Sundaram Large and Mid Cap Fund Regular IDCW-Reinvestment | Sundaram Large and Mid Cap Fund NAV Today [29.85], Performance & History

Equity Large & Mid Cap Regular

Regular

Direct

3 Year Absolute Returns

19.99% ↑

NAV (₹) on 18 Jun 2026

29.85

1 Day NAV Change

0.98%

Risk Level

Very High Risk

Rating

★ ★ ☆ ☆ ☆

Sundaram Large and Mid Cap Fund is a Equity mutual fund categorized under Diversified, offered by Sundaram Asset Management Company Ltd.. Launched on 27 Feb 2007, investors can start with a minimum ... Read more

NAV History

Fund Details

Min. SIP Amount

₹100

Inception Date

27 Feb 2007

Min. Lumpsum Amount

₹ 100

Fund Age

19 Yrs

AUM

₹ 6,690.34 Cr.

Benchmark

Nifty Large Midcap 250 Total Return

Expense Ratio

1.81%

Scheme Type

Open Ended

Exit Load

Returns Calculator

Investment amount per month

₹1,000

Over the past

Would have become

On total investment of

*Calculation based on past performance of this fund.

Asset Allocation

AUM

₹ 6,690.34 Cr

Equity

479.83%

Money Market & Cash

17.51%

Derivatives & Other Instruments

2.66%

Sector Holdings

Sectors	Weightage
Non-Banking Financial Company (NBFC)	9.79%
IT Consulting & Software	8.31%
Finance - Banks - Private Sector	6.09%
E-Commerce/E-Retail	5.51%
Beverages & Distilleries	4.46%
Finance & Investments	4.06%
Aluminium	3.94%
Engines	3.74%
Finance - Banks - Public Sector	3.72%
Realty	3.53%
Cement	3.40%
Construction, Contracting & Engineering	2.99%
Airlines	2.75%
Power - Generation/Distribution	2.60%
Pharmaceuticals	2.59%
Entertainment & Media	2.55%
Telecom Services	2.46%
Cables - Power/Others	2.39%
Logistics - Warehousing/Supply Chain/Others	2.33%
Non-Alcoholic Beverages	2.15%
Refineries	2.13%
Exchange Platform	2.12%
Treps/Reverse Repo	1.99%
Aerospace & Defense	1.81%
Gems, Jewellery & Precious Metals	1.76%
Engineering - Heavy	1.64%
Auto - Cars & Jeeps	1.59%
Hospitals & Medical Services	1.53%
Auto Ancl - Electrical	1.48%
Domestic Appliances	1.38%
Auto Ancl - Others	1.17%
Edible Oils & Solvent Extraction	0.86%
Cash	0.74%
Services - Others	0.23%
Finance - Mutual Funds	0.21%

