Sundaram Large and Mid Cap Fund - Growth - Direct Plan

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  • 0.36 %Nav, as on 12-11-2025

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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 2.01 5.81 6.66 17.43 21.11 15.64
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 6.66 17.43 21.11 0.77 6,997.72
Mirae Asset Large & Midcap Fund - Direct Plan - Growth Jan 01, 2013 Unrated 10.49 18.27 20.73 0.57 42,980.74
Kotak Large & Midcap Fund - Growth - Direct Jan 01, 2013 7.44 20.09 22.55 0.53 29,515.91
Canara Robeco Large and Mid Cap Fund-Direct Plan-Growth Option Jan 01, 2013 6.13 17.33 20.24 0.56 26,268.78
ICICI Prudential Large & Mid Cap Fund - Direct Plan - Growth Jan 01, 2013 13.37 22.43 27.15 0.70 25,752.59
Axis Large & Mid Cap Fund - Direct Plan - Growth Oct 22, 2018 Unrated 7.71 20.28 21.75 0.60 15,453.36

Fund Holdings as on 31-October-2025

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • State Bank of India

  • ICICI Bank Ltd

  • Bharti Airtel Ltd

  • Amber Enterprises India Ltd

  • Axis Bank Ltd

  • Kotak Mahindra Bank Ltd

  • Infosys Ltd

  • Larsen & Toubro Ltd

  • Cummins India Ltd

  • UNO Minda Ltd

  • Alkem Laboratories Ltd

  • Jindal Steel & Power Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • Fortis Health Care Ltd

  • Marico Ltd

  • Prestige Estates Projects Ltd

  • Jubilant Foodworks Ltd

  • Hindustan Aeronautics Ltd

  • Bajaj Finance Ltd

  • Bank of Baroda

  • Mahindra & Mahindra Ltd

  • Ultratech Cement Ltd

  • Hindustan Petroleum Corporation Ltd

  • Bharti Hexacom Ltd

  • Multi Commodity Exchange of India Ltd

  • The Federal Bank Ltd

  • JK Cement Ltd

  • Polycab India Ltd

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • Grasim Industries Ltd

  • United Breweries Ltd

  • Mankind Pharma Ltd

  • Dr Lal Path Labs Ltd

  • Adani Ports and Special Economic Zone Ltd

  • Lupin Ltd

  • Affle (India) Ltd

  • Coromandel International Ltd

  • Max Financial Services Ltd

  • PI Industries Ltd

  • Bharat Petroleum Corporation Ltd

  • The Phoenix Mills Ltd

  • Zomato Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Motilal Oswal Financial Services Ltd

  • IDFC First Bank Ltd

  • Max Healthcare Institute Ltd

  • Sun Pharmaceutical Industries Ltd

  • The Indian Hotels Company Ltd

  • Schaeffler India Ltd

  • TATA Power Company Ltd

  • Apollo Tyres Ltd

  • Kirloskar Oil Engines Ltd

  • Persistent Systems Ltd

  • Emami Ltd

  • Delhivery Ltd

  • Cash and Other Net Current Assets

  • Torrent Power Ltd

  • Coforge Ltd

  • TREPS

  • ZF Commercial Vehicle Control Systems I Ltd

  • Devyani international limited

  • JSW Infrastructure Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • Gland Pharma Ltd

  • Kalyan Jewellers India Ltd

  • SKF India (Industrial) Ltd

  • LG Electronics India Ltd

  • SKF India Ltd

  • Berger Paints (I) Ltd

  • Escorts Kubota Ltd

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  • Bank - Private

  • Refineries

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Finance - NBFC

  • Telecommunication - Service Provider

  • Hospital & Healthcare Services

  • IT - Software

  • Cement & Construction Materials

  • Construction - Real Estate

  • Auto Ancillary

  • Finance - Stock Broking

  • e-Commerce

  • Consumer Food

  • Air Conditioners

  • Engineering - Construction

  • Diesel Engines

  • Port

  • Steel/Sponge Iron/Pig Iron

  • Edible Oil

  • Power Generation/Distribution

  • Defence

  • Automobiles - Passenger Cars

  • Miscellaneous

  • Household & Personal Products

  • Cable

  • Diversified

  • Breweries & Distilleries

  • Bearings

  • BPO/ITeS

  • Fertilizers

  • Finance - Others

  • Pesticides & Agrochemicals

  • Hotel, Resort & Restaurants

  • Tyres & Allied

  • Engineering - Industrial Equipments

  • Logistics

  • Diamond & Jewellery

  • Unspecified

  • Consumer Durables - Domestic Appliances

  • Paints

  • Automobiles-Tractors

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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 ₹6,997.72 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 ₹0.36(0.36%)yesterday to ₹99.4411.

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