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NAVs as of 20 Aug 2026
Add a second fund to compare. Until then every figure below is shown against the Large & Mid Cap Fund median (36 funds), which is the only comparison one fund can support.
Growth of ₹100 (rebased over the selected window)
Common period 05 Mar 2007 – 20 Aug 2026. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one. Nifty Midcap 150 history starts 14 Jan 2019, so that benchmark is not plotted over this window — pick a shorter range to see it.
View as table
| Date | Sundaram Large and Midcap Fund |
|---|---|
| 05 Mar 2007 | ₹100.00 |
| 17 Oct 2008 | ₹87.03 |
| 02 Jun 2010 | ₹133.85 |
| 15 Jan 2012 | ₹121.10 |
| 29 Aug 2013 | ₹123.27 |
| 14 Apr 2015 | ₹242.74 |
| 26 Nov 2016 | ₹245.08 |
| 11 Jul 2018 | ₹336.71 |
| 24 Feb 2020 | ₹382.80 |
| 08 Oct 2021 | ₹567.21 |
| 23 May 2023 | ₹574.10 |
| 05 Jan 2025 | ₹875.69 |
| 20 Aug 2026 | ₹974.91 |
| Metric | Sundaram · Regular NAV ₹95.68 Very High risk ★★★☆☆ | Category median Large & Mid Cap Fund · 36 funds |
|---|---|---|
| +11.42% | +5.52% | |
| +16.32% | +14.91% | |
| +13.24% | +13.37% | |
| +14.68% | +14.19% | |
| +12.41% | +12.93% | |
| +14.35% | — | |
| +13.09% | +14.91% | |
| +13.00% | +14.70% | |
| +13.30% | +13.49% | |
| Risk | ||
| 14.84% | 14.80% | |
| 0.66 | 0.54 | |
| 0.91 | 0.73 | |
| -64.58% | -37.25% | |
| Nifty Midcap 150 | — | |
| +0.58% | -0.76% | |
| 0.83 | 0.83 | |
| 88.0% | 81.1% | |
| 82.8% | 81.1% | |
| 2.43% | 2.37% | |
| ₹6,431Cr | ₹3,576Cr | |
| Up to 1.00% | — | |
| None | — | |
| ₹100 | — | |
| ₹100 | — | |
| 77% | 42% | |
| Madanagopal Ramu · 0.4y | — | |
| 05 Mar 2007 | — | |
| 43 | — | |
| 35.7% | — | |
| 0.1% | — | |
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.