See All

Stock Holdings

Name	Weightage	Value (in Cr.)	Sector
Radico Khaitan Ltd	4.46%	₹ 298.07	Beverages & Distilleries
National Aluminium Company Ltd	3.94%	₹ 263.51	Aluminium
Shriram Finance Ltd	3.83%	₹ 256.31	Non-Banking Financial Company (NBFC)
Oracle Financial Services Software Ltd	3.35%	₹ 223.99	IT Consulting & Software
Five-Star Business Finance Ltd	3.01%	₹ 201.24	Non-Banking Financial Company (NBFC)
Larsen & Toubro Ltd	2.99%	₹ 200.24	Construction, Contracting & Engineering
Zomato Ltd	2.98%	₹ 199.10	E-Commerce/E-Retail
Cholamandalam Investment and Finance Company Ltd	2.95%	₹ 197.63	Non-Banking Financial Company (NBFC)
Coforge Ltd	2.76%	₹ 184.67	IT Consulting & Software
Interglobe Aviation Ltd	2.75%	₹ 183.72	Airlines
Angel One Ltd	2.56%	₹ 170.98	Finance & Investments
Affle (IndiLtd	2.55%	₹ 170.75	Entertainment & Media
FSN EÂ–Commerce Ventures Ltd(NYKAA)	2.53%	₹ 169.38	E-Commerce/E-Retail
Bharti Airtel Ltd	2.46%	₹ 164.61	Telecom Services
Ultratech Cement Ltd	2.45%	₹ 163.59	Cement
ICICI Bank Ltd	2.44%	₹ 163.33	Finance - Banks - Private Sector
Polycab India Ltd	2.39%	₹ 159.69	Cables - Power/Others
Delhivery Ltd	2.33%	₹ 155.63	Logistics - Warehousing/Supply Chain/Others
State Bank of India	2.22%	₹ 148.55	Finance - Banks - Public Sector
Rate Gain Travel Technologies Ltd	2.18%	₹ 145.59	IT Consulting & Software
Varun Beverages Ltd	2.15%	₹ 143.95	Non-Alcoholic Beverages
Hindustan Petroleum Corporation Ltd	2.13%	₹ 142.30	Refineries
Multi Commodity Exchange of India Ltd	2.12%	₹ 141.87	Exchange Platform
TREPS	1.99%	₹ 133.27	Others
Cummins India Ltd	1.94%	₹ 129.48	Engines
IDFC First Bank Ltd	1.86%	₹ 124.26	Finance - Banks - Private Sector
MTAR Technologies Ltd	1.81%	₹ 120.81	Aerospace & Defense
Kirloskar Oil Engines Ltd	1.80%	₹ 120.39	Engines
Ujjivan Small Finance Bank Ltd	1.79%	₹ 119.66	Finance - Banks - Private Sector
Prestige Estates Projects Ltd	1.78%	₹ 119.12	Realty
Kalyan Jewellers India Ltd	1.76%	₹ 117.85	Gems, Jewellery & Precious Metals
The Phoenix Mills Ltd	1.75%	₹ 116.86	Realty
TD Power Systems Ltd	1.64%	₹ 109.47	Engineering - Heavy
Mahindra & Mahindra Ltd	1.59%	₹ 106.60	Auto - Cars & Jeeps
Fortis Health Care Ltd	1.53%	₹ 102.13	Hospitals & Medical Services
Gland Pharma Ltd	1.52%	₹ 101.40	Pharmaceuticals
Max Financial Services Ltd	1.50%	₹ 100.44	Finance & Investments
Bank of Baroda	1.50%	₹ 100.43	Finance - Banks - Public Sector
UNO Minda Ltd	1.48%	₹ 99.15	Auto Ancl - Electrical
JSW Energy Ltd	1.46%	₹ 97.81	Power - Generation/Distribution
Amber Enterprises India Ltd	1.38%	₹ 92.21	Domestic Appliances
S.J.S. Enterprises Ltd	1.17%	₹ 77.97	Auto Ancl - Others
Torrent Power Ltd	1.14%	₹ 76.18	Power - Generation/Distribution
Alkem Laboratories Ltd	1.01%	₹ 67.30	Pharmaceuticals
JK Cement Ltd	0.95%	₹ 63.30	Cement
Marico Ltd	0.86%	₹ 57.52	Edible Oils & Solvent Extraction
Cash & Other Net Current Assets	0.74%	₹ 53.30	Others
Indegene Limited	0.23%	₹ 15.42	Services - Others
ICICI Prudential Asset Management Company Ltd	0.21%	₹ 14.37	Finance - Mutual Funds
Neuland Laboratories Ltd	0.06%	₹ 3.88	Pharmaceuticals
Persistent Systems Ltd	0.02%	₹ 1.04	IT Consulting & Software

See All

Returns

	Annualised returns
	9M	1Y	2Y	3Y
Fund returns	-5.07%	-0.98%	-3.51%	6.26%
Category returns	1.05%	4.39%	7.07%	47.04%

Fund Objective

To seek capital appreciation by investing in equity & equity related instruments.

AMC Details

Name

Sundaram Asset Management Company Ltd.

Date of Incorporation

24 Aug 1996

CEO

Mr. Anand Radhakrishnan

CIO

Type

Pvt.Sector-Indian

Address

Sundaram Towers, 2nd Floor, 46 Whites Road, Royapettah, Chennai (Madras), Tamil Nadu, India - 600014

Website

http://www.sundarammutual.com

[email protected]

