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Sundaram Large and Mid Cap Fund(G)

very highequitylarge & mid cap
86.54 0.10(0.11%) NAV as on 16 Jun 2026
3.53 % 1 M
3.19 % 1 Y
13.58 % 3 Y

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • max

FUND OBJECTIVE

To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stock.

SCHEME DETAILS

expense_ration-icon Expenses Ratio :

1.81

As on 31 May, 2026
age-icon Age :

19 yrs 3 m

Since 27 02 ,2007
exit_load Exit Load :

0%

aum AUM :

6,690.34 Crs

lock_in Lock-in :

Nil upto 25% of units and 1% for remaining units on or before 365D, Nil after 365D

investing_style Investing Style :

Large Growth

Portfolio_book_value Portfolio Price To Book Value :

8.92

Min_Investment Min. Investment :

SIP 100 & Lumpsum 100

Scheme_benchmark Scheme Benchmark :

NIFTY LARGEMIDCAP 250 - TRI

Fund_manager Fund Manager :

Madanagopal Ramu

LATEST ASSET & PORTFOLIO ALLOCATION

as on May 31 ,2026
Others 2.79 %
Equity 97.21 %

TOP HOLDINGS

Radico Khaitan Ltd.4.46 %
National Aluminium Company Ltd.3.94 %
Shriram Finance Ltd.3.83 %
Oracle Financial Services Soft...3.35 %
Five-Star Business Finance Ltd.3.01 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Finance - NBFC9.79
IT - Software8.30
Bank - Private6.09
e-Commerce5.51
Finance - Stock Broking4.68
See All Sectors

5-YEARS HISTORY

Financial Year2021-20222022-20232023-20242024-20252025-2026
NAV in Rs (as on 30-Mar-2026)54.4652.5972.8878.6776.50
Net Assets(Rs Crores) (as on 30-Mar-2026) 5016.53 4833.45 6194.70 6380.97 6030.80
Scheme Returns(%)(Absolute)22.92-4.0938.146.65-1.39
B'mark Returns(%)(Absolute)NANANANANA
Category Rank81/20423/2719/2919/3120/33

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Sundaram Large and Mid Cap Fund(G)Very HighEquity86.540.10(0.11%)NAV As on 17 Jun, 202627-Feb-2007Inception Date6,690.34AUM In Cr.3.19%1Y13.58%3Y13.00%5Y11.82%Since Inception
Motilal Oswal Large & Midcap Fund-Reg(G)Very HighEquity35.630.08(0.22%)NAV As on 17 Jun, 202617-Oct-2019Inception Date17,420.43AUM In Cr.6.71%1Y23.07%3Y19.52%5Y20.99%Since Inception
Invesco India Large & Mid Cap Fund-Reg(G)Very HighEquity105.000.75(0.72%)NAV As on 17 Jun, 202609-Aug-2007Inception Date10,152.74AUM In Cr.7.19%1Y22.60%3Y17.54%5Y13.27%Since Inception
Bandhan Large & Mid Cap Fund-Reg(G)Very HighEquity138.380.59(0.43%)NAV As on 17 Jun, 202609-Aug-2005Inception Date17,460.93AUM In Cr.5.41%1Y20.67%3Y17.16%5Y13.42%Since Inception
HSBC Large & Mid Cap Fund-Reg(G)Very HighEquity29.110.25(0.85%)NAV As on 17 Jun, 202628-Mar-2019Inception Date5,110.15AUM In Cr.11.67%1Y18.82%3Y15.55%5Y15.93%Since Inception
UTI Large & Mid Cap Fund-Reg(G)Very HighEquity182.510.66(0.37%)NAV As on 17 Jun, 202620-May-2009Inception Date5,964.02AUM In Cr.2.80%1Y18.28%3Y15.56%5Y13.30%Since Inception