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Sundaram Large and Mid Cap Fund
Regular
Direct
3 Year Absolute Returns
26.94% ↑
NAV (₹) on 17 Apr 2026
28.73
1 Day NAV Change
0.94%
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
₹ 6,030.80 Cr.
Benchmark
Nifty Large Midcap 250 Total Return
Expense Ratio
1.81%
Scheme Type
Open Ended
Exit Load
1%
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
₹ 6,030.80 Cr
Equity
289.81%
Money Market & Cash
10.19%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Finance - Banks - Private Sector | 11.39% |
| Finance - Banks - Public Sector | 5.47% |
| E-Commerce/E-Retail | 5.19% |
| IT Consulting & Software | 5.04% |
| Cement | 4.59% |
| Non-Banking Financial Company (NBFC) | 4.34% |
| Telecom Services | 3.66% |
| Engines | 3.51% |
| Pharmaceuticals | 3.30% |
| Realty | 3.28% |
| Construction, Contracting & Engineering | 3.16% |
| Refineries | 2.98% |
| Hospitals & Medical Services | 2.68% |
| Auto - 2 & 3 Wheelers | 2.59% |
| Domestic Appliances | 2.58% |
| Cables - Power/Others | 2.51% |
| Treps/Reverse Repo | 2.46% |
| Logistics - Warehousing/Supply Chain/Others | 2.38% |
| Aluminium | 2.36% |
| Airlines | 2.24% |
| Steel - Sponge Iron | 2.16% |
| Beverages & Distilleries | 2.12% |
| Power - Generation/Distribution | 1.90% |
| Hotels, Resorts & Restaurants | 1.74% |
| Auto - Cars & Jeeps | 1.71% |
| Auto - LCVs/HCVs | 1.68% |
| Finance & Investments | 1.67% |
| Fertilisers | 1.54% |
| Auto Ancl - Electrical | 1.54% |
| Exchange Platform | 1.19% |
| Cash | 1.17% |
| Entertainment & Media | 1.13% |
| Non-Alcoholic Beverages | 1.05% |
| Bearings | 1.00% |
| Auto Ancl - Susp. & Braking - Others | 0.91% |
| Edible Oils & Solvent Extraction | 0.85% |
| Gems, Jewellery & Precious Metals | 0.52% |
| Mutual Fund Units | 0.41% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| HDFC Bank Ltd | 3.72% | ₹ 224.08 | Finance - Banks - Private Sector |
| State Bank of India | 3.66% | ₹ 220.66 | Finance - Banks - Public Sector |
| Larsen & Toubro Ltd | 3.16% | ₹ 190.37 | Construction, Contracting & Engineering |
| Zomato Ltd | 3.02% | ₹ 181.93 | E-Commerce/E-Retail |
| Bharti Airtel Ltd | 2.66% | ₹ 160.42 | Telecom Services |
| ICICI Bank Ltd | 2.60% | ₹ 156.77 | Finance - Banks - Private Sector |
| TVS Motor Company Ltd | 2.59% | ₹ 156.15 | Auto - 2 & 3 Wheelers |
| Amber Enterprises India Ltd | 2.58% | ₹ 155.40 | Domestic Appliances |
| Ultratech Cement Ltd | 2.54% | ₹ 153.09 | Cement |
| Polycab India Ltd | 2.51% | ₹ 151.52 | Cables - Power/Others |
| Infosys Ltd | 2.49% | ₹ 150.07 | IT Consulting & Software |
| Reliance Industries Ltd | 2.47% | ₹ 148.80 | Refineries |
| Shriram Finance Ltd | 2.46% | ₹ 148.63 | Non-Banking Financial Company (NBFC) |
| TREPS | 2.46% | ₹ 148.17 | Others |
| Delhivery Ltd | 2.38% | ₹ 143.36 | Logistics - Warehousing/Supply Chain/Others |
| National Aluminium Company Ltd | 2.36% | ₹ 142.55 | Aluminium |
| Interglobe Aviation Ltd | 2.24% | ₹ 135.08 | Airlines |
| Alkem Laboratories Ltd | 2.20% | ₹ 132.47 | Pharmaceuticals |
| FSN E–Commerce Ventures Ltd(NYKAA) | 2.17% | ₹ 130.60 | E-Commerce/E-Retail |
| Jindal Steel & Power Ltd | 2.16% | ₹ 130.15 | Steel - Sponge Iron |
| Axis Bank Ltd | 2.14% | ₹ 129.18 | Finance - Banks - Private Sector |
| Cummins India Ltd | 2.13% | ₹ 128.25 | Engines |
| Radico Khaitan Ltd | 2.12% | ₹ 127.58 | Beverages & Distilleries |
| JK Cement Ltd | 2.05% | ₹ 123.44 | Cement |
| Kotak Mahindra Bank Ltd | 1.96% | ₹ 118.39 | Finance - Banks - Private Sector |
| Mahindra & Mahindra Financial Services Ltd | 1.88% | ₹ 113.15 | Non-Banking Financial Company (NBFC) |
| Bank of Baroda | 1.81% | ₹ 109.36 | Finance - Banks - Public Sector |
| Mahindra & Mahindra Ltd | 1.71% | ₹ 103.41 | Auto - Cars & Jeeps |
| TATA Motors Ltd | 1.68% | ₹ 101.25 | Auto - LCVs/HCVs |
| The Phoenix Mills Ltd | 1.65% | ₹ 99.38 | Realty |
