Sundaram Large and Mid Cap Fund-Growth

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

The Sundaram Large and Mid Cap Fund is a 18 yrs 7 m old fund and has delivered average annual returns of 14.48% since inception. Sundaram Large and Mid Cap Fund Returns 1-Year 3-Year 5-Year 10-Year Since Inception -2.81% 14.8% 20.37% 14.95% 14.48%

NAV as of Sep 03, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹84.508+0.42% 1 day change	14.48% p.a.	App exclusive #NA View Ranked Funds	₹6,671 Cr

Historical NAV & returns

NAV: ₹84.508 as on Sep 03, 2025

This fund Category average

Sundaram Large and Mid Cap Fund overview

Expense ratio	1.81% as on Aug 31, 2025
Plan type	Regular
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)	₹6,671 Cr
Lock-in Period	Nil
Age	18 yrs 7 m since Jan 10, 2007
Benchmark	Nifty Large Midcap 250 TRI
Min. investment	This scheme is currently not buyable
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, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

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 Sep 04, 2025

Period	This fund	Category average
1 Month	0.26%	0.42%
3 Months	2.12%	1.25%
6 Months	15.93%	16.46%
1 Year	-2.81%	-2.2%
2 Years	16.22%	18.11%
3 Years	14.8%	17.63%
4 Years	11.62%	13.97%
5 Years	20.37%	22.26%
7 Years	13.6%	15.02%
10 Years	14.95%	15.02%

Asset allocationas on May 31, 2025

Large Cap 50.34%

Mid Cap 36.47%

Small Cap 9.52%

Other Cap 0%

Top holdings

HDFC Bank Ltd.5.65%

Reliance Industries Ltd.4.12%

ICICI Bank Ltd.3.93%

State Bank of India2.79%

Top sectors

Financial 25.229999999999997%

Healthcare 9.95%

Services 9.65%

Energy 9.350000000000001%

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

Bifurcation by Instrument is not available for this fund

Other Holdings

Others 0.26%

Detailed portfolio analysis

Peer comparison

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Sundaram Large and Mid Cap Fund	N.A.	6,671 Cr	18 yrs 7 m	1.81%
ICICI Prudential Large & Mid Cap Fund	N.A.	20,352 Cr	27 yrs 3 m	1.65%
Bandhan Large & Mid Cap Fund	N.A.	9,107 Cr	20 yrs 2 m	1.72%
Kotak Large & Midcap Fund	N.A.	27,046 Cr	21 yrs 1 m	1.58%
Motilal Oswal Large and Midcap Fund	N.A.	10,840 Cr	5 yrs 11 m	1.69%
HDFC Large and Mid Cap Fund	N.A.	25,412 Cr	31 yrs 8 m	1.65%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Sundaram Large and Mid Cap Fund	0.26%	15.93%	-2.81%	14.8%	20.37%	14.95%
ICICI Prudential Large & Mid Cap Fund	2.36%	15.04%	0.37%	20.8%	26.3%	16.68%
Bandhan Large & Mid Cap Fund	1.02%	17.1%	-2.08%	23.42%	25.52%	16.54%
Kotak Large & Midcap Fund	0.4%	16.39%	-1.69%	18.14%	22.36%	15.65%
Motilal Oswal Large and Midcap Fund	-0.34%	25.53%	3.6%	26.91%	27.95%	12.59%
HDFC Large and Mid Cap Fund	0.28%	16.24%	-3.27%	19.59%	25.36%	15.24%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Sundaram Large and Mid Cap Fund	13.6	0.99	0.59	0.85
ICICI Prudential Large & Mid Cap Fund	11.9	0.86	1.09	1.72
Bandhan Large & Mid Cap Fund	13.47	0.96	1.13	1.65
Kotak Large & Midcap Fund	13.0	0.93	0.82	1.19
Motilal Oswal Large and Midcap Fund	18.35	1.11	1.01	1.13
HDFC Large and Mid Cap Fund	14.05	1.04	0.87	1.33

