Sundaram Large and Mid Cap Fund - IDCW - Regular Plan

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  • 0.64 %Nav, as on 21-05-2025

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  • Net Change on 21-05-2025

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Fund Overview IDCW | 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 Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) 2.88 7.45 5.96 18.39 25.12 12.03
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 Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) Feb 27, 2007 Unrated 5.96 18.39 25.12 1.80 6,549.51
Mirae Asset Large & Midcap Fund - Regular Plan - IDCW Jul 09, 2010 Unrated 5.60 17.51 26.14 1.54 37,798.82
SBI Large & Midcap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Feb 28, 1993 10.57 20.08 28.07 1.60 30,133.31
Kotak Equity Opportunities Fund - Payout of Income Distribution cum capital withdrawal option Sep 09, 2004 4.64 21.10 26.58 1.60 25,712.24
HDFC Large and Mid Cap Fund - IDCW Option Jan 19, 2009 7.54 23.11 31.13 1.66 24,326.39
CANARA ROBECO EMERGING EQUITIES - REGULAR PLAN - IDCW (Payout/Reinvestment) Mar 11, 2005 11.34 19.27 25.66 1.61 24,040.58

Fund Holdings as on 30-April-2025

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • State Bank of India

  • Bharti Airtel Ltd

  • Kotak Mahindra Bank Ltd

  • Sundaram Liquid Fund - Direct Growth

  • Infosys Ltd

  • Axis Bank Ltd

  • Alkem Laboratories Ltd

  • Amber Enterprises India Ltd

  • Jubilant Foodworks Ltd

  • Marico Ltd

  • TREPS

  • Larsen & Toubro Ltd

  • Sun Pharmaceutical Industries Ltd

  • UNO Minda Ltd

  • United Breweries Ltd

  • Lupin Ltd

  • Ultratech Cement Ltd

  • Bank of Baroda

  • Bajaj Finance Ltd

  • Tata Consultancy Services Ltd

  • Fortis Health Care Ltd

  • Hindustan Petroleum Corporation Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • Bharti Hexacom Ltd

  • The Indian Hotels Company Ltd

  • PI Industries Ltd

  • Dr Lal Path Labs Ltd

  • Multi Commodity Exchange of India Ltd

  • Persistent Systems Ltd

  • Info Edge (India) Ltd

  • Mankind Pharma Ltd

  • Prestige Estates Projects Ltd

  • Grasim Industries Ltd

  • JK Cement Ltd

  • Tube Investments of India Ltd

  • Bharat Petroleum Corporation Ltd

  • NTPC LTD

  • The Federal Bank Ltd

  • Max Healthcare Institute Ltd

  • Hindustan Aeronautics Ltd

  • Affle (India) Ltd

  • ITC Ltd

  • Max Financial Services Ltd

  • Varun Beverages Ltd

  • Polycab India Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Apollo Tyres Ltd

  • Torrent Power Ltd

  • The Phoenix Mills Ltd

  • Zomato Ltd

  • Schaeffler India Ltd

  • Metro Brands Ltd

  • Cummins India Ltd

  • ABB India Ltd

  • Tata Motors Ltd

  • JSW Infrastructure Ltd

  • Titan Company Ltd

  • ACC Ltd

  • Triveni Turbine Ltd

  • Bharat Heavy Electricals Ltd

  • Kalyan Jewellers India Ltd

  • Kirloskar Oil Engines Ltd

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • MphasiS Ltd

  • Indus Towers Ltd (Prev Bharti Infratel Ltd)

  • Delhivery Ltd

  • TATA Power Company Ltd

  • Emami Ltd

  • Cash and Other Net Current Assets

  • Ola Electric Mobility Ltd

  • Devyani international limited

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  • Bank - Private

  • Refineries

  • Pharmaceuticals & Drugs

  • IT - Software

  • Consumer Food

  • Telecommunication - Service Provider

  • Bank - Public

  • Finance - NBFC

  • Hospital & Healthcare Services

  • Cement & Construction Materials

  • Auto Ancillary

  • Power Generation/Distribution

  • Miscellaneous

  • BPO/ITeS

  • Construction - Real Estate

  • Engineering - Industrial Equipments

  • Air Conditioners

  • Engineering - Construction

  • Breweries & Distilleries

  • e-Commerce

  • Diamond & Jewellery

  • Hotel, Resort & Restaurants

  • Pesticides & Agrochemicals

  • Finance - Stock Broking

  • Diversified

  • Defence

  • Cigarettes/Tobacco

  • Finance - Others

  • Cable

  • Tyres & Allied

  • Bearings

  • Retailing

  • Diesel Engines

  • Electric Equipment

  • Automobiles-Trucks/Lcv

  • Port

  • Courier Services

  • Household & Personal Products

  • Automobile Two & Three Wheelers

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Most Recent Dividend

  • 28/10/2024

  • 30/10/2023

  • 14/11/2022

  • 30/06/2021

  • 22/01/2020

  • 18/10/2019

  • 19/07/2019

  • 29/05/2019

  • 18/01/2019

  • 12/10/2018

  • 18/07/2018

  • 16/03/2018

  • 10/01/2018

  • 13/10/2017

  • 21/07/2017

  • 12/04/2017

  • 12/01/2017

  • 10/10/2016

  • 05/05/2014

  • 24/12/2007

  • 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 ₹6,549.51 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 ₹0.19(0.64%)yesterday to ₹29.8658.

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