Sundaram Large and Mid Cap Fund - Growth - Regular Plan

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  • 0.75 %Nav, as on 12-12-2025

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stock.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Large and Midcap Fund Regular Plan - Growth -0.61 2.45 0.19 15.48 17.77 12.23
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY LargeMidcap 250 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Large and Midcap Fund Regular Plan - Growth Feb 27, 2007 Unrated 0.19 15.48 17.77 1.81 7,046.83
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option Jul 09, 2010 Unrated 4.16 16.60 17.99 1.50 43,542.34
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth Feb 28, 1993 5.70 16.47 20.03 1.56 37,044.60
Kotak Large & Midcap Fund - Growth Sep 09, 2004 1.69 18.17 19.20 1.57 29,961.44
ICICI Prudential Large & Mid Cap Fund - Growth Jul 09, 1998 9.16 20.34 23.29 1.63 26,939.23
Canara Robeco Large and Mid Cap Fund - Regular Plan - GROWTH Mar 11, 2005 -3.08 15.08 16.90 1.60 26,169.89

Fund Holdings as on 30-November-2025

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • State Bank of India

  • ICICI Bank Ltd

  • TREPS

  • Bharti Airtel Ltd

  • Infosys Ltd

  • Axis Bank Ltd

  • Kotak Mahindra Bank Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • Amber Enterprises India Ltd

  • Larsen & Toubro Ltd

  • Cummins India Ltd

  • Alkem Laboratories Ltd

  • UNO Minda Ltd

  • Jindal Steel & Power Ltd

  • Mahindra & Mahindra Ltd

  • Jubilant Foodworks Ltd

  • Bank of Baroda

  • Marico Ltd

  • Prestige Estates Projects Ltd

  • The Federal Bank Ltd

  • Hindustan Aeronautics Ltd

  • Fortis Health Care Ltd

  • Bajaj Finance Ltd

  • Ultratech Cement Ltd

  • Multi Commodity Exchange of India Ltd

  • Coromandel International Ltd

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • Bharti Hexacom Ltd

  • Hindustan Petroleum Corporation Ltd

  • JK Cement Ltd

  • Polycab India Ltd

  • Adani Ports and Special Economic Zone Ltd

  • Max Financial Services Ltd

  • Lupin Ltd

  • Dr Lal Path Labs Ltd

  • United Breweries Ltd

  • Mankind Pharma Ltd

  • The Phoenix Mills Ltd

  • Bharat Petroleum Corporation Ltd

  • PI Industries Ltd

  • Coforge Ltd

  • Motilal Oswal Financial Services Ltd

  • Sun Pharmaceutical Industries Ltd

  • Affle (India) Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Zomato Ltd

  • Max Healthcare Institute Ltd

  • Kirloskar Oil Engines Ltd

  • IDFC First Bank Ltd

  • Apollo Tyres Ltd

  • Persistent Systems Ltd

  • TATA Power Company Ltd

  • Schaeffler India Ltd

  • Emami Ltd

  • Torrent Power Ltd

  • Delhivery Ltd

  • ZF Commercial Vehicle Control Systems I Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • Gland Pharma Ltd

  • Kalyan Jewellers India Ltd

  • Devyani international limited

  • Cash and Other Net Current Assets

  • SKF India (Industrial) Ltd

  • JSW Infrastructure Ltd

  • SKF India Ltd

  • Berger Paints (I) Ltd

  • Escorts Kubota Ltd

  • LG Electronics India Ltd

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  • Bank - Private

  • Refineries

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Finance - NBFC

  • IT - Software

  • Telecommunication - Service Provider

  • Hospital & Healthcare Services

  • Miscellaneous

  • Cement & Construction Materials

  • Construction - Real Estate

  • Auto Ancillary

  • Finance - Stock Broking

  • e-Commerce

  • Consumer Food

  • Air Conditioners

  • Engineering - Construction

  • Diesel Engines

  • Steel/Sponge Iron/Pig Iron

  • Automobiles - Passenger Cars

  • Edible Oil

  • Power Generation/Distribution

  • Port

  • Defence

  • Bearings

  • Fertilizers

  • Household & Personal Products

  • Cable

  • Finance - Others

  • Breweries & Distilleries

  • Pesticides & Agrochemicals

  • BPO/ITeS

  • Engineering - Industrial Equipments

  • Tyres & Allied

  • Logistics

  • Diamond & Jewellery

  • Paints

  • Automobiles-Tractors

  • Consumer Durables - Domestic Appliances

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Fund Manager

  • Cash

  • Equity

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About Sundaram Large and Mid Cap Fund

Scheme Analysis

Sundaram Large and Mid Cap Fund is a Equity - Large & Mid Cap Fund fund and belongs to Sundaram Mutual Fund. It was launched on 27-Feb-2007 and currently has an AUM of ₹7,046.83 crore. Sundaram Large and Mid Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY LargeMidcap 250 - TRI as secondary index.

The NAV of Sundaram Large and Mid Cap Fund ended up ₹0.65(0.75%)yesterday to ₹87.5869.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd, and

The Sundaram Large and Mid Cap Fund is managed by S. Bharath .

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156