Sundaram Large and Mid Cap Fund - Direct Plan - Growth

Equity

Large & Mid Cap

Very High Risk

Rs 97.50

-0.5

NAV as on Sep 22, 2025

Benchmark

Nifty Large Midcap 250 Total Return

Expense Ratio

0.77%

Fund Category

Equity - Large & Mid Cap

Fund Size

Rs 6,651 Crores

Exit Load

1.00%

Min. Investment

Rs 100

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Asset Allocation

Sector Allocation

Sundaram Large and Mid Cap Fund - Direct Plan - Growth Fund Details

Investment Objective - To seek capital appreciation by investing in equity & equity related instruments.

Fund House

Sundaram Mutual Fund

Return Since Launch

19.62%

Launch Date

Jan 1, 2013

Type

Open Ended

Riskometer

Very High

Ratio Analysis

Standard Deviation

13.60 vs NA

Fund Vs Category Avg

Beta

1.00 vs NA

Fund Vs Category Avg

Sharpe Ratio

0.60 vs NA

Fund Vs Category Avg

Portfolio Turnover Ratio

42.50 vs NA

Fund Vs Category Avg

Top Holdings

Name	Assets (%)	Sector	Instrument
HDFC Bank Ltd.	5.44	Banks	Equity
Reliance Industries Ltd.	4.10	Petroleum	Equity
ICICI Bank Ltd.	3.78	Banks	Equity
State Bank of India	2.87	Banks	Equity
Bharti Airtel Ltd.	2.56	Telecommunications	Equity
UNO Minda Ltd.	2.21	Auto Ancillaries	Equity
Amber Enterprises India Ltd.	2.19	Consumer Durables	Equity
Kotak Mahindra Bank Ltd.	2.06	Banks	Equity
Infosys Ltd.	1.99	Information Technology	Equity
Axis Bank Ltd.	1.96	Banks	Equity

View All

Sep 22, 2025

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	0.22	1.52	3.78	11.06	18.71	16.63	22.50	15.81	19.62
Category Average (%)	0.01	1.41	2.38	10.83	-1.53	14.80	18.83	NA	14.99
Rank within Category	16	69	44	63	56	64	54	21	43

* Returns over 1 year are CAGR

Peer Comparision

Scheme Name(Growth Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Mirae Asset Large & Midcap Fund	172.13	40,020	-0.14	2.36	3.35	12.98	0.01	17.61	22.95	18.81	25.05	0.60
SBI Large & Midcap Fund	684.00	33,248	-0.15	1.29	4.24	11.29	1.74	17.93	25.42	16.16	39.37	0.75
Kotak Large & Midcap Fund	398.02	27,655	0.38	2.05	3.48	12.13	0.07	19.83	24.43	17.10	33.56	0.53
HDFC Large and Mid Cap Fund	363.18	26,158	0.09	1.77	2.72	11.94	-1.30	21.26	27.74	15.75	32.61	0.85
Canara Robeco Large and Mid Cap Fund	302.11	25,511	-0.15	1.54	3.33	11.19	0.63	17.95	23.22	17.51	30.70	0.56
ICICI Prudential Large & Mid Cap Fund	1,143.16	23,698	-0.43	2.36	3.48	11.18	2.28	22.51	28.92	17.70	45.11	0.77
DSP Large & Mid Cap Fund	693.26	15,356	-0.11	1.31	1.22	7.76	-1.72	20.69	24.50	16.90	39.52	0.63
Axis Large & Mid Cap Fund	36.70	14,711	NA	1.41	3.85	12.20	0.11	18.87	24.12	NA	20.70	0.61
Motilal Oswal Large and Midcap Fund	38.34	12,628	1.03	5.61	5.97	21.33	4.40	29.85	31.90	NA	25.47	0.65
Bandhan Large & Mid Cap Fund	159.63	10,231	0.17	1.73	4.55	13.02	-0.22	25.29	27.62	18.09	24.31	0.57

View All

Sep 22, 2025

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹4,919 (-1.62%)

Fund Manager

S Bharath

Ashish Aggarwal

Mr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.

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Here is the list of funds managed by S Bharath

Scheme Name(Growth Direct)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Sundaram Mid Cap Fund	Equity - Mid Cap	1,537.48	12,501	-0.49	28.15
Sundaram Aggressive Hybrid Fund	Hybrid - Aggressive	186.42	6,680	-0.19	18.06
Sundaram Large and Mid Cap Fund	Equity - Large & Mid Cap	97.50	6,651	-1.62	22.50
Sundaram Flexicap Fund	Equity - Flexi Cap	15.72	2,069	0.59	NA
Sundaram Balanced Advantage Fund	Hybrid - Dynamic Asset Allocation/Balanced Advantage	41.65	1,658	1.59	12.24
Sundaram Value Fund	Equity - Value	236.04	1,461	-1.36	20.00
Sundaram ELSS Tax Saver Fund	Equity - ELSS	553.67	1,362	-0.13	21.96
Sundaram Multi-Factor Fund	Equity - Sectoral/Thematic	10.22	861	NA	NA
Sundaram Conservative Hybrid Fund	Hybrid - Conservative	32.59	21	2.82	9.45

View All

Sep 22, 2025

Top Performing Related Funds

Scheme Name(Growth Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Sundaram Mid Cap Fund	1,537.48	12,501	-0.37	1.00	4.06	14.67	-0.49	23.29	28.15	16.21	48.53	0.93
Sundaram Liquid Fund	2,360.90	6,903	0.10	0.48	1.45	3.30	6.99	7.12	5.71	5.25	6.98	0.13
Sundaram Aggressive Hybrid Fund	186.42	6,680	-0.05	0.88	1.47	7.48	-0.19	13.56	18.06	14.05	25.84	0.69
Sundaram Large and Mid Cap Fund	97.50	6,651	0.22	1.52	3.78	11.06	-1.62	16.63	22.50	15.81	19.62	0.77
Sundaram Services Fund	38.53	4,333	0.38	1.26	2.11	15.24	3.53	19.25	26.96	NA	21.26	0.74
Sundaram Large Cap Fund	22.86	3,302	0.10	0.33	0.52	7.43	-3.73	13.70	NA	NA	18.19	0.64