Sundaram Large and Mid Cap Fund - Regular Plan

Equity

Large & Mid Cap

Very High Risk

Rs 85.96

-0.53

NAV as on Sep 24, 2025

Benchmark

Nifty Large Midcap 250 Total Return

Expense Ratio

1.81%

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 - 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

12.27%

Launch Date

Feb 27, 2007

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 24, 2025

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	-1.09	0.76	2.38	8.44	17.07	15.87	21.62	14.50	12.27
Category Average (%)	-1.48	0.53	1.01	8.74	-3.02	15.15	19.20	NA	14.49
Rank within Category	18	80	52	81	80	89	79	31	105

* Returns over 1 year are CAGR

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	151.53	40,020	-1.55	1.49	1.76	10.38	-2.73	16.99	22.33	17.53	19.56	1.53
SBI Large & Midcap Fund	625.77	33,248	-1.32	0.61	2.77	8.54	-0.43	17.16	24.93	15.12	13.53	1.58
Kotak Large & Midcap Fund	343.38	27,655	-1.34	1.17	1.82	9.38	-3.10	18.93	23.38	15.57	18.29	1.58
HDFC Large and Mid Cap Fund	342.28	26,158	-1.40	0.93	1.15	9.31	-3.61	20.81	27.43	15.12	11.85	1.65
Canara Robeco Large and Mid Cap Fund	260.04	25,511	-2.19	0.17	1.23	8.37	-2.45	16.96	22.18	15.84	17.21	1.60
ICICI Prudential Large & Mid Cap Fund	1,018.05	23,698	-1.16	1.93	2.64	9.17	0.73	22.11	28.68	16.55	18.50	1.65
DSP Large & Mid Cap Fund	615.64	15,356	-1.43	0.60	-0.06	5.13	-4.37	20.06	24.02	15.56	17.63	1.68
Axis Large & Mid Cap Fund	33.00	14,711	-1.46	0.58	2.04	9.63	-2.65	17.85	22.75	NA	18.84	1.69
Motilal Oswal Large and Midcap Fund	34.74	12,628	-0.93	4.49	3.56	17.73	0.41	28.63	30.49	NA	23.37	1.69
Bandhan Large & Mid Cap Fund	135.57	10,231	-1.25	0.82	2.64	10.57	-2.67	24.33	26.70	16.35	13.82	1.72

View All

Sep 24, 2025

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹4,806 (-3.88%)

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 Regular)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Sundaram Mid Cap Fund	Equity - Mid Cap	1,391.25	12,501	-3.54	27.28
Sundaram Aggressive Hybrid Fund	Hybrid - Aggressive	161.61	6,680	-2.63	17.08
Sundaram Large and Mid Cap Fund	Equity - Large & Mid Cap	85.96	6,651	-3.88	21.62
Sundaram Flexicap Fund	Equity - Flexi Cap	14.90	2,069	-1.86	NA
Sundaram Balanced Advantage Fund	Hybrid - Dynamic Asset Allocation/Balanced Advantage	35.28	1,658	-0.82	10.61
Sundaram Value Fund	Equity - Value	221.36	1,461	-3.06	19.83
Sundaram ELSS Tax Saver Fund	Equity - ELSS	514.45	1,362	-1.86	21.92
Sundaram Multi-Factor Fund	Equity - Sectoral/Thematic	10.13	861	NA	NA
Sundaram Conservative Hybrid Fund	Hybrid - Conservative	29.48	21	1.55	8.58

View All

Sep 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	1,391.25	12,501	-1.89	-0.13	1.61	11.63	-3.54	22.78	27.28	15.17	23.74	1.75
Sundaram Liquid Fund	2,333.21	6,903	0.09	0.46	1.40	3.17	6.75	6.95	5.58	5.14	4.10	0.32
Sundaram Aggressive Hybrid Fund	161.61	6,680	-0.95	0.35	0.58	5.38	-2.63	12.63	17.08	12.64	11.44	2.24
Sundaram Large and Mid Cap Fund	85.96	6,651	-1.09	0.76	2.38	8.44	-3.88	15.87	21.62	14.50	12.27	1.81
Sundaram Services Fund	35.20	4,333	-1.14	0.24	0.20	12.12	0.98	18.35	25.78	NA	19.69	1.88
Sundaram Large Cap Fund	21.11	3,302	-1.38	-0.45	-0.47	4.69	-5.89	12.64	NA	NA	16.28	1.91