View all Large & Midcap funds

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

Alpha	0.53 vs. 5.17 Underperformed at beating benchmark
Sharpe	0.59 vs. 5.9 Poor risk-adjusted returns
Beta	0.99 vs. 0.86 More sensitive to market's ups & downs
Standard deviation	13.6 vs. 10.94 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-Growth is a Large & MidCap mutual fund scheme from Sundaram Mutual Fund. This fund has been in existence for 18 yrs 7 m, having been launched on 10/01/2007. Sundaram Large and Mid Cap Fund-Growth has ₹6,671 Crores worth of assets under management (AUM) as on 31/05/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Sundaram Large and Mid Cap Fund-Growth as of 03/09/2025 is ₹84.51. The fund has an expense ratio of 1.81%, which is higher than what most other Large & Midcap funds charge.

Sundaram Large and Mid Cap Fund-Growth returns of last 1-year are -2.87%. Since launch, it has delivered 14.25% average annual returns. The fund has doubled the money invested in it every 5 yrs.
Sundaram Large and Mid Cap Fund-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, Services, Energy, Capital Goods 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., Reliance Industries Ltd., ICICI Bank Ltd., State Bank of India, Bharti Airtel Ltd..

...

Fund AUM	6,671 Cr as on May 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	31 view all schemes
Total AUM	69,421 Cr as on Jun 30, 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	1Y	5Y
Sundaram Mid Cap Fund	N.A.	12,344 Cr	-0.54%	26.33%
Sundaram Services Fund	N.A.	4,161 Cr	4.44%	24.21%
Sundaram Consumption Fund	N.A.	1,548 Cr	-0.78%	19.48%
Sundaram Diversified Equity Fund	N.A.	1,488 Cr	-0.34%	18.88%
Sundaram Large Cap Fund	N.A.	3,396 Cr	-4.37%	N.A.

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 ₹84.508 as of Sep 03, 2025.

What are the returns of this mutual fund scheme?

The Sundaram Large and Mid Cap Fund is a 18 yrs 7 m old fund and has delivered average annual returns of 14.48% since inception.

Sundaram Large and Mid Cap Fund Returns

1-Year	3-Year	5-Year	10-Year	Since Inception
-2.81%	14.8%	20.37%	14.95%	14.48%

How much does this mutual fund charge as expense ratio?

The Sundaram Large and Mid Cap Fund - Direct Growth has an expense ratio of 1.81%, 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 6,671 Cr as on May 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.	5.65%
Reliance Industries Ltd.	4.12%
ICICI Bank Ltd.	3.93%
State Bank of India	2.79%
Bharti Airtel Ltd.	2.54%
Amber Enterprises India Ltd.	2.35%
Axis Bank Ltd.	2.2%
Kotak Mahindra Bank Ltd.	2.04%
Larsen & Toubro Ltd.	1.87%
Infosys Ltd.	1.78%

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	25.229999999999997%
Healthcare	9.95%
Services	9.65%
Energy	9.350000000000001%
Capital Goods	6.64%
Consumer Staples	5.949999999999999%
Automobile	5.07%
Communication	4.8%
Technology	4.79%
Materials	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?

Sundaram Large and Mid Cap Fund-Growth is the regular plan of the fund. For this plan of you pay 1.81% as annual charges. On the other hand if you go for the direct plan available on ET Money, you pay 0.77%. That's 1.04% less.

Regular plans charge more because when you buy them, the fund pays commission to the agent. This is an additional expense for the fund and to cover this expense, the fund takes a bigger share from the returns generated by your investments.

So, the lower annual cost of the direct plan means you will earn 1.04% if you opt for direct plan of Sundaram Large and Mid Cap Fund

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

App exclusive

in Large & MidCap

#NA

Return Outperformance: This fund has generated highest return amongst Large & MidCap funds in the last 10 Years.
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 12.22% annual return in 70% of times for investors holding for at least 5 years.
Return/Risk: The fund is performing poorly than its category.
Exit Load: For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.