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USD
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Sensex
73,249.39
▼ -0.62%
Nifty
22,687.65
▼ -0.54%
22k Gold
₹ 13,234/gm
Silver
₹ 2,24,900/kg
Petrol
₹ 111.21
Diesel
₹ 97.83
LPG
₹ 941.50
Crude Oil
$ 114.08
USD
₹ 94.78
Sundaram Large and Mid Cap Fund - Direct Plan
Regular
Direct
3 Year Absolute Returns
40.11% ↑
NAV (₹) on 22 Oct 2026
96.25
1 Day NAV Change
-0.91%
Risk Level
Very High Risk
Rating
Sundaram Large and Mid Cap Fund - Direct Plan is a Equity mutual fund categorized under Diversified, offered by Sundaram Asset Management Company Ltd.. Launched on 01 Jan 2013, investors can start ... Read more
NAV History
Fund Details
Min. SIP Amount
₹100
Inception Date
01 Jan 2013
Min. Lumpsum Amount
₹ 100
Fund Age
13 Yrs
AUM
₹ 7,131.29 Cr.
Benchmark
Nifty Large Midcap 250 Total Return
Expense Ratio
1.35%
Scheme Type
Open Ended
Exit Load
1%
Returns Calculator
Investment amount per month
₹1,000
Over the past
Would have become
On total investment of
*Calculation based on past performance of this fund.
Asset Allocation
AUM
₹ 7,131.29 Cr
Equity
96.73%
Money Market & Cash
3.28%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Non-Banking Financial Company (NBFC) | 9.93% |
| Finance - Banks - Private Sector | 8.00% |
| IT Consulting & Software | 7.39% |
| E-Commerce/E-Retail | 7.01% |
| Engines | 5.31% |
| Beverages & Distilleries | 5.19% |
| Financial Technologies (Fintech) | 4.76% |
| Lenses/Optical Care | 4.67% |
| Aerospace & Defense | 3.84% |
| Realty | 3.60% |
| Gems, Jewellery & Precious Metals | 3.41% |
| Engineering - Heavy | 3.27% |
| Treps/Reverse Repo | 3.06% |
| Airlines | 2.91% |
| Construction, Contracting & Engineering | 2.89% |
| Auto - 2 & 3 Wheelers | 2.71% |
| Entertainment & Media | 2.47% |
| Telecom Services | 2.22% |
| Cement | 2.19% |
| Auto - Cars & Jeeps | 2.19% |
| Finance - Banks - Public Sector | 2.07% |
| Logistics - Warehousing/Supply Chain/Others | 1.98% |
| Cables - Power/Others | 1.90% |
| Engineering - General | 1.83% |
| Finance - Mutual Funds | 1.37% |
| Auto Ancl - Electrical | 1.26% |
| Hospitals & Medical Services | 1.19% |
| Auto Ancl - Others | 1.17% |
| Cash | 0.22% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| Radico Khaitan Ltd | 5.19% | ₹ 369.86 | Beverages & Distilleries |
| Lenskart Solutions Limited | 4.67% | ₹ 333.28 | Lenses/Optical Care |
| Eternal Ltd (Previously Zomato Ltd) | 4.11% | ₹ 292.81 | E-Commerce/E-Retail |
| MTAR Technologies Ltd | 3.84% | ₹ 274.01 | Aerospace & Defense |
| Shriram Finance Ltd | 3.73% | ₹ 265.93 | Non-Banking Financial Company (NBFC) |
| One 97 Communications Ltd | 3.73% | ₹ 266.27 | Financial Technologies (Fintech) |
| Kalyan Jewellers India Ltd | 3.41% | ₹ 243.48 | Gems, Jewellery & Precious Metals |
| Five-Star Business Finance Ltd | 3.28% | ₹ 233.65 | Non-Banking Financial Company (NBFC) |
| TD Power Systems Ltd | 3.27% | ₹ 233.43 | Engineering - Heavy |
| Ujjivan Small Finance Bank Ltd | 3.20% | ₹ 228.01 | Finance - Banks - Private Sector |
| Oracle Financial Services Software Ltd | 3.15% | ₹ 224.73 | IT Consulting & Software |
| TREPS | 3.06% | ₹ 218.14 | Others |
| Cholamandalam Investment and Finance Company Ltd | 2.92% | ₹ 208.20 | Non-Banking Financial Company (NBFC) |
| Interglobe Aviation Ltd | 2.91% | ₹ 207.86 | Airlines |
| FSN E–Commerce Ventures Ltd(NYKAA) | 2.90% | ₹ 206.64 | E-Commerce/E-Retail |
| Larsen & Toubro Ltd | 2.89% | ₹ 206.35 | Construction, Contracting & Engineering |
| Kirloskar Oil Engines Ltd | 2.84% | ₹ 202.63 | Engines |
| TVS Motor Company Ltd | 2.71% | ₹ 192.91 | Auto - 2 & 3 Wheelers |
| Affle (IndiLtd | 2.47% | ₹ 176.36 | Entertainment & Media |
| Cummins India Ltd | 2.47% | ₹ 176.20 | Engines |
| ICICI Bank Ltd | 2.41% | ₹ 171.82 | Finance - Banks - Private Sector |
| IDFC First Bank Ltd | 2.39% | ₹ 170.37 | Finance - Banks - Private Sector |
| Rate Gain Travel Technologies Ltd | 2.29% | ₹ 163.57 | IT Consulting & Software |
| Bharti Airtel Ltd | 2.22% | ₹ 158.13 | Telecom Services |
| Ultratech Cement Ltd | 2.19% | ₹ 156.10 | Cement |
| Mahindra & Mahindra Ltd | 2.19% | ₹ 155.95 | Auto - Cars & Jeeps |
| State Bank of India | 2.07% | ₹ 147.80 | Finance - Banks - Public Sector |
| Delhivery Ltd | 1.98% | ₹ 140.95 | Logistics - Warehousing/Supply Chain/Others |
| Coforge Ltd | 1.95% | ₹ 138.97 | IT Consulting & Software |
| Polycab India Ltd | 1.90% | ₹ 135.24 | Cables - Power/Others |
| Thermax Ltd | 1.83% | ₹ 130.34 | Engineering - General |
| Prestige Estates Projects Ltd | 1.81% | ₹ 128.93 | Realty |
| The Phoenix Mills Ltd | 1.79% | ₹ 127.66 | Realty |
| ICICI Prudential Asset Management Company Ltd | 1.37% | ₹ 97.48 | Finance - Mutual Funds |
| Dhoot Transmission Ltd | 1.26% | ₹ 89.56 | Auto Ancl - Electrical |
| Fortis Health Care Ltd | 1.19% | ₹ 84.70 | Hospitals & Medical Services |
| S.J.S. Enterprises Ltd | 1.17% | ₹ 83.63 | Auto Ancl - Others |
| PB Fintech Ltd | 1.03% | ₹ 73.56 | Financial Technologies (Fintech) |
| Cash & Other Net Current Assets | 0.22% | ₹ 15.79 | Others |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | 0.26% | -2.91% | 0.78% | 11.90% |
| Category returns | 0.22% | -3.52% | -0.40% | 30.11% |
Fund Objective
To seek capital appreciation by investing in equity & equity related instruments.
AMC Details
Name
Sundaram Asset Management Company Ltd.
Date of Incorporation
24 Aug 1996
CEO
Mr. Anand Radhakrishnan
CIO
Type
Pvt.Sector-Indian
Address
Sundaram Towers,
2nd Floor, 46 Whites Road,
Royapettah, Chennai (Madras), Tamil Nadu, India - 600014
Website
http://www.sundarammutual.com
Email
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Top Funds from Sundaram Asset Management Company Ltd.
FAQs
What is the current NAV of Sundaram Large and Mid Cap Fund - Direct Plan Growth?
The current Net Asset Value (NAV) of Sundaram Large and Mid Cap Fund - Direct Plan Growth is ₹96.25 as of 22 Oct 2026. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.
What is the fund size (AUM) of Sundaram Large and Mid Cap Fund - Direct Plan Growth?
The Assets Under Management (AUM) of Sundaram Large and Mid Cap Fund - Direct Plan Growth is ₹7,131.29 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.
What are the historical returns of Sundaram Large and Mid Cap Fund - Direct Plan Growth?
Sundaram Large and Mid Cap Fund - Direct Plan Growth has delivered returns of -2.91% (1 Year), 11.90% (3 Year), 9.88% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.
What is the risk level of Sundaram Large and Mid Cap Fund - Direct Plan Growth?
Sundaram Large and Mid Cap Fund - Direct Plan Growth has a risk rating of 'Very High' as per the SEBI Riskometer. This indicates the fund is suitable for very aggressive investors comfortable with significant market volatility. Investors should align their investment choices with their personal risk tolerance and financial goals.
What is the minimum investment amount for Sundaram Large and Mid Cap Fund - Direct Plan Growth?
The minimum lumpsum investment required for Sundaram Large and Mid Cap Fund - Direct Plan Growth is ₹100. The fund also offers SIP (Systematic Investment Plan) option starting from as low as ₹100, making it accessible for regular investments. This allows investors to start their mutual fund journey with a manageable amount.
Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article
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