Sundaram Large and Mid Cap Fund - Growth - Regular Plan

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  • 0.18 %Nav, as on 12-09-2025

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  • Net Change on 12-09-2025

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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 2.39 2.22 -2.30 14.35 20.40 12.26
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 -2.30 14.35 20.40 1.81 6,650.71
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option Jul 09, 2010 Unrated -1.86 15.48 21.14 1.53 40,019.98
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth Feb 28, 1993 1.28 16.51 23.99 1.58 33,248.12
Kotak Large & Midcap Fund - Growth Sep 09, 2004 -1.54 17.60 22.50 1.58 27,654.67
Canara Robeco Large and Mid Cap Fund - Regular Plan - GROWTH Mar 11, 2005 0.58 15.93 21.34 1.60 25,511.33
ICICI Prudential Large & Mid Cap Fund - Growth Jul 09, 1998 1.23 20.62 27.18 1.65 23,697.82

Fund Holdings as on 31-August-2025

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • ICICI Bank Ltd

  • State Bank of India

  • Bharti Airtel Ltd

  • UNO Minda Ltd

  • Amber Enterprises India Ltd

  • Kotak Mahindra Bank Ltd

  • Infosys Ltd

  • Axis Bank Ltd

  • Larsen & Toubro Ltd

  • Cummins India Ltd

  • Marico Ltd

  • Alkem Laboratories Ltd

  • Jubilant Foodworks Ltd

  • Fortis Health Care Ltd

  • Ultratech Cement Ltd

  • JK Cement Ltd

  • Prestige Estates Projects Ltd

  • Dr Lal Path Labs Ltd

  • Bharti Hexacom Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • Jindal Steel & Power Ltd

  • Bajaj Finance Ltd

  • Mahindra & Mahindra Ltd

  • Bank of Baroda

  • United Breweries Ltd

  • Mankind Pharma Ltd

  • Grasim Industries Ltd

  • Polycab India Ltd

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • Hindustan Aeronautics Ltd

  • Hindustan Petroleum Corporation Ltd

  • Lupin Ltd

  • The Federal Bank Ltd

  • Multi Commodity Exchange of India Ltd

  • Max Financial Services Ltd

  • PI Industries Ltd

  • Affle (India) Ltd

  • Persistent Systems Ltd

  • Zomato Ltd

  • Max Healthcare Institute Ltd

  • The Indian Hotels Company Ltd

  • Sundaram Low Duration Fund - Direct Growth

  • Bharat Petroleum Corporation Ltd

  • The Phoenix Mills Ltd

  • NTPC LTD

  • Coromandel International Ltd

  • Schaeffler India Ltd

  • Sun Pharmaceutical Industries Ltd

  • Emami Ltd

  • Varun Beverages Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Apollo Tyres Ltd

  • TATA Power Company Ltd

  • Delhivery Ltd

  • TREPS

  • Cash and Other Net Current Assets

  • Motilal Oswal Financial Services Ltd

  • Kirloskar Oil Engines Ltd

  • Torrent Power Ltd

  • JSW Infrastructure Ltd

  • Devyani international limited

  • ZF Commercial Vehicle Control Systems I Ltd

  • SKF India Ltd

  • Indus Towers Ltd (Prev Bharti Infratel Ltd)

  • Coforge Ltd

  • Kalyan Jewellers India Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • Ola Electric Mobility Ltd

  • Gland Pharma Ltd

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  • Bank - Private

  • Refineries

  • Pharmaceuticals & Drugs

  • Telecommunication - Service Provider

  • Hospital & Healthcare Services

  • Bank - Public

  • Finance - NBFC

  • IT - Software

  • Consumer Food

  • Cement & Construction Materials

  • Auto Ancillary

  • Power Generation/Distribution

  • Construction - Real Estate

  • e-Commerce

  • Air Conditioners

  • Finance - Stock Broking

  • Engineering - Construction

  • Diesel Engines

  • Edible Oil

  • Miscellaneous

  • Bearings

  • Household & Personal Products

  • Steel/Sponge Iron/Pig Iron

  • Automobiles - Passenger Cars

  • Breweries & Distilleries

  • Diversified

  • Cable

  • Defence

  • Finance - Others

  • Pesticides & Agrochemicals

  • BPO/ITeS

  • Hotel, Resort & Restaurants

  • Fertilizers

  • Tyres & Allied

  • Logistics

  • Engineering - Industrial Equipments

  • Port

  • Diamond & Jewellery

  • Automobile Two & Three Wheelers

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  • Cash

  • Equity

  • MFU

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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 ₹6,650.71 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 ₹0.16(0.18%)yesterday to ₹85.4922.

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 and Ashish Aggarwal.

Fund House Contact

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

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