Sundaram Large and Mid Cap Fund - Growth - Regular Plan

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  • 0.8 %Nav, as on 15-10-2025

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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 0.88 1.19 -1.66 16.78 20.21 12.25
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 -1.66 16.78 20.21 1.80 6,740.02
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option Jul 09, 2010 Unrated 0.30 17.73 20.61 1.52 40,821.90
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth Feb 28, 1993 0.86 17.28 23.05 1.58 34,065.48
Kotak Large & Midcap Fund - Growth Sep 09, 2004 -0.40 19.91 21.81 1.57 28,380.64
HDFC Large and Mid Cap Fund - Regular Growth Plan Feb 18, 1994 -1.00 21.33 25.98 1.64 26,949.33
Canara Robeco Large and Mid Cap Fund - Regular Plan - GROWTH Mar 11, 2005 -2.36 16.92 20.21 1.60 25,483.99

Fund Holdings as on 30-September-2025

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • ICICI Bank Ltd

  • State Bank of India

  • Bharti Airtel Ltd

  • Amber Enterprises India Ltd

  • UNO Minda Ltd

  • Kotak Mahindra Bank Ltd

  • Infosys Ltd

  • Axis Bank Ltd

  • Larsen & Toubro Ltd

  • Alkem Laboratories Ltd

  • Fortis Health Care Ltd

  • Cummins India Ltd

  • Sundaram Liquid Fund - Direct Growth

  • Jindal Steel & Power Ltd

  • Jubilant Foodworks Ltd

  • Marico Ltd

  • Ultratech Cement Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • Bajaj Finance Ltd

  • Bank of Baroda

  • Prestige Estates Projects Ltd

  • JK Cement Ltd

  • Mahindra & Mahindra Ltd

  • Hindustan Petroleum Corporation Ltd

  • TREPS

  • Bharti Hexacom Ltd

  • Hindustan Aeronautics Ltd

  • Polycab India Ltd

  • Mankind Pharma Ltd

  • United Breweries Ltd

  • Multi Commodity Exchange of India Ltd

  • Dr Lal Path Labs Ltd

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • Grasim Industries Ltd

  • Lupin Ltd

  • The Federal Bank Ltd

  • Affle (India) Ltd

  • Max Financial Services Ltd

  • Zomato Ltd

  • PI Industries Ltd

  • Bharat Petroleum Corporation Ltd

  • Coromandel International Ltd

  • Adani Ports and Special Economic Zone Ltd

  • The Phoenix Mills Ltd

  • Persistent Systems Ltd

  • Schaeffler India Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Max Healthcare Institute Ltd

  • The Indian Hotels Company Ltd

  • Sun Pharmaceutical Industries Ltd

  • TATA Power Company Ltd

  • Emami Ltd

  • Apollo Tyres Ltd

  • Motilal Oswal Financial Services Ltd

  • Kirloskar Oil Engines Ltd

  • Delhivery Ltd

  • JSW Infrastructure Ltd

  • Torrent Power Ltd

  • Devyani international limited

  • Procter & Gamble Hygiene and Health Care Ltd

  • SKF India Ltd

  • ZF Commercial Vehicle Control Systems I Ltd

  • Indus Towers Ltd (Prev Bharti Infratel Ltd)

  • Gland Pharma Ltd

  • Coforge Ltd

  • Kalyan Jewellers India Ltd

  • Ola Electric Mobility Ltd

  • Margin Money For Derivatives

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  • Bank - Private

  • Refineries

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Telecommunication - Service Provider

  • Finance - NBFC

  • Hospital & Healthcare Services

  • IT - Software

  • Cement & Construction Materials

  • Auto Ancillary

  • Construction - Real Estate

  • e-Commerce

  • Consumer Food

  • Air Conditioners

  • Finance - Stock Broking

  • Engineering - Construction

  • Miscellaneous

  • Diesel Engines

  • Port

  • Edible Oil

  • Steel/Sponge Iron/Pig Iron

  • Bearings

  • Power Generation/Distribution

  • Household & Personal Products

  • Automobiles - Passenger Cars

  • Defence

  • Cable

  • Breweries & Distilleries

  • Diversified

  • BPO/ITeS

  • Finance - Others

  • Pesticides & Agrochemicals

  • Fertilizers

  • Hotel, Resort & Restaurants

  • Tyres & Allied

  • Engineering - Industrial Equipments

  • Logistics

  • 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 ₹6,740.02 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 ₹0.69(0.8%)yesterday to ₹86.9355.

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