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Home Mf Research Sundaram Large And Mid Cap Fund Regular Plan Growth
SUNDARAM MUTUAL FUND

SUNDARAM LARGE AND MID CAP FUND - REGULAR PLAN - GROWTH

Equity Equity Mid Cap
Fund House : SUNDARAM MUTUAL FUND
Overview
Returns
Portfolio
SIP Calculator
Analysis
Peer Comparison
Fund Family
Scheme Details
-
-
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • SI
NAV (as on 2025-06-12)
83.64 -1.29%
Fund Size (Total Assets)
-
Expense Ratio (Regular)
-%
Expense Ratio (Direct)
-%
SIP Returns
Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-06-05 ₹1,000.00 ₹1,005.66
0.57 %
Two Week 2025-05-28 ₹1,000.00 ₹1,011.98
1.20 %
One Month 2025-05-13 ₹1,000.00 ₹1,027.73
2.77 %
Three Months 2025-03-17 ₹3,000.00 ₹3,191.49
6.38 %
Six Months 2024-12-16 ₹6,000.00 ₹6,298.99
4.98 %
One Year 2024-06-12 ₹12,000.00 ₹12,236.92
1.97 %
Three Year 2022-06-13 ₹36,000.00 ₹45,985.90
27.74 %
Five Year 2020-06-15 ₹60,000.00 ₹92,419.88
54.03 %
Ten Year 2015-06-15 ₹120,000.00 ₹271,150.70
125.96 %
Since Inception 2007-02-27 ₹223,000.00 ₹928,855.54
316.53 %
Portfolio Summary
Company Name Sector Sector Type Nav(in %)
Kajaria Ceramics Ltd Consumer Durables Equity 0.86
TREPS - Debt 7.84
Cummins India Ltd Industrial Products Equity 3.42
Coromandel International Ltd Fertilizers & Agrochemicals Equity 3.21
The Federal Bank Ltd Banks Equity 3.15
Kalyan Jewellers India Ltd Consumer Durables Equity 2.73
Lupin Ltd Pharmaceuticals & Biotechnology Equity 2.22
Fortis Health Care Ltd Healthcare Services Equity 2.22
Persistent Systems Ltd It - Software Equity 2.21
GE Vernova T and D India Ltd Electrical Equipment Equity 2.14
Marico Ltd Agricultural Food & Other Products Equity 2.09
Hindustan Petroleum Corporation Ltd Petroleum Products Equity 2.05
Indian Bank Banks Equity 2.01
Mahindra & Mahindra Financial Services Ltd Finance Equity 1.98
BSE Ltd Capital Markets Equity 1.82
Jindal Steel & Power Ltd Ferrous Metals Equity 1.78
The Phoenix Mills Ltd Realty Equity 1.74
PB Fintech Ltd Financial Technology (Fintech) Equity 1.72
JK Cement Ltd Cement & Cement Products Equity 1.71
Coforge Ltd It - Software Equity 1.70
Bharat Electronics Ltd Aerospace & Defense Equity 1.67
Alkem Laboratories Ltd Pharmaceuticals & Biotechnology Equity 1.60
Apollo Tyres Ltd Auto Components Equity 1.58
Indus Towers Ltd (Prev Bharti Infratel Ltd) Telecom - Services Equity 1.58
Delhivery Ltd Transport Services Equity 1.57
United Breweries Ltd Beverages Equity 1.54
Jubilant Foodworks Ltd Leisure Services Equity 1.53
TVS Holdings Ltd Finance Equity 1.52
Max Healthcare Institute Ltd Healthcare Services Equity 1.42
Chalet Hotels Ltd Leisure Services Equity 1.39
Union Bank of India Banks Equity 1.33
Supreme Industries Ltd Industrial Products Equity 1.31
LIC Housing Finance Ltd Finance Equity 1.25
ACC Ltd Cement & Cement Products Equity 1.18
Dr Lal Path Labs Ltd Healthcare Services Equity 1.16
Polycab India Ltd Industrial Products Equity 1.16
AU Small Finance Bank Ltd Banks Equity 1.12
Torrent Power Ltd Power Equity 1.11
