Sundaram Large and Mid Cap Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 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)

₹7,544 Cr

Lock In Period

N/A

Expense Ratio

2.52

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(%)
1M-0.78-0.523.11
6M13.742.9522.39
1Y9.524.7340.44
3Y13.2312.6287.68

Portfolio Analysis

  • Equity: 99.29%
  • Debt: 0.72%
  • Others
As on: 2026-07-31
View allocation % by

1. Shriram Finance Ltd3.92%
2. Five-Star Business Finance Ltd3.43%
3. Cholamandalam Investment and Finance Company Ltd3.29%

1. Oracle Financial Services Software Ltd4.25%
2. Rate Gain Travel Technologies Ltd2.48%
3. Coforge Ltd2.38%

1. Ujjivan Small Finance Bank Ltd2.72%
2. ICICI Bank Ltd2.58%
3. IDFC First Bank Ltd2.04%

1. Eternal Ltd (Previously Zomato Ltd)3.83%
2. FSN E�Commerce Ventures Ltd(NYKAA)2.98%

1. Cummins India Ltd2.83%
2. Kirloskar Oil Engines Ltd2.67%

1. Radico Khaitan Ltd5.09%

1. Kalyan Jewellers India Ltd4.32%

1. TD Power Systems Ltd3.96%

1. Prestige Estates Projects Ltd1.95%
2. The Phoenix Mills Ltd1.73%

1. National Aluminium Company Ltd3.01%

1. Interglobe Aviation Ltd2.99%

1. Lenskart Solutions Limited2.84%

1. TVS Motor Company Ltd2.81%

1. MTAR Technologies Ltd2.79%

1. Larsen & Toubro Ltd2.68%

1. Affle (IndiLtd2.56%

1. Bharti Airtel Ltd2.46%

1. Ultratech Cement Ltd2.35%

1. Delhivery Ltd2.30%

1. State Bank of India2.19%

1. Mahindra & Mahindra Ltd2.12%

1. Polycab India Ltd2.12%

1. Thermax Ltd2.02%

1. UNO Minda Ltd1.47%

1. Fortis Health Care Ltd1.44%

1. ICICI Prudential Asset Management Company Ltd1.34%

1. Max Financial Services Ltd1.25%

1. S.J.S. Enterprises Ltd1.23%
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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 ₹7,544 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 2.52. 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
Quant Large & Mid Cap Fund Growth13,487 CR2.49
Nippon India Vision Large & Mid Cap Fund Growth47,903 CR2.2
Sundaram Large and Mid Cap Fund Growth27,221 CR2.52
Principal Emerging Bluechip Fund Growth43,124 CR1.99
Fund Name1Y3Y
This FundQuant Large & Mid Cap Fund Growth10.211143.3692
This FundNippon India Vision Large & Mid Cap Fund Growth-0.074544.369
This FundSundaram Large and Mid Cap Fund Growth9.516345.1603
This FundPrincipal Emerging Bluechip Fund Growth38.886181.3571

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 2.52. 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 : -0.78%
  • 6 Months : 13.74%
  • 1 Year : 9.52%
  • 3 Years : 13.23%
Returns of Sundaram Large and Mid Cap Fund Growth are updated daily based on NAV of ₹ 93.4567 as on Sep 11,2026. Since inception, the return has been 45.16%.

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 ₹7,544 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.