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Sundaram Large and Mid Cap Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

Sundaram Large and Mid Cap Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹6,991 Cr

Lock In Period

N/A

Expense Ratio

2.73

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.

Benchmark

Nifty Large Midcap 250 Total Return

Sundaram Large and Mid Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M4.270.645.46
6M7.802.8729.78
1Y11.725.8740.44
3Y15.2815.23134.87

Portfolio Analysis

  • Equity: 99.91%
  • Debt: 0.09%
  • Others
As on: 2026-06-30
View allocation % by

1. Shriram Finance Ltd4.03%
2. Cholamandalam Investment and Finance Company Ltd3.29%
3. Five-Star Business Finance Ltd3.27%

1. Oracle Financial Services Software Ltd4.23%
2. Coforge Ltd2.72%
3. Rate Gain Travel Technologies Ltd2.51%
4. Persistent Systems Ltd0.01%

1. ICICI Bank Ltd2.56%
2. Ujjivan Small Finance Bank Ltd2.31%
3. IDFC First Bank Ltd1.98%

1. Cummins India Ltd3.00%
2. Kirloskar Oil Engines Ltd2.97%

1. Zomato Ltd3.01%
2. FSN E�Commerce Ventures Ltd(NYKAA)2.87%

1. Angel One Ltd2.40%
2. ICICI Prudential Asset Management Company Ltd1.48%
3. Max Financial Services Ltd1.36%

1. Radico Khaitan Ltd4.78%

1. Prestige Estates Projects Ltd1.95%
2. The Phoenix Mills Ltd1.84%

1. State Bank of India2.26%
2. Bank of Baroda1.46%

1. MTAR Technologies Ltd3.61%

1. TD Power Systems Ltd3.31%

1. Ultratech Cement Ltd2.29%
2. JK Cement Ltd0.95%

1. Interglobe Aviation Ltd3.20%

1. National Aluminium Company Ltd3.02%

1. Larsen & Toubro Ltd2.91%

1. Kalyan Jewellers India Ltd2.82%

1. Polycab India Ltd2.40%

1. Bharti Airtel Ltd2.38%

1. Affle (IndiLtd2.37%

1. Delhivery Ltd2.32%

1. Hindustan Petroleum Corporation Ltd2.04%

1. Varun Beverages Ltd1.98%

1. Mahindra & Mahindra Ltd1.54%

1. Fortis Health Care Ltd1.51%

1. UNO Minda Ltd1.40%

1. Multi Commodity Exchange of India Ltd1.35%

1. S.J.S. Enterprises Ltd1.18%

1. Alkem Laboratories Ltd0.98%
2. Neuland Laboratories Ltd0.06%

About Fund Sundaram Large and Mid Cap Fund Growth

Sundaram Large and Mid Cap Fund Growth managed by Sundaram Mutual Fund,is a Large and Mid Cap Fundsscheme with Assets Under Management of ₹6,991 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 2.73. Under the expert guidance of Madanagopal Ramu ,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.

Fund Managers

Madanagopal Ramu

Mr. Madanagopal has pursued MBA from Bharatidasan Institute of Management. He is also an Associate CWA. Prior to joining Sundaram Mutual Fund in 2010, he has worked with Centrum Broking (P) Ltd.. He has over 8 years of experience in Research Analysis.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
HDFC Large and Mid Cap Fund - Growth329,284 CR1.61
L&T Large and Midcap Fund - Growth11,620 CR2.1
Sundaram Large and Mid Cap Fund Growth26,990 CR2.73
Invesco India Large & Mid Cap Fund Growth311,164 CR1.95
Fund Name1Y3Y
This FundHDFC Large and Mid Cap Fund - Growth6.880453.0946
This FundL&T Large and Midcap Fund - Growth2.339753.1852
This FundSundaram Large and Mid Cap Fund Growth11.723553.2101
This FundInvesco India Large & Mid Cap Fund Growth12.250892.1468

Sundaram Large and Mid Cap Fund Growth 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 2.73. 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 : 4.27%
  • 6 Months : 7.80%
  • 1 Year : 11.72%
  • 3 Years : 15.28%
Returns of Sundaram Large and Mid Cap Fund Growth are updated daily based on NAV of ₹ 93.4395 as on Aug 04,2026. Since inception, the return has been 53.21%.

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 ₹6,991 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.