Astral Ltd Industrial Products Equity 1.07
TVS Motor Company Ltd Automobiles Equity 1.05
ZF Commercial Vehicle Control Systems I Ltd Auto Components Equity 1.01
Oberoi Realty Ltd Realty Equity 1.01
Crompton Greaves Consumer Electricals Ltd Consumer Durables Equity 1.01
L&T Technology Services Ltd It - Services Equity 1.01
Prestige Estates Projects Ltd Realty Equity 1.00
Devyani international limited Leisure Services Equity 0.99
ICICI Prudential Life Insurance Company Ltd Insurance Equity 0.99
Deepak Nitrite Ltd Chemicals & Petrochemicals Equity 0.97
Max Financial Services Ltd Insurance Equity 0.95
Mankind Pharma Ltd Pharmaceuticals & Biotechnology Equity 0.93
APL Apollo Tubes Ltd Industrial Products Equity 0.93
Computer Age Management Services Ltd Capital Markets Equity 0.93
UNO Minda Ltd Auto Components Equity 0.91
Shriram Finance Ltd Finance Equity 0.89
Schaeffler India Ltd Auto Components Equity 0.88
Bharti Hexacom Ltd Telecom - Services Equity 0.87
Zydus Lifesciences Ltd Pharmaceuticals & Biotechnology Equity 0.85
Bharat Heavy Electricals Ltd Electrical Equipment Equity 0.81
PI Industries Ltd Fertilizers & Agrochemicals Equity 0.79
FSN E–Commerce Ventures Ltd(NYKAA) Retailing Equity 0.77
Amber Enterprises India Ltd Consumer Durables Equity 0.76
Sona BLW Precision Forgings Ltd Auto Components Equity 0.70
Grindwell Norton Ltd Industrial Products Equity 0.68
Trent Ltd Retailing Equity 0.65
Gujarat State Petronet Ltd Gas Equity 0.64
Voltas Ltd Consumer Durables Equity 0.45
Dixon Technologies (India) Ltd Consumer Durables Equity 0.42
Ola Electric Mobility Ltd Automobiles Equity 0.42
Emami Ltd Personal Products Equity 0.39
Tube Investments of India Ltd Auto Components Equity 0.38
The Indian Hotels Company Ltd Leisure Services Equity 0.38
Suzlon Energy Ltd Electrical Equipment Equity 0.31
MphasiS Ltd It - Software Equity 0.23
Gujarat Gas Co Ltd Gas Equity 0.12
Mahindra & Mahindra Financial Services Ltd Finance - 0.06
TREPS - Debt 6.45
Sundaram Liquid Fund - Direct Growth - Debt 0.43
Cash and Other Net Current Assets - Cash 1.01
HDFC Bank Ltd Banks Equity 5.66
ICICI Bank Ltd Banks Equity 4.55
Reliance Industries Ltd Petroleum Products Equity 4.42
State Bank of India Banks Equity 2.89
Bharti Airtel Ltd Telecom - Services Equity 2.50
Axis Bank Ltd Banks Equity 2.50
Kotak Mahindra Bank Ltd Banks Equity 2.18
Amber Enterprises India Ltd Consumer Durables Equity 2.04
Larsen & Toubro Ltd Construction Equity 1.94
Alkem Laboratories Ltd Pharmaceuticals & Biotechnology Equity 1.93
Infosys Ltd It - Software Equity 1.87
Marico Ltd Agricultural Food & Other Products Equity 1.83
UNO Minda Ltd Auto Components Equity 1.81
Jubilant Foodworks Ltd Leisure Services Equity 1.69
Bank of Baroda Banks Equity 1.53
Bajaj Finance Ltd Finance Equity 1.51
Ultratech Cement Ltd Cement & Cement Products Equity 1.51
United Breweries Ltd Beverages Equity 1.48
Hindustan Petroleum Corporation Ltd Petroleum Products Equity 1.42
JK Cement Ltd Cement & Cement Products Equity 1.40
