Sundaram Large and Mid Cap Fund - IDCW - Regular Plan

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  • (-0.21%)Nav, as on 30-04-2025

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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) 3.10 3.18 6.96 15.04 23.65 12.00
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 6.96 15.04 23.65 1.83 6,380.97
Mirae Asset Large & Midcap Fund - Regular Plan - IDCW Jul 09, 2010 Unrated 4.82 14.27 23.98 1.55 36,506.79
SBI Large & Midcap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Feb 28, 1993 8.97 16.55 26.20 1.60 29,416.39
Kotak Equity Opportunities Fund - Payout of Income Distribution cum capital withdrawal option Sep 09, 2004 4.80 17.81 24.75 1.61 24,912.67
HDFC Large and Mid Cap Fund - IDCW Option Jan 19, 2009 6.61 19.88 28.93 1.66 23,379.95
CANARA ROBECO EMERGING EQUITIES - REGULAR PLAN - IDCW (Payout/Reinvestment) Mar 11, 2005 11.30 16.03 24.15 1.62 23,163.33

Fund Holdings as on 31-March-2025

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • TREPS

  • State Bank of India

  • Infosys Ltd

  • Bharti Airtel Ltd

  • Sundaram Money Market Fund-Direct Plan - Growth

  • Kotak Mahindra Bank Ltd

  • Larsen & Toubro Ltd

  • Amber Enterprises India Ltd

  • Alkem Laboratories Ltd

  • Axis Bank Ltd

  • Jubilant Foodworks Ltd

  • UNO Minda Ltd

  • Lupin Ltd

  • Marico Ltd

  • Sun Pharmaceutical Industries Ltd

  • Ultratech Cement Ltd

  • United Breweries Ltd

  • Tata Consultancy Services Ltd

  • Bank of Baroda

  • The Indian Hotels Company Ltd

  • MphasiS Ltd

  • Fortis Health Care Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • Info Edge (India) Ltd

  • Bajaj Finance Ltd

  • Persistent Systems Ltd

  • Hindustan Petroleum Corporation Ltd

  • PI Industries Ltd

  • Bharti Hexacom Ltd

  • NTPC LTD

  • Max Healthcare Institute Ltd

  • Varun Beverages Ltd

  • The Federal Bank Ltd

  • JK Cement Ltd

  • Affle (India) Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Dr Lal Path Labs Ltd

  • Multi Commodity Exchange of India Ltd

  • ITC Ltd

  • Bharat Petroleum Corporation Ltd

  • Zomato Ltd

  • Polycab India Ltd

  • Tube Investments of India Ltd

  • Prestige Estates Projects Ltd

  • Cummins India Ltd

  • Grasim Industries Ltd

  • Hindustan Aeronautics Ltd

  • Max Financial Services Ltd

  • JSW Infrastructure Ltd

  • Schaeffler India Ltd

  • ABB India Ltd

  • GE Vernova T and D India Ltd

  • Tata Motors Ltd

  • Metro Brands Ltd

  • Apollo Tyres Ltd

  • Bharat Forge Ltd

  • The Phoenix Mills Ltd

  • Mankind Pharma Ltd

  • Triveni Turbine Ltd

  • Titan Company Ltd

  • Kirloskar Oil Engines Ltd

  • Bharat Heavy Electricals Ltd

  • ACC Ltd

  • Kalyan Jewellers India Ltd

  • Torrent Power Ltd

  • Delhivery Ltd

  • Coal India Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • TATA Power Company Ltd

  • Ola Electric Mobility Ltd

  • Emami Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • IT - Software

  • Refineries

  • Pharmaceuticals & Drugs

  • Consumer Food

  • Bank - Public

  • Finance - NBFC

  • Telecommunication - Service Provider

  • Hospital & Healthcare Services

  • Cement & Construction Materials

  • Miscellaneous

  • Auto Ancillary

  • BPO/ITeS

  • Engineering - Construction

  • Power Generation/Distribution

  • Engineering - Industrial Equipments

  • Air Conditioners

  • Construction - Real Estate

  • Electric Equipment

  • Breweries & Distilleries

  • Hotel, Resort & Restaurants

  • Diamond & Jewellery

  • Pesticides & Agrochemicals

  • Finance - Stock Broking

  • Cigarettes/Tobacco

  • e-Commerce

  • Cable

  • Diesel Engines

  • Diversified

  • Defence

  • Finance - Others

  • Port

  • Bearings

  • Automobiles-Trucks/Lcv

  • Retailing

  • Tyres & Allied

  • Forgings

  • Courier Services

  • Mining & Minerals

  • Insurance

  • Automobile Two & Three Wheelers

  • Household & Personal Products

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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 ₹6,380.97 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 ₹-0.06(-0.21%)yesterday to ₹29.2864.

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