Sundaram Large and Midcap Fund
Historical Scheme Lineage & Predecessor Heritage (Since 1999-05-27)
Verified Continuous RecordThis fund represents continuous, uninterrupted wealth creation originating from its original NFO. Even as sponsoring AMCs merged or changed names over the decades, this portfolio's compounding remained unbroken:
Launched on 27 May 1999
Principal Financial Group acquired Sun F&C AMC in 2004
SEBI categorization
Sundaram AMC acquired 100% of Principal Mutual Fund India
Multi-Horizon Compounding Performance Record
Daily Live NAV Feed (2026-08-28)| Horizon | Annualized Return (CAGR) | Starting ₹10,000 Grown To | Status |
|---|---|---|---|
| 1 Year (CAGR) | +7.3% | ₹10,734 | Verified |
| 3 Years (CAGR) | +8.6% | ₹12,791 | Verified |
| 5 Years (CAGR) | +7.5% | ₹14,363 | Verified |
| 10 Years (CAGR) | +7.1% | ₹19,782 | Verified |
| Since Inception (1999-05-27) | +4.95% | ₹37,373 | All-Time Record |
Official AMC Declaration & Statutory Disclosures
SEBI Mandated SourceDirectly reconciled against Sundaram Mutual Fund's official website declaration, factsheet, and statutory monthly portfolio filings.
Multi-Source Data Verification & Cross-Validation Audit
Triangulated across official AMC filings, statutory AMFI repositories, and Indian financial networks
All key quantitative parameters (Expense Ratio TER, Total AUM, Historical Inception Date, and Multi-Horizon Compounding CAGRs) are cross-audited daily against official AMC declarations and statutory benchmark sources to guarantee 100% data integrity and eliminate inaccuracies.