Sundaram Large and Mid Cap Fund - IDCW - Regular Plan

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  • (-0.27%)Nav, as on 24-12-2025

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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) 0.23 2.21 3.82 17.75 17.92 12.06
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 3.82 17.75 17.92 1.81 7,046.83
Mirae Asset Large & Midcap Fund - Regular Plan - IDCW Jul 09, 2010 Unrated 8.61 18.74 18.04 1.50 43,542.34
SBI Large & Midcap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Feb 28, 1993 9.84 18.91 20.16 1.56 37,044.60
Kotak Large & Midcap Fund - Payout of Income Distribution cum capital withdrawal option Sep 09, 2004 5.97 20.33 19.22 1.57 29,961.44
HDFC Large and Mid Cap Fund - IDCW Option Jan 19, 2009 6.58 21.71 22.55 1.63 28,892.10
ICICI Prudential Large & Mid Cap Fund - IDCW Jul 09, 1998 13.57 22.11 23.46 1.63 26,939.23

Fund Holdings as on 30-November-2025

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • State Bank of India

  • ICICI Bank Ltd

  • TREPS

  • Bharti Airtel Ltd

  • Infosys Ltd

  • Axis Bank Ltd

  • Kotak Mahindra Bank Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • Amber Enterprises India Ltd

  • Larsen & Toubro Ltd

  • Cummins India Ltd

  • Alkem Laboratories Ltd

  • UNO Minda Ltd

  • Jindal Steel & Power Ltd

  • Mahindra & Mahindra Ltd

  • Jubilant Foodworks Ltd

  • Bank of Baroda

  • Marico Ltd

  • Prestige Estates Projects Ltd

  • The Federal Bank Ltd

  • Hindustan Aeronautics Ltd

  • Fortis Health Care Ltd

  • Bajaj Finance Ltd

  • Ultratech Cement Ltd

  • Multi Commodity Exchange of India Ltd

  • Coromandel International Ltd

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • Bharti Hexacom Ltd

  • Hindustan Petroleum Corporation Ltd

  • JK Cement Ltd

  • Polycab India Ltd

  • Adani Ports and Special Economic Zone Ltd

  • Max Financial Services Ltd

  • Lupin Ltd

  • Dr Lal Path Labs Ltd

  • United Breweries Ltd

  • Mankind Pharma Ltd

  • The Phoenix Mills Ltd

  • Bharat Petroleum Corporation Ltd

  • PI Industries Ltd

  • Coforge Ltd

  • Motilal Oswal Financial Services Ltd

  • Sun Pharmaceutical Industries Ltd

  • Affle (India) Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Zomato Ltd

  • Max Healthcare Institute Ltd

  • Kirloskar Oil Engines Ltd

  • IDFC First Bank Ltd

  • Apollo Tyres Ltd

  • Persistent Systems Ltd

  • TATA Power Company Ltd

  • Schaeffler India Ltd

  • Emami Ltd

  • Torrent Power Ltd

  • Delhivery Ltd

  • ZF Commercial Vehicle Control Systems I Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • Gland Pharma Ltd

  • Kalyan Jewellers India Ltd

  • Devyani international limited

  • Cash and Other Net Current Assets

  • SKF India (Industrial) Ltd

  • JSW Infrastructure Ltd

  • SKF India Ltd

  • Berger Paints (I) Ltd

  • Escorts Kubota Ltd

  • LG Electronics India Ltd

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  • Bank - Private

  • Refineries

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Finance - NBFC

  • IT - Software

  • Telecommunication - Service Provider

  • Hospital & Healthcare Services

  • Miscellaneous

  • Cement & Construction Materials

  • Construction - Real Estate

  • Auto Ancillary

  • Finance - Stock Broking

  • e-Commerce

  • Consumer Food

  • Air Conditioners

  • Engineering - Construction

  • Diesel Engines

  • Steel/Sponge Iron/Pig Iron

  • Automobiles - Passenger Cars

  • Edible Oil

  • Power Generation/Distribution

  • Port

  • Defence

  • Bearings

  • Fertilizers

  • Household & Personal Products

  • Cable

  • Finance - Others

  • Breweries & Distilleries

  • Pesticides & Agrochemicals

  • BPO/ITeS

  • Engineering - Industrial Equipments

  • Tyres & Allied

  • Logistics

  • Diamond & Jewellery

  • Paints

  • Automobiles-Tractors

  • Consumer Durables - Domestic Appliances

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Fund Manager

Most Recent Dividend

  • 31/10/2025

  • 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

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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 ₹7,046.83 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 ₹-0.08(-0.27%)yesterday to ₹29.7278.

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 .

Fund House Contact

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

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