Bharti Hexacom Ltd Telecom - Services Equity 1.40
Fortis Health Care Ltd Healthcare Services Equity 1.38
Mankind Pharma Ltd Pharmaceuticals & Biotechnology Equity 1.33
Lupin Ltd Pharmaceuticals & Biotechnology Equity 1.32
Prestige Estates Projects Ltd Realty Equity 1.32
Multi Commodity Exchange of India Ltd Capital Markets Equity 1.29
Mahindra & Mahindra Financial Services Ltd Finance Equity 1.29
PI Industries Ltd Fertilizers & Agrochemicals Equity 1.29
Persistent Systems Ltd It - Software Equity 1.27
Sun Pharmaceutical Industries Ltd Pharmaceuticals & Biotechnology Equity 1.26
Hindustan Aeronautics Ltd Aerospace & Defense Equity 1.23
Dr Lal Path Labs Ltd Healthcare Services Equity 1.21
Max Financial Services Ltd Insurance Equity 1.17
Info Edge (India) Ltd Retailing Equity 1.16
The Indian Hotels Company Ltd Leisure Services Equity 1.15
Affle (India) Ltd It - Services Equity 1.12
The Federal Bank Ltd Banks Equity 1.09
Grasim Industries Ltd Cement & Cement Products Equity 1.09
Max Healthcare Institute Ltd Healthcare Services Equity 1.08
Bharat Petroleum Corporation Ltd Petroleum Products Equity 1.07
Cummins India Ltd Industrial Products Equity 1.06
Schaeffler India Ltd Auto Components Equity 1.04
Polycab India Ltd Industrial Products Equity 1.03
Cholamandalam Investment and Finance Company Ltd Finance Equity 1.02
NTPC LTD Power Equity 1.00
ITC Ltd Diversified Fmcg Equity 0.97
Apollo Tyres Ltd Auto Components Equity 0.95
Metro Brands Ltd Consumer Durables Equity 0.90
Zomato Ltd Retailing Equity 0.89
Varun Beverages Ltd Beverages Equity 0.89
Tube Investments of India Ltd Auto Components Equity 0.88
The Phoenix Mills Ltd Realty Equity 0.86
Tata Motors Ltd Automobiles Equity 0.86
Jindal Steel & Power Ltd Ferrous Metals Equity 0.85
Torrent Power Ltd Power Equity 0.82
ABB India Ltd Electrical Equipment Equity 0.81
TATA Power Company Ltd Power Equity 0.78
Titan Company Ltd Consumer Durables Equity 0.78
Kirloskar Oil Engines Ltd Industrial Products Equity 0.78
FSN E–Commerce Ventures Ltd(NYKAA) Retailing Equity 0.75
JSW Infrastructure Ltd Transport Infrastructure Equity 0.75
Devyani international limited Leisure Services Equity 0.70
Delhivery Ltd Transport Services Equity 0.70
Kalyan Jewellers India Ltd Consumer Durables Equity 0.70
Tata Consultancy Services Ltd It - Software Equity 0.67
Indus Towers Ltd (Prev Bharti Infratel Ltd) Telecom - Services Equity 0.66
ACC Ltd Cement & Cement Products Equity 0.66
MphasiS Ltd It - Software Equity 0.65
Coforge Ltd It - Software Equity 0.51
Emami Ltd Personal Products Equity 0.46
Ola Electric Mobility Ltd Automobiles Equity 0.43
Triveni Turbine Ltd Electrical Equipment Equity 0.26
Mahindra & Mahindra Financial Services Ltd Finance - 0.04
TREPS - Debt 2.89
Cash and Other Net Current Assets - Cash 0.79
ICICI Bank Ltd Banks Equity 10.07
HDFC Bank Ltd Banks Equity 10.04
Bharti Airtel Ltd Telecom - Services Equity 5.34
Infosys Ltd It - Software Equity 4.91
Reliance Industries Ltd Petroleum Products Equity 4.23
Dr. Reddys Laboratories Ltd Pharmaceuticals & