Sundaram Large and Mid Cap Fund - Regular Plan

Equity

Large & Mid Cap

Very High Risk

Rs 29.81

-0.08

NAV as on Dec 23, 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

5.97%

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 23, 2025

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	1.76	0.23	-4.66	-1.26	4.90	9.39	9.62	5.81	5.97
Category Average (%)	1.84	0.33	1.56	3.78	4.85	16.17	15.59	NA	14.52
Rank within Category	95	114	162	162	160	132	126	95	147

* Returns over 1 year are CAGR

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Peer Comparision

Scheme Name(IDCW Regular)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Mirae Asset Large & Midcap Fund	52.28	43,542	1.66	0.73	3.28	6.64	0.36	9.12	8.46	7.95	11.29	1.50
SBI Large & Midcap Fund	293.26	37,045	1.47	0.85	3.16	7.37	9.84	18.93	20.17	12.97	10.84	1.56
Kotak Large & Midcap Fund	61.62	29,961	1.66	0.49	2.11	5.26	5.97	20.35	18.75	10.71	8.91	1.57
HDFC Large and Mid Cap Fund	38.48	28,892	1.85	0.24	1.51	3.91	-1.18	14.22	15.68	5.96	8.28	1.63
ICICI Prudential Large & Mid Cap Fund	30.74	26,939	1.55	-0.19	-5.99	-2.91	4.13	11.81	12.99	6.16	4.17	1.63
Canara Robeco Large and Mid Cap Fund	82.79	26,170	1.72	-5.85	-7.59	-5.44	-4.14	11.32	11.02	8.88	10.72	1.60
DSP Large & Mid Cap Fund	40.90	17,215	1.63	1.55	3.79	5.10	-1.42	11.97	9.16	4.64	5.65	1.67
Axis Large & Mid Cap Fund	21.09	15,605	1.93	0.57	1.10	4.25	-3.03	10.27	7.80	NA	10.98	1.68
Motilal Oswal Large and Midcap Fund	25.64	15,146	3.07	-1.90	-4.14	0.37	-10.14	18.18	17.02	NA	16.47	1.69
Bandhan Large & Mid Cap Fund	30.60	12,784	1.93	0.33	2.66	6.67	0.62	16.80	15.37	8.53	5.64	1.70

View All

Dec 23, 2025

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹4,842 (-3.17%)

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(IDCW Regular)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Sundaram Mid Cap Fund	Equity - Mid Cap	66.74	13,345	-2.03	14.82
Sundaram Large and Mid Cap Fund	Equity - Large & Mid Cap	29.81	7,047	-3.17	9.62
Sundaram Flexicap Fund	Equity - Flexi Cap	13.66	2,149	1.00	NA
Sundaram Value Fund	Equity - Value	17.53	1,484	5.50	8.73
Sundaram Multi-Factor Fund	Equity - Sectoral/Thematic	10.55	996	NA	NA

Dec 23, 2025

Top Performing Related Funds

Scheme Name(IDCW Regular)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Sundaram Mid Cap Fund	66.74	13,345	2.36	0.73	2.95	-0.73	-2.03	16.98	14.82	7.36	8.44	1.72
Sundaram Large and Mid Cap Fund	29.81	7,047	1.76	0.23	-4.66	-1.26	-3.17	9.39	9.62	5.81	5.97	1.81
Sundaram Services Fund	23.13	4,769	1.56	-6.59	-4.72	-3.39	3.11	11.00	12.41	NA	12.26	1.86
Sundaram Small Cap Fund	33.19	3,450	1.69	-0.89	-1.14	-4.53	-5.76	13.24	12.71	4.32	5.92	1.93
Sundaram Large Cap Fund	15.78	3,394	1.07	0.18	-4.34	-3.99	-9.06	5.10	6.92	NA	9.17	1.91
Sundaram Multi Asset Allocation Fund	13.42	3,015	1.55	2.35	5.81	10.06	20.10	NA	NA	NA	16.75	1.83