Sundaram Large and Mid Cap Fund Direct-Growth

Q: What are the returns of Sundaram Large and Mid Cap Fund?

The Sundaram Large and Mid Cap Fund is a 12 yrs 3 m old fund and has delivered average annual returns of 17.99% since inception. Sundaram Large and Mid Cap Fund Returns 1-Year 3-Year 5-Year 10-Year Since Inception 10.54% 16.45% 26.12% 15.64% 17.99%

NAV as of Apr 23, 2025	Returns since inception	ET Money Rank	VRO Ratings
₹91.2155+0.4% 1 day change	17.99% p.a.	#NA View Ranked Funds	2

Historical NAV & returns

NAV: ₹91.2155 as on Apr 23, 2025

This fund Category average

Sundaram Large and Mid Cap Fund overview

VRO rating	2
Expense ratio	0.86% as on Mar 31, 2025
Exit load	1.0% For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.!
AUM (Fund size)	₹6,381 Crs
Lock-in	No Lockin
Age	12 yrs 3 m since Jan 01, 2013
Benchmark	Nifty Large Midcap 250 TRI
Min. investment	SIP ₹500 & Lump. ₹1000
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Sundaram Large and Mid Cap Fund Returns calculator

Investment type

Monthly investment

₹ 10,000

Investment period

Lumpsum investment

₹1 lakh

Investment period

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Total investment ₹ 12 lakh
Profit ₹12 lakhs
Total corpus ₹1 lakh
Absolute return 52.69%

Trailing returns as on Apr 24, 2025

Period	This fund	Category average
1 month	2.65%	3.15%
3 months	3.28%	3.56%
6 months	-3.77%	-2.64%
1 year	10.54%	11.18%
3 years	16.45%	19.23%
5 years	26.12%	27.74%
7 years	14.34%	15.73%
10 years	15.64%	15.37%

Asset allocationas on Mar 31, 2025

Large Cap 51.177237999999996%

Mid Cap 35.316172%

Small Cap 8.086590000000001%

Other Cap 0.0%

Top holdings

HDFC Bank Ltd.5.56%

ICICI Bank Ltd.4.7%

Reliance Industries Ltd.4.08%

State Bank of India2.78%

Top sectors

Financial 24.419999999999998%

Healthcare 9.41%

Energy 8.490000000000002%

Services 7.909999999999999%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Bifurcation by Holding is not available for this fund

Allocation by Instruments

Repo 2.952392%

Mutual Fund 2.356847%

Cash/Net Current Assets 0.115722%

Other Holdings

Sundaram Money Market Fund Direct - Growth 2.36%

Others 0.12%

Peer comparison

Fund name	ETM Rank	AUM (in Crs.)	Fund age	Expense ratio
Sundaram Large and Mid Cap Fund	N.A.	₹6,381 Crs	12 yrs 3 m	0.86%
ICICI Prudential Large & Mid Cap Fund	N.A.	₹19,353 Crs	12 yrs 3 m	0.88%
Kotak Equity Opportunities Fund	N.A.	₹24,913 Crs	12 yrs 3 m	0.61%
Quant Large and Mid Cap Fund	N.A.	₹3,519 Crs	12 yrs 3 m	0.66%
HDFC Large and Mid Cap Fund	N.A.	₹23,380 Crs	12 yrs 3 m	1.02%
Motilal Oswal Large and Midcap Fund	N.A.	₹8,713 Crs	5 yrs 6 m	0.54%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Sundaram Large and Mid Cap Fund	2.65%	-3.77%	10.54%	16.45%	26.12%	15.64%
ICICI Prudential Large & Mid Cap Fund	3.66%	1.53%	14.57%	22.99%	32.15%	16.16%
Kotak Equity Opportunities Fund	2.76%	-3.45%	9.14%	19.97%	27.45%	16.47%
Quant Large and Mid Cap Fund	3.85%	-5.95%	-1.5%	20.01%	28.85%	17.24%
HDFC Large and Mid Cap Fund	3.44%	-2.36%	9.8%	21.62%	30.96%	14.39%
Motilal Oswal Large and Midcap Fund	3.79%	-6.36%	15.16%	26.94%	32.13%	12.53%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Sundaram Large and Mid Cap Fund	15.5	1.02	0.54	0.9
ICICI Prudential Large & Mid Cap Fund	12.77	0.84	1.1	1.86
Kotak Equity Opportunities Fund	14.42	0.94	0.8	1.25
Quant Large and Mid Cap Fund	17.38	1.1	0.68	1.12
HDFC Large and Mid Cap Fund	15.22	1.01	0.86	1.38
Motilal Oswal Large and Midcap Fund	18.71	1.09	0.95	1.1

View all Large & Midcap funds

Key risk & return ratios Compared to other funds in the category

Alpha	0.7 vs. 5.49 Underperformed at beating benchmark
Sharpe	0.54 vs. 5.7 Poor risk-adjusted returns
Beta	1.02 vs. 0.92 More sensitive to market's ups & downs
Standard deviation	15.5 vs. 12.74 More volatile performance

Compare Sundaram Large and Mid Cap Fund in detail with

About this fund

About Sundaram Large and Mid Cap Fund

Sundaram Large and Mid Cap Fund Direct-Growth is a Large & MidCap mutual fund scheme from Sundaram Mutual Fund. This fund has been in existence for 12 yrs 3 m, having been launched on 01/01/2013. Sundaram Large and Mid Cap Fund Direct-Growth has ₹6,381 Crores worth of assets under management (AUM) as on 31/03/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Sundaram Large and Mid Cap Fund Direct-Growth as of 23/04/2025 is ₹91.22. The fund has an expense ratio of 0.86%, which is higher than what most other Large & Midcap funds charge.

