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Sundaram Large and Mid Cap Fund Growth Return

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  • 6M
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  • 5Y
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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)

₹6,575 Cr

Lock In Period

N/A

Expense Ratio

1.81

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

Summary

Sundaram Large and Mid Cap Fund Growth NAV is ₹85.6865 as of 27 May, 2026. Sundaram Large and Mid Cap Fund Growth has delivered 51.30% returns since its launch. The minimum SIP investment amount in Sundaram Large and Mid Cap Fund Growth is ₹100. The AUM of Sundaram Large and Mid Cap Fund Growth is ₹6,575 Cr. The expense ratio of the fund is 1.81%, and its benchmark is Nifty Large Midcap 250 Total Return. The current exit load of the fund 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 last 1M months, Sundaram Large and Mid Cap Fund Growth has delivered 1.81% returns.

Sundaram Large and Mid Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.810.627.07
6M-2.762.0229.78
1Y3.445.0540.44
3Y14.8014.96134.87

Portfolio Analysis

  • Equity: 92.75%
  • Debt: 7.25%
  • Others
As on: 2026-04-30
View allocation % by

1. ICICI Bank Ltd2.50%
2. Axis Bank Ltd2.00%
3. IDFC First Bank Ltd1.85%
4. Ujjivan Small Finance Bank Ltd1.00%

1. Shriram Finance Ltd3.86%
2. Five-Star Business Finance Ltd2.45%

1. Oracle Financial Services Software Ltd3.33%
2. Coforge Ltd1.81%
3. Rate Gain Travel Technologies Ltd0.78%
4. Persistent Systems Ltd0.01%

1. Zomato Ltd2.99%
2. FSN E�Commerce Ventures Ltd(NYKAA)2.60%

1. State Bank of India3.66%
2. Bank of Baroda1.50%

1. Angel One Ltd2.38%
2. Max Financial Services Ltd1.45%
3. ICICI Prudential Asset Management Company Ltd0.20%

1. Torrent Power Ltd1.99%
2. JSW Energy Ltd1.99%

1. Ultratech Cement Ltd2.51%
2. JK Cement Ltd1.30%

1. Prestige Estates Projects Ltd1.87%
2. The Phoenix Mills Ltd1.77%

1. Cummins India Ltd1.76%
2. Kirloskar Oil Engines Ltd1.61%

1. National Aluminium Company Ltd3.16%

1. Radico Khaitan Ltd3.00%

1. Larsen & Toubro Ltd3.00%

1. Interglobe Aviation Ltd2.72%

1. Bharti Airtel Ltd2.58%

1. Amber Enterprises India Ltd2.54%

1. Affle (IndiLtd2.52%

1. Multi Commodity Exchange of India Ltd2.47%

1. Delhivery Ltd2.44%

1. Gland Pharma Ltd1.20%
2. Alkem Laboratories Ltd1.01%
3. Neuland Laboratories Ltd0.05%

1. Varun Beverages Ltd2.13%

1. Polycab India Ltd2.08%

1. Hindustan Petroleum Corporation Ltd2.06%

1. Jubilant Foodworks Ltd1.77%

1. Mahindra & Mahindra Ltd1.65%

1. Fortis Health Care Ltd1.54%

1. UNO Minda Ltd1.52%

1. MTAR Technologies Ltd1.08%

1. TD Power Systems Ltd1.01%

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 ₹6,575 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 1.81. 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
Union Large & Midcap Fund Growth1919.59 CR2.87
Franklin India Large & Mid Cap Fund Growth13399.22 CR2.76
Sundaram Large and Mid Cap Fund Growth26574.82 CR1.81
Motilal Oswal Large and Midcap Fund Growth416776.57 CR1.91
Fund Name1Y3Y
This FundUnion Large & Midcap Fund Growth4.626650.4084
This FundFranklin India Large & Mid Cap Fund Growth-0.366550.4107
This FundSundaram Large and Mid Cap Fund Growth3.436151.3012
This FundMotilal Oswal Large and Midcap Fund Growth5.769891.1757

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 1.81. 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 : 1.81%
  • 6 Months : -2.76%
  • 1 Year : 3.44%
  • 3 Years : 14.80%
Returns of Sundaram Large and Mid Cap Fund Growth are updated daily based on NAV of ₹ 85.6865 as on May 26,2026. Since inception, the return has been 51.30%.

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 ₹6,575 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.