Sundaram Large and Mid Cap Fund

Regular
Direct

3 Year Absolute Returns

36.98% ↑

NAV (₹) on 21 Oct 2026

85.23

1 Day NAV Change

-1.87%

Risk Level

Very High Risk

Rating

★ ★ ★ ☆ ☆

Sundaram Large and Mid Cap Fund is a Equity mutual fund categorized under Diversified, offered by Sundaram Asset Management Company Ltd.. Launched on 27 Feb 2007, investors can start with a minimum ... Read more

NAV History

Fund Details

Min. SIP Amount
₹100
Inception Date
27 Feb 2007
Min. Lumpsum Amount
₹ 100
Fund Age
19 Yrs
AUM
₹ 7,131.29 Cr.
Benchmark
Nifty Large Midcap 250 Total Return
Expense Ratio
2.36%
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
Cummins India Ltd 2.47% ₹ 176.20 Engines
Affle (IndiLtd 2.47% ₹ 176.36 Entertainment & Media
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 1.13% -3.05% -0.71% 11.06%
Category returns 1.50% -2.78% -1.32% 31.58%

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

Top Funds from Equity - Large & Mid Cap

Scheme Name
NAV
Returns
1Y 3Y 5Y
AUM (Cr)
Expense Ratio
Risk Meter
Motilal Oswal Large and Midcap Fund - Direct Plan
Diversified Direct
0.28% 72.27% 121.60% ₹19,832 0.91%
Very High
Invesco India Large & Mid Cap Fund - Direct Plan
Diversified Direct
-1.55% 71.52% 100.33% ₹12,178 0.79%
Very High
Motilal Oswal Large and Midcap Fund
Diversified Regular
-0.69% 66.42% 107.87% ₹19,832 1.81%
Very High
Invesco India Large & Mid Cap Fund
Diversified Regular
-2.65% 65.74% 88.77% ₹12,178 1.87%
Very High
Bandhan Large & Mid Cap Fund - Direct Plan
Diversified Direct
-2.39% 56.27% 99.08% ₹20,650 1.17%
Very High
HSBC Large & Mid Cap Fund - Direct Plan
Largecap Direct
1.53% 53.67% 80.86% ₹5,784 1.39%
Very High
Quant Large & Mid Cap Fund - Direct Plan
Diversified Direct
-4.14% 51.28% 99.94% ₹3,384 1.23%
Very High
Quant Large & Mid Cap Fund
Diversified Regular
-4.14% 51.28% 99.94% ₹3,384 2.45%
Very High
Bandhan Large & Mid Cap Fund
Diversified Regular
-3.50% 50.93% 87.77% ₹20,650 2.30%
Very High
HSBC Large & Mid Cap Fund
Largecap Regular
0.42% 48.88% 70.32% ₹5,784 2.48%
Very High

Top Funds from Sundaram Asset Management Company Ltd.

Scheme Name
NAV
Returns
1Y 3Y 5Y
AUM (Cr)
Expense Ratio
Risk Meter
Sundaram Global Brand Theme - Equity Active FOF - Direct...
International/ Global Direct
15.24% 72.29% 76.32% ₹169 1.37%
Very High
Sundaram Global Brand Theme - Equity Active FOF
International/ Global Regular
14.15% 67.52% 67.61% ₹169 2.29%
Very High
Sundaram Global Brand Theme - Equity Active FOF - Direct...
International/ Global Direct
8.74% 62.59% 66.35% ₹169 1.37%
Very High
Sundaram Global Brand Theme - Equity Active FOF - Direct...
International/ Global Direct
8.74% 62.59% 66.35% ₹169 1.37%
Very High
Sundaram Global Brand Theme - Equity Active FOF
International/ Global Regular
7.69% 58.03% 58.11% ₹169 2.29%
Very High
Sundaram Global Brand Theme - Equity Active FOF
International/ Global Regular
7.69% 58.03% 58.11% ₹169 2.29%
Very High
Sundaram Mid Cap Fund - Direct Plan
MidsmallCap Direct
-3.00% 54.90% 99.60% ₹13,854 1.05%
Very High
Sundaram Mid Cap Fund
MidsmallCap Regular
-3.80% 51.08% 91.29% ₹13,854 1.86%
Very High
Sundaram Small Cap Fund - Direct Plan
MidsmallCap Direct
6.30% 46.90% 95.71% ₹4,107 0.98%
Very High
Sundaram Infrastructure Advantage Fund - Direct Plan
Sector Direct
-2.95% 45.59% 87.18% ₹922 1.81%
Very High

FAQs

What is the current NAV of Sundaram Large and Mid Cap Fund Regular Growth?

The current Net Asset Value (NAV) of Sundaram Large and Mid Cap Fund Regular Growth is ₹85.23 as of 21 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 Regular Growth?

The Assets Under Management (AUM) of Sundaram Large and Mid Cap Fund Regular 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 Regular Growth?

Sundaram Large and Mid Cap Fund Regular Growth has delivered returns of -3.05% (1 Year), 11.06% (3 Year), 8.76% (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 Regular Growth?

Sundaram Large and Mid Cap Fund Regular 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 Regular Growth?

The minimum lumpsum investment required for Sundaram Large and Mid Cap Fund Regular 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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