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Sundaram Large and Mid Cap Fund(G)

very highequitylarge & mid cap
83.59 -0.18(-0.22%) NAV as on 15 May 2026
-0.47 % 1 M
0.9 % 1 Y
14.11 % 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 :

1.82

As on 30 Apr, 2026
age-icon Age :

19 yrs 2 m

Since 27 02 ,2007
exit_load Exit Load :

0%

aum AUM :

6,574.82 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 :

8.44

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 Apr 30 ,2026
Others 7.24 %
Equity 92.76 %

TOP HOLDINGS

Shriram Finance Ltd.3.86 %
State Bank Of India3.66 %
Oracle Financial Services Soft...3.33 %
National Aluminium Company Ltd.3.16 %
Radico Khaitan Ltd.3.00 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private7.35
Finance - NBFC6.31
IT - Software5.94
e-Commerce5.59
Bank - Public5.16
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 HighEquity83.59-0.18(-0.22%)NAV As on 15 May, 202627-Feb-2007Inception Date6,574.82AUM In Cr.0.90%1Y14.11%3Y14.18%5Y11.68%Since Inception
Motilal Oswal Large & Midcap Fund-Reg(G)Very HighEquity34.70-0.14(-0.41%)NAV As on 15 May, 202617-Oct-2019Inception Date16,776.57AUM In Cr.8.56%1Y24.44%3Y21.38%5Y20.81%Since Inception
Invesco India Large & Mid Cap Fund-Reg(G)Very HighEquity99.12-0.52(-0.52%)NAV As on 15 May, 202609-Aug-2007Inception Date9,761.15AUM In Cr.4.84%1Y22.48%3Y18.13%5Y12.99%Since Inception
Bandhan Large & Mid Cap Fund-Reg(G)Very HighEquity137.57-0.31(-0.22%)NAV As on 15 May, 202609-Aug-2005Inception Date16,671.94AUM In Cr.6.68%1Y22.27%3Y19.01%5Y13.45%Since Inception
HSBC Large & Mid Cap Fund-Reg(G)Very HighEquity27.93-0.11(-0.39%)NAV As on 15 May, 202628-Mar-2019Inception Date4,877.42AUM In Cr.9.15%1Y19.52%3Y16.49%5Y15.48%Since Inception
UTI Large & Mid Cap Fund-Reg(G)Very HighEquity179.850.32(0.18%)NAV As on 15 May, 202620-May-2009Inception Date5,896.42AUM In Cr.2.97%1Y19.28%3Y16.98%5Y13.28%Since Inception