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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹6,031 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 ₹83.9846 NAV as of Apr 15,2026 and returns since inception of 53.35%. Minimum investments start at SIP ₹100. The Sundaram Large and Mid Cap Fund Growth AUM is ₹6,031 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 5.63% returns, against a category average of 0.22% and a category best of 11.66%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M5.630.2211.66
6M-3.391.1029.78
1Y7.134.7740.44
3Y16.0412.85134.87

Portfolio Analysis

  • Equity: 95.96%
  • Debt: 4.04%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC Bank Ltd3.72%
2. ICICI Bank Ltd2.60%
3. Axis Bank Ltd2.14%
4. Kotak Mahindra Bank Ltd1.96%
5. IDFC First Bank Ltd0.97%

1. State Bank of India3.66%
2. Bank of Baroda1.81%

1. Zomato Ltd3.02%
2. FSN E�Commerce Ventures Ltd(NYKAA)2.17%

1. Infosys Ltd2.49%
2. Persistent Systems Ltd1.54%
3. Coforge Ltd1.01%

1. Ultratech Cement Ltd2.54%
2. JK Cement Ltd2.05%

1. Shriram Finance Ltd2.46%
2. Mahindra & Mahindra Financial Services Ltd1.88%

1. Bharti Airtel Ltd2.66%
2. Bharti Hexacom Ltd1.00%

1. Cummins India Ltd2.13%
2. Kirloskar Oil Engines Ltd1.38%

1. Alkem Laboratories Ltd2.20%
2. Gland Pharma Ltd1.10%

1. The Phoenix Mills Ltd1.65%
2. Prestige Estates Projects Ltd1.63%

1. Larsen & Toubro Ltd3.16%

1. Reliance Industries Ltd2.47%
2. Hindustan Petroleum Corporation Ltd0.51%

1. Fortis Health Care Ltd1.45%
2. Dr Lal Path Labs Ltd1.23%

1. TVS Motor Company Ltd2.59%

1. Amber Enterprises India Ltd2.58%

1. Polycab India Ltd2.51%

1. Delhivery Ltd2.38%

1. National Aluminium Company Ltd2.36%

1. Interglobe Aviation Ltd2.24%

1. Jindal Steel & Power Ltd2.16%

1. Radico Khaitan Ltd2.12%

1. JSW Energy Ltd0.98%
2. Torrent Power Ltd0.92%

1. Jubilant Foodworks Ltd1.48%
2. Devyani international limited0.26%

1. Mahindra & Mahindra Ltd1.71%

1. TATA Motors Ltd1.68%

1. Max Financial Services Ltd1.48%
2. ICICI Prudential Asset Management Company Ltd0.19%

1. Coromandel International Ltd1.54%

1. UNO Minda Ltd1.54%

1. Multi Commodity Exchange of India Ltd1.19%

1. Affle (IndiLtd1.13%

1. Varun Beverages Ltd1.05%

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 ₹6,031 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 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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundUnion Large & Midcap Fund Growth1832.94 CR2.33
This FundQuant Large & Mid Cap Fund Growth12782.37 CR1.99
This FundSundaram Large and Mid Cap Fund Growth26030.8 CR1.81
This FundInvesco India Large & Mid Cap Fund Growth58436.02 CR1.76
This FundMotilal Oswal Large and Midcap Fund Growth413995.29 CR1.7
Fund Name1Y3Y
This FundUnion Large & Midcap Fund Growth9.370954.5677
This FundQuant Large & Mid Cap Fund Growth1.222755.8174
This FundSundaram Large and Mid Cap Fund Growth7.1356.2359
This FundInvesco India Large & Mid Cap Fund Growth10.352388.1977
This FundMotilal Oswal Large and Midcap Fund Growth17.396998.5751

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 : 5.63%
  • 6 Months : -3.39%
  • 1 Year : 7.13%
  • 3 Years : 16.04%
Returns of Sundaram Large and Mid Cap Fund Growth are updated daily based on NAV of ₹ 83.9846 as on Apr 15,2026. Since inception, the return has been 53.35%.

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 ₹6,031 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