Top Funds from Equity - Large & Mid Cap

Scheme Name	NAV	Returns 1Y 3Y 5Y			AUM (Cr)	Expense Ratio	Risk Meter
Motilal Oswal Large and Midcap Fund - Direct Plan Diversified Direct	₹39.49	9.09%	94.68%	165.64%	₹17,420	0.68%	Very High
Invesco India Large & Mid Cap Fund - Direct Plan Diversified Direct	₹127.11	9.74%	93.26%	141.88%	₹10,153	0.63%	Very High
Motilal Oswal Large and Midcap Fund Diversified Regular	₹35.88	7.99%	87.79%	148.50%	₹17,420	1.68%	Very High
Invesco India Large & Mid Cap Fund Diversified Regular	₹106.27	8.51%	86.70%	127.75%	₹10,153	1.75%	Very High
Bandhan Large & Mid Cap Fund - Direct Plan Diversified Direct	₹163.58	7.21%	82.77%	136.25%	₹17,461	0.52%	Very High
Bandhan Large & Mid Cap Fund Diversified Regular	₹138.86	5.98%	76.50%	122.79%	₹17,461	1.67%	Very High
HSBC Large & Mid Cap Fund - Direct Plan Largecap Direct	₹32.39	13.97%	74.63%	121.82%	₹5,110	0.79%	Very High
UTI Large & Mid Cap Fund - Direct Plan Largecap Direct	₹97.01	4.13%	70.20%	115.84%	₹5,964	0.97%	Very High
UTI Large & Mid Cap Fund - Direct Plan Largecap Direct	₹97.01	4.13%	70.20%	115.84%	₹5,964	0.97%	Very High
UTI Large & Mid Cap Fund - Direct Plan Largecap Direct	₹197.40	4.13%	70.20%	115.84%	₹5,964	0.97%	Very High

Top Funds from Sundaram Asset Management Company Ltd.

Scheme Name	NAV	Returns 1Y 3Y 5Y			AUM (Cr)	Expense Ratio	Risk Meter
Sundaram Mid Cap Fund - Direct Plan MidsmallCap Direct	₹1,619.82	9.51%	86.60%	148.42%	₹13,687	0.88%	Very High
Sundaram Mid Cap Fund MidsmallCap Regular	₹1,472.17	8.60%	81.97%	138.11%	₹13,687	1.70%	Very High
Sundaram Infrastructure Advantage Fund - Direct Plan Sector Direct	₹112	12.02%	79.53%	144.61%	₹997	1.70%	Very High
Sundaram Infrastructure Advantage Fund Sector Regular	₹104.23	11.36%	76.48%	137.88%	₹997	2.26%	Very High
Sundaram Small Cap Fund - Direct Plan MidsmallCap Direct	₹321.48	13.70%	75.49%	143.95%	₹3,681	0.85%	Very High
Sundaram Small Cap Fund MidsmallCap Regular	₹287.53	12.47%	69.82%	130.76%	₹3,681	1.90%	Very High
Sundaram Long Term Tax Advantage Fund - Series IV -... ELSS Direct	₹37.58	13.52%	64.22%	158.11%	₹23	0.97%	Very High
Sundaram Long Term Tax Advantage Fund - Series IV ELSS Regular	₹36.78	13.29%	63.20%	155.38%	₹23	1.18%	Very High
Sundaram Long Term Tax Advantage Fund - Series III -... ELSS Direct	₹32.55	12.79%	62.90%	156.97%	₹34	0.94%	Very High
Sundaram Long Term Micro Cap Tax Advantage Fund - Series... ELSS Direct	₹31.60	10.27%	62.01%	145.29%	₹31	0.95%	Very High

FAQs

What is the current NAV of Sundaram Large and Mid Cap Fund Regular IDCW-Reinvestment?

The current Net Asset Value (NAV) of Sundaram Large and Mid Cap Fund Regular IDCW-Reinvestment is ₹29.85 as of 18 Jun 2026. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.

What is the fund size (AUM) of Sundaram Large and Mid Cap Fund Regular IDCW-Reinvestment?

The Assets Under Management (AUM) of Sundaram Large and Mid Cap Fund Regular IDCW-Reinvestment is ₹6,690.34 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.

What are the historical returns of Sundaram Large and Mid Cap Fund Regular IDCW-Reinvestment?

Sundaram Large and Mid Cap Fund Regular IDCW-Reinvestment has delivered returns of -0.98% (1 Year), 6.26% (3 Year), 5.71% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.

What is the risk level of Sundaram Large and Mid Cap Fund Regular IDCW-Reinvestment?

Sundaram Large and Mid Cap Fund Regular IDCW-Reinvestment has a risk rating of 'Very High' as per the SEBI Riskometer. This indicates the fund is suitable for very aggressive investors comfortable with significant market volatility. Investors should align their investment choices with their personal risk tolerance and financial goals.

What is the minimum investment amount for Sundaram Large and Mid Cap Fund Regular IDCW-Reinvestment?

The minimum lumpsum investment required for Sundaram Large and Mid Cap Fund Regular IDCW-Reinvestment is ₹100. The fund also offers SIP (Systematic Investment Plan) option starting from as low as ₹100, making it accessible for regular investments. This allows investors to start their mutual fund journey with a manageable amount.

Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article