will adjust difference in NAV 10.263
  
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krishna_ksvs
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17 days ago

View more

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The Fixed Income
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54 mins ago

Boost Your Portfolio with a Short-Term, High-Return NBFC Bond! 9.35% NIDO HOME FINANCE LIMITED 2028 ✔️ Coupon: 9.35% ✔️ Rating: CRISIL A+ Stable ✔️ Tenor: 2y 10m (Maturity: 10/Sep/2028) Senior Secured | High Return Bond | Listed Earn steady returns backed by a trusted NBFC with strong credit ratings. ???? Explore on The Fixed Income: https://www.thefixedincome.com/product/dVJldVlnPT0=/935-nido-home-finance-limited-2028?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list View more

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  Boost Your Portfolio with a Short-Term, High-Return NBFC Bond! 9.35% NIDO HOME FINANCE LIMITED 2028 ✔️ Coupon: 9.35% ✔️ Rating: CRISIL A+ Stable ✔️ Tenor: 2y 10m (Maturity: 10/Sep/2028) Senior Secured | High Return Bond | Listed Earn steady returns backed by a trusted NBFC with strong credit ratings. ???? Explore on The Fixed Income: https://www.thefixedincome.com/product/dVJldVlnPT0=/935-nido-home-finance-limited-2028?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list
  
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shravanashok
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68 days ago

need your suggestion for sbi psu fund direct growth stay or switch View more

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  need your suggestion for sbi psu fund direct growth stay or switch
  
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ravisistla
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81 days ago

Dividend last declared by SBI Long Term Equity Fund - regular Plan -IDCW was in the year 2022. Is there any specific reason given by fund managers for non declaration of dividend. Please let me know. View more

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  Dividend last declared by SBI Long Term Equity Fund - regular Plan -IDCW was in the year 2022. Is there any specific reason given by fund managers for non declaration of dividend. Please let me know.
  
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sunny85deol
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118 days ago

Hello sir, I have been invested in these funds since 2017. Last SIP was in 2021. As their NAV have grown so I was thinking of switching to other funds with lower NAV. View more

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  Hello sir, I have been invested in these funds since 2017. Last SIP was in 2021. As their NAV have grown so I was thinking of switching to other funds with lower NAV.
  
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