| Prestige Estates Projects Ltd | 1.63% | ₹ 98.01 | Realty |
| Coromandel International Ltd | 1.54% | ₹ 93.15 | Fertilisers |
| UNO Minda Ltd | 1.54% | ₹ 92.84 | Auto Ancl - Electrical |
| Persistent Systems Ltd | 1.54% | ₹ 92.68 | IT Consulting & Software |
| Max Financial Services Ltd | 1.48% | ₹ 89.44 | Finance & Investments |
| Jubilant Foodworks Ltd | 1.48% | ₹ 89.42 | Hotels, Resorts & Restaurants |
| Fortis Health Care Ltd | 1.45% | ₹ 87.45 | Hospitals & Medical Services |
| Kirloskar Oil Engines Ltd | 1.38% | ₹ 82.98 | Engines |
| Dr Lal Path Labs Ltd | 1.23% | ₹ 74.18 | Hospitals & Medical Services |
| Multi Commodity Exchange of India Ltd | 1.19% | ₹ 71.68 | Exchange Platform |
| Cash & Other Net Current Assets | 1.17% | ₹ 72.82 | Others |
| Affle (IndiLtd | 1.13% | ₹ 67.95 | Entertainment & Media |
| Gland Pharma Ltd | 1.10% | ₹ 66.23 | Pharmaceuticals |
| Varun Beverages Ltd | 1.05% | ₹ 63.17 | Non-Alcoholic Beverages |
| Coforge Ltd | 1.01% | ₹ 61.18 | IT Consulting & Software |
| Schaeffler India Ltd | 1.00% | ₹ 60.18 | Bearings |
| Bharti Hexacom Ltd | 1.00% | ₹ 60.30 | Telecom Services |
| JSW Energy Ltd | 0.98% | ₹ 58.95 | Power - Generation/Distribution |
| IDFC First Bank Ltd | 0.97% | ₹ 58.34 | Finance - Banks - Private Sector |
| Torrent Power Ltd | 0.92% | ₹ 55.50 | Power - Generation/Distribution |
| ZF Commercial Vehicle Control Systems I Ltd | 0.91% | ₹ 55.07 | Auto Ancl - Susp. & Braking - Others |
| Marico Ltd | 0.85% | ₹ 51.52 | Edible Oils & Solvent Extraction |
| Kalyan Jewellers India Ltd | 0.52% | ₹ 31.18 | Gems, Jewellery & Precious Metals |
| Hindustan Petroleum Corporation Ltd | 0.51% | ₹ 30.82 | Refineries |
| Sundaram Liquid Fund - Direct Growth | 0.41% | ₹ 25.02 | Others |
| Devyani international limited | 0.26% | ₹ 15.66 | Hotels, Resorts & Restaurants |
| ICICI Prudential Asset Management Company Ltd | 0.19% | ₹ 11.38 | Finance & Investments |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | -7.42% | -0.42% | 0.00% | 8.28% |
| Category returns | -1.22% | 7.71% | 14.74% | 55.70% |
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
Mr. Dwijendra Srivastava
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
Top Funds from Equity - Large & Mid Cap
Top Funds from Sundaram Asset Management Company Ltd.
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Sundaram Flexicap Fund
Diversified
Regular
|
₹12.88 | -2.10% | 32.12% | 0.00% | ₹1,825 | 2.06% |
Very High
|
|
Sundaram Flexicap Fund
Diversified
Regular
|
₹12.88 | -2.10% | 32.12% | 0.00% | ₹1,825 | 2.06% |
Very High
|
|
Sundaram Multi Cap Fund - Direct Plan
Diversified
Direct
|
₹82.27 | -5.10% | 31.47% | 51.85% | ₹2,525 | 0.91% |
Very High
|
|
Sundaram Multi Cap Fund - Direct Plan
Diversified
Direct
|
₹82.27 | -5.10% | 31.47% | 51.85% | ₹2,525 | 0.91% |
Very High
|
|
Sundaram Multi Cap Fund - Direct Plan
Diversified
Direct
|
₹82.27 | -5.10% | 31.47% | 51.85% | ₹2,525 | 0.91% |
Very High
|
|
Sundaram Large and Mid Cap Fund - Direct Plan
Diversified
Direct
|
₹33.29 | 0.70% | 31.16% | 44.84% | ₹6,031 | 0.70% |
Very High
|
|
Sundaram Large and Mid Cap Fund - Direct Plan
Diversified
Direct
|
₹33.29 | 0.70% | 31.16% | 44.84% | ₹6,031 | 0.70% |
Very High
|
|
Sundaram Financial Services Opportunities Fund
Sector
Regular
|
₹30.99 | -1.63% | 30.68% | 44.84% | ₹1,439 | 2.11% |
Very High
|
|
Sundaram Financial Services Opportunities Fund
Sector
Regular
|
₹30.99 | -1.63% | 30.68% | 44.84% | ₹1,439 | 2.11% |
Very High
|
|
Sundaram ELSS Tax Saver Fund
ELSS
Regular
|
₹400.11 | -0.32% | 30.21% | 54.02% | ₹1,183 | 2.23% |
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 ₹28.73 as of 17 Apr 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 ₹6,030.80 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 -0.42% (1 Year), 8.28% (3 Year), 6.47% (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
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