← Equity: Large and Mid Cap
Start this SIP →
Sundaram Mutual Fund · Equity: Large and Mid Cap
Sundaram Large and Midcap Fund Regular Plan - Growth
To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or Trustees by the Asset management Company.
EquityBenchmark · NIFTY Large Midcap 250 TRITER · 9.43%Inception · 10-02-2007
NAV
₹83.77
+1.24% · as of 14-05-2026
Since inception
13.65%
CAGR
Benchmark (inception)
15.53%
CAGR
Fund size
₹66 Cr
AUM
Expense ratio
9.43%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +13.65% CAGR vs benchmark +15.53%.
Portfolio
Where the money is invested
Top holdings
HDFC BANK LIMITED EQ NEW FV RE. 1/-3.72%
STATE BANK OF INDIA EQ NEW RE. 1/-3.66%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-3.16%
ZOMATO LIMITED EQ3.02%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-2.66%
ICICI BANK LIMITED EQ NEW FV RS. 2/-2.60%
TVS MOTOR COMPANY LIMITED EQ FV RE.1/-2.59%
AMBER ENTERPRISES INDIA LIMITED EQ2.58%
ULTRATECH CEMENT LIMITED EQ2.54%
POLYCAB INDIA LIMITED EQ2.51%
Sector allocation
Financial Services24.06%
Automobile and Auto Components7.75%
Capital Goods7.70%
Consumer Services6.93%
Information Technology6.17%
Healthcare5.98%
Services4.62%
Construction Materials4.59%
Metals & Mining4.52%
Fast Moving Consumer Goods4.02%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 13.7% p.a.₹10,000
10 years
Projected value
₹25,65,708
Invested: ₹12,00,000
Gained: ₹13,65,708
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Madanagopal Ramu, Shalav Saket
Manager since fund inception data not available
ISIN & identifiers
AMFI code
105001
ISIN (Growth)
INF903J01DT1
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Large and Mid Cap funds
Motilal Oswal Large and MidCap Reg Gr
₹34.84
1Y
+11.3%
3Y
+24.9%
5Y
+21.5%
HSBC Large and Mid Cap Gr
₹28.04
1Y
+10.8%
3Y
+19.8%
5Y
+16.6%
Helios Large & Mid Cap Fund Reg Gr
₹10.78
1Y
+8.9%
3Y
+0.0%
5Y
+0.0%
Bandhan Large & Mid Cap Reg Gr
₹137.88
1Y
+8.0%
3Y
+22.6%
5Y
+19.1%
BANK OF INDIA Large & Mid Cap Fund Eco Plan Gr
₹99.25
1Y
+7.0%
3Y
+16.8%
5Y
+15.2%
Want a personalised recommendation?
Our team will tell you whether this fund fits your goals, allocation and risk profile — and suggest peers if it doesn't.





