What is the current price / NAV of Sundaram Large and Mid Cap Fund(IDCW)?
The current NAV of Sundaram Large and Mid Cap Fund(IDCW) is ₹33.20, as of 22nd October 2026.What are the returns of Sundaram Large and Mid Cap Fund(IDCW)?
The Sundaram Large and Mid Cap Fund(IDCW) was launched on 2nd January 2013. This mutual fund's past returns are as follows:- 1 Year Returns: -9.40%
- 3 Year Returns: 3.94%
- 5 Year Returns: 3.60%
What are the top 5 sectoral holdings of Sundaram Large and Mid Cap Fund(IDCW)?
The top sectors Sundaram Large and Mid Cap Fund(IDCW) has invested in are as follows:- Specialized Finance | 9.93%
- IT Services & Consulting | 9.87%
- Construction & Engineering | 8.92%
- Private Banks | 8.00%
- Retail - Online | 7.00%
What are the top 5 holdings of Sundaram Large and Mid Cap Fund(IDCW)?
The top 5 holdings for Sundaram Large and Mid Cap Fund(IDCW) are as follows:- Radico Khaitan Limited | 5.19%
- Lenskart Solutions Ltd | 4.67%
- Eternal Limited | 4.11%
- MTAR Technologies Limited | 3.84%
- One 97 Communications Ltd | 3.73%
What is the asset allocation of Sundaram Large and Mid Cap Fund(IDCW)?
The asset allocation for Sundaram Large and Mid Cap Fund(IDCW) is as follows:- Equity | 96.72%
- Cash & Equivalents | 3.28%
What is the AUM of Sundaram Large and Mid Cap Fund(IDCW)?
The AUM (i.e. assets under management) of Sundaram Large and Mid Cap Fund(IDCW) is ₹7131.29 Cr as of 22nd October 2026.What is the base expense ratio of Sundaram Large and Mid Cap Fund(IDCW)?
The base expense ratio of Sundaram Large and Mid Cap Fund(IDCW) Plan is 0.66 as of 22nd October 2026.What is the alpha ratio of Sundaram Large and Mid Cap Fund(IDCW)?
The alpha ratio for the Sundaram Large and Mid Cap Fund(IDCW) is 1.99
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.
What is the volatility or standard deviation of Sundaram Large and Mid Cap Fund(IDCW)?
The volatility or standard deviation for the Sundaram Large and Mid Cap Fund(IDCW) is 16.68
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.
What is the sharpe ratio of Sundaram Large and Mid Cap Fund(IDCW)?
The Sharpe ratio for the Sundaram Large and Mid Cap Fund(IDCW) is -0.36
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.
What is the Sortino ratio of Sundaram Large and Mid Cap Fund(IDCW)?
The Sortino Ratio for the Sundaram Large and Mid Cap Fund(IDCW) is -0.04
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.
What is the Price to Earnings (PE) ratio of Sundaram Large and Mid Cap Fund(IDCW)?
The PE ratio of Sundaram Large and Mid Cap Fund(IDCW) is 38.50, while category PE ratio is 29.22.
Sundaram Large and Mid Cap Fund(IDCW) Direct IDCW
Scorecard
Performance
LowHasn’t fared well - amongst the low performers in sub-category
Risk
HighStay alerted, risk is higher vs others
Cost
HighHigher costs on pocket vs others
Composition
LowComposition not as great as others
Red flags
LowWe got you covered, no major red flags identified
How to use scorecard? Learn more
Sundaram Large and Mid Cap Fund(IDCW) Direct IDCW
Scorecard
Performance
LowHasn’t fared well - amongst the low performers in sub-category
Risk
HighStay alerted, risk is higher vs others
Cost
HighHigher costs on pocket vs others
Composition
LowComposition not as great as others
Red flags
LowWe got you covered, no major red flags identified
How to use scorecard? Learn more
Sundaram Large and Mid Cap Fund(IDCW) Performance & Key Metrics
Sundaram Large and Mid Cap Fund(IDCW) Performance & Key Metrics
| No LabelNo Label | Base Expense RatioBase Exp. Ratio | No LabelNo Label |
|---|---|---|
| 1.35 | 0.66 | -0.36 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.72 | -0.64 | 38.50 |
Sundaram Large and Mid Cap Fund(IDCW) Scheme InfoSundaram Large and Mid Cap Fund(IDCW) Scheme Info
| PlanPlan | Lock inLock in Lock in Period Period before which your investment can't be withdrawn from the MF scheme | Exit LoadExit Load Exit Load The fee that the AMC charges investors at the time of exiting or redeeming their fund units. |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. Sip Investment If SIP investments are allowed in the fund or not | Min. LumpsumMin. Lumpsum Minimum Lumpsum Inv Amount Minimum investment the AMC allows in the given scheme via lumpsum route |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark Benchmark Index Benchmark index wrt which performance of the fund is tracked |
|---|
| — |
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(IDCW) Peers
Sundaram Large and Mid Cap Fund(IDCW) Peers & Comparison
EquityLarge & Mid Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Sundaram Large and Mid Cap Fund(IDCW) | -9.40% | 3.94% | 7.33% |
| Mirae Asset Large & Midcap Fund(IDCW) | -12.42% | 4.62% | 13.93% |
| SBI Large & Midcap Fund(IDCW Payout) | -4.59% | 11.16% | 14.00% |
| Kotak Large & Mid Cap Fund(IDCW Payout) | -6.04% | 11.35% | 11.01% |
Sundaram Large and Mid Cap Fund(IDCW) Returns Comparison
Compare Sundaram Large and Mid Cap Fund(IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeSundaram Large and Mid Cap Fund(IDCW) Portfolio
Sundaram Large and Mid Cap Fund(IDCW) Asset Allocation
Sundaram Large and Mid Cap Fund(IDCW) Asset Allocation
Actual
Target
Dec 2025
Mar 2026
Jun 2026
Sep 2026
Dec 2025
Mar 2026
Jun 2026
Sep 2026
Sundaram Large and Mid Cap Fund(IDCW) Sector Distribution
Sundaram Large and Mid Cap Fund(IDCW) Sector Distribution
Dec 2025
Mar 2026
Jun 2026
Sep 2026
Sundaram Large and Mid Cap Fund(IDCW) Sector Weightage
Sundaram Large and Mid Cap Fund(IDCW) Sector Weightage
Sundaram Large and Mid Cap Fund(IDCW) Current Holdings
Sundaram Large and Mid Cap Fund(IDCW) Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
Holdings
5.19 %
0.41 %Holdings
4.67 %
4.67 %Holdings
4.11 %
1.10 %
AMC Profile of Sundaram Large and Mid Cap Fund(IDCW)
AMC Profile of Sundaram Large and Mid Cap Fund(IDCW)
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
40
Total AUM
₹ 77,712.48 Cr.
Sundaram Large and Mid Cap Fund(IDCW) Manager Details
Sundaram Large and Mid Cap Fund(IDCW) Manager Details
Sundaram Large and Mid Cap Fund(IDCW) Manager Profile
Sundaram Large and Mid Cap Fund(IDCW) Manager Profile
Qualification
MBA
Past Experience
He began his career in Equity Research at Centrum Broking Pvt. Ltd. in October 2007. He joined Sundaram Mutual Fund in October 2010 as part of the Equity Research team and moved into Fund Management in March 2015, where he also served as Fund Manager & Head of Research. In April 2018, he moved to Sundaram Alternates as Fund Manager & Head of Equity. Prior to rejoining Sundaram AMC, he worked as a Fund Manager at Motilal Oswal AMC.Mr. Madanagopal Ramu comes with strong academic credentials and is a qualified Cost Accountant with a management degree from BIM, Trichy.
Funds Managed (4)
Sundaram Large and Mid Cap Fund(IDCW) Manager Performance (0)
Sundaram Large and Mid Cap Fund(IDCW) Manager Performance (0)
