Sundaram Large and Mid Cap Fund - Growth - Direct Plan

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  • (-1.3%)Nav, as on 26-08-2025

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Fund Overview Growth | Direct 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 Direct Plan - Growth 1.16 3.65 0.53 17.03 21.44 15.62
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 Direct Plan - Growth Jan 08, 2013 Unrated 0.53 17.03 21.44 0.77 6,789.22
Mirae Asset Large & Midcap Fund - Direct Plan - Growth Jan 01, 2013 Unrated -0.27 17.08 21.66 0.60 40,554.09
SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth Jan 01, 2013 4.22 18.89 24.13 0.75 33,348.17
Kotak Large & Midcap Fund - Growth - Direct Jan 01, 2013 0.81 20.36 23.28 0.53 28,084.13
HDFC Large and Mid Cap Fund - Direct Growth Plan Jan 01, 2013 0.46 21.65 25.89 0.82 26,406.25
Canara Robeco Large and Mid Cap Fund-Direct Plan-Growth Option Jan 01, 2013 3.11 18.30 22.12 0.56 25,550.61

Fund Holdings as on 31-July-2025

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • ICICI Bank Ltd

  • State Bank of India

  • Bharti Airtel Ltd

  • Amber Enterprises India Ltd

  • Axis Bank Ltd

  • Kotak Mahindra Bank Ltd

  • Larsen & Toubro Ltd

  • Infosys Ltd

  • Marico Ltd

  • UNO Minda Ltd

  • Alkem Laboratories Ltd

  • Cummins India Ltd

  • Ultratech Cement Ltd

  • JK Cement Ltd

  • Jubilant Foodworks Ltd

  • Prestige Estates Projects Ltd

  • Fortis Health Care Ltd

  • Bharti Hexacom Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • Dr Lal Path Labs Ltd

  • Bank of Baroda

  • United Breweries Ltd

  • Bajaj Finance Ltd

  • Hindustan Petroleum Corporation Ltd

  • Mahindra & Mahindra Ltd

  • PI Industries Ltd

  • Mankind Pharma Ltd

  • Hindustan Aeronautics Ltd

  • The Federal Bank Ltd

  • Multi Commodity Exchange of India Ltd

  • Grasim Industries Ltd

  • Lupin Ltd

  • Polycab India Ltd

  • Affle (India) Ltd

  • Jindal Steel & Power Ltd

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • Max Healthcare Institute Ltd

  • Max Financial Services Ltd

  • Persistent Systems Ltd

  • Margin Money For Derivatives

  • Zomato Ltd

  • Info Edge (India) Ltd

  • Bharat Petroleum Corporation Ltd

  • The Indian Hotels Company Ltd

  • Sun Pharmaceutical Industries Ltd

  • Schaeffler India Ltd

  • TREPS

  • NTPC LTD

  • The Phoenix Mills Ltd

  • Varun Beverages Ltd

  • ITC Ltd

  • TATA Power Company Ltd

  • Metro Brands Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Apollo Tyres Ltd

  • Motilal Oswal Financial Services Ltd

  • Emami Ltd

  • Torrent Power Ltd

  • Delhivery Ltd

  • JSW Infrastructure Ltd

  • Kirloskar Oil Engines Ltd

  • Kalyan Jewellers India Ltd

  • Indus Towers Ltd (Prev Bharti Infratel Ltd)

  • Coromandel International Ltd

  • ZF Commercial Vehicle Control Systems I Ltd

  • Devyani international limited

  • Coforge Ltd

  • SKF India 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

  • Cement & Construction Materials

  • Consumer Food

  • Power Generation/Distribution

  • Construction - Real Estate

  • Auto Ancillary

  • Air Conditioners

  • BPO/ITeS

  • e-Commerce

  • Finance - Stock Broking

  • Miscellaneous

  • Engineering - Construction

  • Edible Oil

  • Diesel Engines

  • Bearings

  • Breweries & Distilleries

  • Automobiles - Passenger Cars

  • Pesticides & Agrochemicals

  • Defence

  • Diversified

  • Cable

  • Steel/Sponge Iron/Pig Iron

  • Finance - Others

  • Hotel, Resort & Restaurants

  • Cigarettes/Tobacco

  • Retailing

  • Tyres & Allied

  • Household & Personal Products

  • Logistics

  • Courier Services

  • Port

  • Engineering - Industrial Equipments

  • Diamond & Jewellery

  • Fertilizers

  • Automobile Two & Three Wheelers

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  • 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 08-Jan-2013 and currently has an AUM of ₹6,789.22 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 down ₹-1.25(-1.3%)yesterday to ₹94.9238.

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