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Sundaram Large and Mid Cap Fund Direct Growth

Growth
95.820.64% (-0.62)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

Large-size Fund

Assets Under Mgmt: ₹ 6,671 Cr

Very High Risk

Principle investment will be at very high risk

How to use scorecard? Learn more

Large-size Fund

Assets Under Mgmt: ₹ 6,671 Cr

Very High Risk

Principle investment will be at very high risk

Sundaram Large and Mid Cap Fund Performance & Key Metrics

Sundaram Large and Mid Cap Fund Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.7649.300.07
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.3349.610.02

Sundaram Large and Mid Cap Fund Scheme InfoSundaram Large and Mid Cap Fund Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
Nil upto 25% of units and 1% for remaining units on or before 365D Nil after 365D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
NIFTY LargeMidcap 250 - TRI

About Large & Mid Cap Fund

About Large & Mid Cap Fund

Large & Mid Cap funds diversify investment between large cap and mid cap companies. These are relatively less riskier as compared to large cap funds due to their exposure to mid cap funds also.

Sundaram Large and Mid Cap Fund Peers

Sundaram Large and Mid Cap Fund Peers & Comparison

Comparing 3 mutual funds from 
EquityLarge & Mid Cap Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Sundaram Large and Mid Cap Fund2.07%20.18%15.72%
Mirae Asset Large & Midcap Fund1.85%19.80%22.01%
SBI Large & Midcap Fund5.80%22.60%17.64%
Kotak Large & Midcap Fund2.10%23.45%17.69%

Sundaram Large and Mid Cap Fund Returns Comparison

Compare Sundaram Large and Mid Cap Fund with any MF, ETF, stock or index
Compare Sundaram Large and Mid Cap Fund with any MF, ETF, stock or index
Sundaram Large and Mid Cap Fund
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Sundaram Large and Mid Cap Fund Portfolio

Sundaram Large and Mid Cap Fund Asset Allocation

Sundaram Large and Mid Cap Fund Asset Allocation

Actual

Target

Sep 2024

Dec 2024

Mar 2025

Jun 2025

ACTUAL
Mutual FundsCash & EquivalentsEquity0.87%1.73%97.40%

Sep 2024

Dec 2024

Mar 2025

Jun 2025

Tickertape Separator

Sundaram Large and Mid Cap Fund Sector Distribution

Sundaram Large and Mid Cap Fund Sector Distribution

+29 moreSpecialized FinanceConstruction & EngineeringIT Services & ConsultingOil & Gas - Refining & MarketingPrivate Banks60.25 %5.20 %5.61 %6.27 %7.04 %15.63 %

Sep 2024

Dec 2024

Mar 2025

Jun 2025

Tickertape Separator

Sundaram Large and Mid Cap Fund Sector Weightage

Sundaram Large and Mid Cap Fund Sector Weightage

Mar 24Jun 24Sep 24Dec 24Mar 25Jun 2513.49%12.96%12.83%13.38%15.56%15.63%
Private Banks as a % of total holdings for last six quarters
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Sundaram Large and Mid Cap Fund Current Holdings

Sundaram Large and Mid Cap Fund Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of Sundaram Large and Mid Cap Fund

AMC Profile of Sundaram Large and Mid Cap Fund

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).

  • No.of Schemes

    39

  • Total AUM

    ₹ 71,336.16 Cr.

Sundaram Large and Mid Cap Fund Manager Details

Sundaram Large and Mid Cap Fund Manager Details

Sundaram Large and Mid Cap Fund Manager Profile

Sundaram Large and Mid Cap Fund Manager Profile

S. Bharath

AUM:  ₹32,563.19 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 7.11yrs

Ashish Aggarwal

AUM:  ₹8,929.18 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 12yrs

Sundaram Large and Mid Cap Fund Manager Performance (0)

Sundaram Large and Mid Cap Fund Manager Performance (0)

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Sundaram Large and Mid Cap Fund Tax Implications

Sundaram Large and Mid Cap Fund Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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-

You make

Sundaram Large and Mid Cap Fund Review & Opinions

Sundaram Large and Mid Cap Fund Review & Opinions

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.

Frequently asked questions

Frequently asked questions

  1. What is the current price / NAV of Sundaram Large and Mid Cap Fund?

    The current NAV of Sundaram Large and Mid Cap Fund is ₹95.82, as of 18th July 2025.

  2. What are the returns of Sundaram Large and Mid Cap Fund?

    The Sundaram Large and Mid Cap Fund was launched on 8th January 2013. This mutual fund's past returns are as follows:
    • 1 Year Returns: 2.07%
    • 3 Year Returns: 20.18%
    • 5 Year Returns: 23.29%

  3. What are the top 5 sectoral holdings of Sundaram Large and Mid Cap Fund?

    The top sectors Sundaram Large and Mid Cap Fund has invested in are as follows:
    • Private Banks | 15.63%
    • Oil & Gas - Refining & Marketing | 7.04%
    • IT Services & Consulting | 6.27%
    • Construction & Engineering | 5.61%
    • Specialized Finance | 5.20%
    This data is as on 18th July 2025.

  4. What are the top 5 holdings of Sundaram Large and Mid Cap Fund?

    The top 5 holdings for Sundaram Large and Mid Cap Fund are as follows:
    • HDFC Bank Ltd | 5.63%
    • Reliance Industries Ltd | 4.52%
    • ICICI Bank Ltd | 3.99%
    • State Bank of India | 2.83%
    • Bharti Airtel Ltd | 2.62%
    This data is as on 18th July 2025.

  5. What is the asset allocation of Sundaram Large and Mid Cap Fund?

    The asset allocation for Sundaram Large and Mid Cap Fund is as follows:
    • Equity | 97.40%
    • Cash & Equivalents | 1.73%
    • Mutual Funds | 0.87%
    This data is as on 18th July 2025.

  6. What is the AUM of Sundaram Large and Mid Cap Fund?

    The AUM (i.e. assets under management) of Sundaram Large and Mid Cap Fund is ₹6671.01 Cr as of 18th July 2025.

  7. What is the expense ratio of Sundaram Large and Mid Cap Fund?

    The expense ratio of Sundaram Large and Mid Cap Fund Plan is 0.76 as of 18th July 2025.

  8. What is the alpha ratio of Sundaram Large and Mid Cap Fund?

    The alpha ratio for the Sundaram Large and Mid Cap Fund is 4.50

    Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

  9. What is the volatility or standard deviation of Sundaram Large and Mid Cap Fund?

    The volatility or standard deviation for the Sundaram Large and Mid Cap Fund is 14.75

    Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  10. What is the sharpe ratio of Sundaram Large and Mid Cap Fund?

    The Sharpe ratio for the Sundaram Large and Mid Cap Fund is 0.07

    The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

  11. What is the Sortino ratio of Sundaram Large and Mid Cap Fund?

    The Sortino Ratio for the Sundaram Large and Mid Cap Fund is 0.01

    The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.

  12. What is the Price to Earnings (PE) ratio of Sundaram Large and Mid Cap Fund?

    The PE ratio of Sundaram Large and Mid Cap Fund is 49.30, while category PE ratio is 49.61.