Sundaram Large and Mid Cap Fund Direct-Growth returns of last 1-year are 11.12%. Since launch, it has delivered 18.00% average annual returns. The fund has doubled the money invested in it every 5 yrs.
Sundaram Large and Mid Cap Fund Direct-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is below average.
The fund has the majority of its money invested in Financial, Healthcare, Energy, Services, Technology sectors. It has taken less exposure in Financial, Healthcare sectors compared to other funds in the category.
The fund's top 5 holdings are in HDFC Bank Ltd., ICICI Bank Ltd., Reliance Industries Ltd., State Bank of India, Infosys Ltd..

...

Fund AUM	₹6,381 Crs as on Mar 31, 2025
Scheme document	View Scheme Document

Fund managers

Bharath S.

Mr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.

Ashish Aggarwal

Mr. Aggarwal has done BE, PGPM Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, IL&FS Investsmart, Tata Securities and Antique Stock Broking.

Investment objective

The scheme seeks capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks

Sundaram Mutual Fund details

No. of schemes	30 view all schemes
Total AUM	₹65,593 Crs as on Mar 31, 2025
Address	Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road, Royapettah Chennai, 600014
Phone	1860-425-7237

More funds from Sundaram Mutual Fund

Fund name	ETM Rank	AUM (in Crs.)	1Y	5Y
Sundaram Small Cap Fund	N.A.	₹2,955 Crs	5.18%	35.04%
Sundaram Mid Cap Fund	N.A.	₹11,333 Crs	15.2%	31.31%
Sundaram Infrastructure Advantage Fund	N.A.	₹882 Crs	3.81%	31.25%
Sundaram Services Fund	N.A.	₹3,746 Crs	17.95%	30.14%
Sundaram Financial Services Opportunities Fund	N.A.	₹1,415 Crs	16.68%	28.49%
Sundaram Multi Cap Fund	N.A.	₹2,615 Crs	10.61%	26.79%

See all Equity funds from this AMC

Frequently asked questions

What is the current NAV of Sundaram Large and Mid Cap Fund?

The current Net Asset Value (NAV) of the Sundaram Large and Mid Cap Fund - Direct Growth plan is approximately ₹91.2155 as of Apr 23, 2025.

What are the returns of this mutual fund scheme?

The Sundaram Large and Mid Cap Fund is a 12 yrs 3 m old fund and has delivered average annual returns of 17.99% since inception.

Sundaram Large and Mid Cap Fund Returns

1-Year	3-Year	5-Year	10-Year	Since Inception
10.54%	16.45%	26.12%	15.64%	17.99%

How much does this mutual fund charge as expense ratio?

The Sundaram Large and Mid Cap Fund - Direct Growth has an expense ratio of 0.86%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

What is the AUM or fund size of this mutual fund?

The Sundaram Large and Mid Cap Fund currently has assets under management (AUM) or fund size valued at approximately ₹6,381 Crs crore as of Mar 31, 2025.

What are the top stock holdings of Sundaram Large and Mid Cap Fund?

The Sundaram Large and Mid Cap Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
HDFC Bank Ltd.	5.56%
ICICI Bank Ltd.	4.7%
Reliance Industries Ltd.	4.08%
State Bank of India	2.78%
Infosys Ltd.	2.46%
Bharti Airtel Ltd.	2.44%
Kotak Mahindra Bank Ltd.	2.31%
Larsen & Toubro Ltd.	2.19%
Amber Enterprises India Ltd.	1.95%
Alkem Laboratories Ltd.	1.91%

What are the top sectors Sundaram Large and Mid Cap Fund has invested in?

The Sundaram Large and Mid Cap Fund has primarily invested in the following sectors

Sector	Percentage of Portfolio
Financial	24.419999999999998%
Healthcare	9.41%
Energy	8.490000000000002%
Services	7.909999999999999%
Technology	7.67%
Capital Goods	6.72%
Automobile	5.589999999999999%
Consumer Staples	5.55%
Materials	4.7700000000000005%
Construction	4.63%

What is risk level of Sundaram Large and Mid Cap Fund?

This is a Large & Midcap fund comes with Very High risk.

Is there any lock-in period in this mutual fund?

No, this fund does not have any lock-in period.

How do I invest in Sundaram Large and Mid Cap Fund?

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for Sundaram Large and Mid Cap Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in Sundaram Large and Mid Cap Fund is complete.

How can I redeem my investments in Sundaram Large and Mid Cap Fund?

Redeeming your investments in Sundaram Large and Mid Cap Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Sundaram Large and Mid Cap Fund from anywhere else, you can go to the fund house website and put a request through it.

ET Money rank

in Large & MidCap

#NA

Return Outperformance: This fund has generated highest return amongst Large & MidCap funds in the last 10 Years.
Return/Risk: For every unit of risk this fund takes, it produces 20% more returns.
Age: This is the 3rd oldest Large & MidCap fund.
Return Consistency: This fund ranks lower in terms of generating consistent return in it's category.
Volatility Protection: This fund ranks lower in terms of protecting against volatility within its category.
Chance: This fund has generated only 13.01% annual return in 70% of times for investors holding for at least 5 years.
Exit Load: For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.