Sundaram Large and Mid Cap Fund - Regular Plan

Equity

Large & Mid Cap

Very High Risk

Rs 88.08

-0.27

NAV as on Dec 24, 2025

Benchmark

Nifty Large Midcap 250 Total Return

Expense Ratio

1.81%

Fund Category

Equity - Large & Mid Cap

Fund Size

Rs 7,047 Crores

Exit Load

1.00%

Min. Investment

Rs 100

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Asset Allocation

Sector Allocation

Sundaram Large and Mid Cap Fund - Regular Plan Fund Details

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

Fund House

Sundaram Mutual Fund

Return Since Launch

12.25%

Launch Date

Feb 27, 2007

Type

Open Ended

Riskometer

Very High

Ratio Analysis

Standard Deviation

13.50 vs 12.61

Fund Vs Category Avg

Beta

1.00 vs 0.89

Fund Vs Category Avg

Sharpe Ratio

0.80 vs 0.85

Fund Vs Category Avg

Portfolio Turnover Ratio

43.80 vs 50.11

Fund Vs Category Avg

Top Holdings

Name	Assets (%)	Sector	Instrument
HDFC Bank Ltd.	5.76	Banks	Equity
Reliance Industries Ltd.	4.47	Petroleum	Equity
State Bank of India	3.30	Banks	Equity
ICICI Bank Ltd.	2.89	Banks	Equity
Bharti Airtel Ltd.	2.68	Telecommunications	Equity
Infosys Ltd.	2.66	Information Technology	Equity
Axis Bank Ltd.	2.45	Banks	Equity
Kotak Mahindra Bank Ltd.	2.11	Banks	Equity
Mahindra & Mahindra Financial Services Ltd.	2.10	Finance	Equity
Amber Enterprises India Ltd.	2.04	Consumer Durables	Equity

View All

Dec 24, 2025

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	1.55	0.41	2.47	4.91	12.74	17.68	17.70	14.60	12.25
Category Average (%)	1.51	0.49	1.99	3.02	4.56	16.10	15.40	NA	14.42
Rank within Category	68	107	74	48	84	76	69	31	104

* Returns over 1 year are CAGR

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Peer Comparision

Scheme Name(Growth Regular)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Mirae Asset Large & Midcap Fund	157.29	43,542	1.30	0.80	3.80	5.63	8.25	18.67	17.80	17.44	19.51	1.50
SBI Large & Midcap Fund	647.00	37,045	1.01	0.66	3.39	6.26	9.68	18.80	19.98	15.12	13.54	1.56
Kotak Large & Midcap Fund	352.42	29,961	1.55	0.61	2.63	4.50	5.76	20.26	19.09	15.95	18.20	1.57
HDFC Large and Mid Cap Fund	348.65	28,892	1.48	0.26	1.86	3.04	6.15	21.63	22.27	15.32	11.82	1.63
ICICI Prudential Large & Mid Cap Fund	1,045.43	26,939	1.32	-0.04	2.69	5.40	13.00	22.02	23.27	16.17	18.44	1.63
Canara Robeco Large and Mid Cap Fund	254.37	26,170	1.58	-0.68	-2.18	-0.97	0.32	16.98	16.44	15.00	16.86	1.60
DSP Large & Mid Cap Fund	641.84	17,215	1.34	1.61	4.26	4.19	7.20	21.68	19.53	15.83	17.63	1.67
Axis Large & Mid Cap Fund	33.41	15,605	1.52	0.48	1.24	3.31	4.18	20.72	18.07	NA	18.33	1.68
Motilal Oswal Large and Midcap Fund	33.65	15,146	3.69	-0.41	-3.15	0.30	-3.55	26.38	23.30	NA	21.70	1.69
Bandhan Large & Mid Cap Fund	139.78	12,784	1.30	0.45	3.11	5.83	7.61	24.79	22.33	16.26	13.81	1.70

View All

Dec 24, 2025

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹5,170 (+3.40%)

Fund Manager

S Bharath

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 Regular)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Sundaram Mid Cap Fund	Equity - Mid Cap	1,436.54	13,345	4.67	23.21
Sundaram Aggressive Hybrid Fund	Hybrid - Aggressive	165.64	7,655	5.29	13.42
Sundaram Large and Mid Cap Fund	Equity - Large & Mid Cap	88.08	7,047	3.40	17.70
Sundaram Flexicap Fund	Equity - Flexi Cap	15.27	2,149	6.95	NA
Sundaram Balanced Advantage Fund	Hybrid - Dynamic Asset Allocation/Balanced Advantage	36.07	1,754	5.47	9.80
Sundaram Value Fund	Equity - Value	227.15	1,484	6.67	15.53
Sundaram ELSS Tax Saver Fund	Equity - ELSS	527.58	1,411	7.63	16.75
Sundaram Multi-Factor Fund	Equity - Sectoral/Thematic	10.53	996	NA	NA
Sundaram Conservative Hybrid Fund	Hybrid - Conservative	30.00	20	4.41	7.78

View All

Dec 24, 2025

Top Performing Related Funds

Scheme Name(Growth Regular)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Sundaram Mid Cap Fund	1,436.54	13,345	1.97	0.80	3.26	4.92	4.67	25.64	23.21	15.25	23.63	1.72
Sundaram Aggressive Hybrid Fund	165.64	7,655	0.94	0.19	2.50	3.09	5.29	13.28	13.42	12.57	11.43	2.24
Sundaram Large and Mid Cap Fund	88.08	7,047	1.55	0.41	2.47	4.91	3.40	17.68	17.70	14.60	12.25	1.81
Sundaram Liquid Fund	2,366.40	6,772	0.10	0.45	1.42	2.83	6.45	6.90	5.72	5.10	4.12	0.32
Sundaram Services Fund	36.19	4,769	1.72	0.37	2.80	3.01	10.59	19.35	20.60	NA	19.40	1.86
Sundaram Small Cap Fund	259.09	3,450	1.78	-0.76	-0.99	1.70	0.28	21.63	22.92	13.48	16.88	1.93