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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹6,868 Cr

Lock In Period

N/A

Expense Ratio

1.8

Benchmark

Nifty Large Midcap 250 Total Return

Exit Load

If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.

Summary

Latest details for Sundaram Large and Mid Cap Fund Growth include a ₹81.4596 NAV as of Mar 12,2026 and returns since inception of 53.96%. Minimum investments start at SIP ₹100. The Sundaram Large and Mid Cap Fund Growth AUM is ₹6,868 Cr, with a lock-in of N/A years, expense ratio of 1.8%, and benchmark Nifty Large Midcap 250 Total Return. Exit load is - If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.. In the growth review for 1M Month/Year, the fund recorded -7.47% returns, against a category average of -1.90% and a category best of 5.46%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-7.47-1.905.46
6M-3.711.5629.78
1Y10.555.9240.44
3Y15.4714.44134.87

Portfolio Analysis

  • Equity: 97.69%
  • Debt: 2.30%
  • Others
As on: 2026-01-31
View allocation % by

1. HDFC Bank Ltd5.52%
2. Axis Bank Ltd3.15%
3. ICICI Bank Ltd2.72%
4. Kotak Mahindra Bank Ltd2.03%
5. The Federal Bank Ltd1.71%
6. IDFC First Bank Ltd1.05%

1. Reliance Industries Ltd4.14%
2. Hindustan Petroleum Corporation Ltd1.33%
3. Bharat Petroleum Corporation Ltd0.95%

1. Alkem Laboratories Ltd2.02%
2. Lupin Ltd1.33%
3. Mankind Pharma Ltd1.26%
4. Gland Pharma Ltd1.00%
5. Sun Pharmaceutical Industries Ltd0.60%

1. State Bank of India3.68%
2. Bank of Baroda1.82%

1. Infosys Ltd3.08%
2. Coforge Ltd0.98%
3. Persistent Systems Ltd0.90%
4. Tech Mahindra Ltd0.23%

1. Mahindra & Mahindra Financial Services Ltd2.22%
2. Bajaj Finance Ltd1.38%
3. Cholamandalam Investment and Finance Company Ltd0.99%

1. Bharti Airtel Ltd2.63%
2. Bharti Hexacom Ltd1.33%

1. Fortis Health Care Ltd1.39%
2. Dr Lal Path Labs Ltd1.18%
3. Max Healthcare Institute Ltd0.71%

1. Ultratech Cement Ltd1.73%
2. JK Cement Ltd1.37%

1. Cummins India Ltd1.74%
2. Kirloskar Oil Engines Ltd1.09%

1. Prestige Estates Projects Ltd1.56%
2. The Phoenix Mills Ltd1.12%

1. Max Financial Services Ltd1.44%
2. Motilal Oswal Financial Services Ltd0.87%

1. FSN E�Commerce Ventures Ltd(NYKAA)1.26%
2. Zomato Ltd0.95%

1. Larsen & Toubro Ltd2.04%

1. Jindal Steel & Power Ltd2.02%

1. Jubilant Foodworks Ltd1.51%
2. Devyani international limited0.50%

1. Multi Commodity Exchange of India Ltd1.88%

1. Mahindra & Mahindra Ltd1.78%

1. Torrent Power Ltd0.88%
2. TATA Power Company Ltd0.87%

1. Amber Enterprises India Ltd1.74%

1. Hindustan Aeronautics Ltd1.71%

1. Marico Ltd1.63%

1. UNO Minda Ltd1.58%

1. Emami Ltd0.97%
2. Procter & Gamble Hygiene and Health Care Ltd0.58%

1. Coromandel International Ltd1.48%

1. Polycab India Ltd1.30%

1. Adani Ports and Special Economic Zone Ltd1.29%

1. TATA Motors Ltd1.26%

1. United Breweries Ltd1.09%

1. PI Industries Ltd1.07%

About Fund

Sundaram Large and Mid Cap Fund Growth managed by Sundaram Mutual Fund,is a Large and Mid Cap Fundsscheme with Assets Under Management of ₹6,868 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 1.8. Under the expert guidance of S Bharath ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundL&T Large and Midcap Fund - Growth11620.36 CR2.1
This FundUnion Large & Midcap Fund Growth1934.59 CR2.26
This FundSundaram Large and Mid Cap Fund Growth36867.64 CR1.8
This FundMotilal Oswal Large and Midcap Fund Growth515017.31 CR1.69
Fund Name1Y3Y
This FundL&T Large and Midcap Fund - Growth2.339753.1852
This FundUnion Large & Midcap Fund Growth11.251753.875
This FundSundaram Large and Mid Cap Fund Growth10.545653.9595
This FundMotilal Oswal Large and Midcap Fund Growth14.21683.8563

FAQs

Sundaram Large and Mid Cap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sundaram Large and Mid Cap Fund Growth is 1.8. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Large and Mid Cap Fund Growth’s fund performance is as follows:
  • 1 Month : -7.47%
  • 6 Months : -3.71%
  • 1 Year : 10.55%
  • 3 Years : 15.47%
Returns of Sundaram Large and Mid Cap Fund Growth are updated daily based on NAV of ₹ 81.4596 as on Mar 12,2026. Since inception, the return has been 53.96%.

You can invest in Sundaram Large and Mid Cap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sundaram Large and Mid Cap Fund Growth is ₹6,868 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Large and Mid Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500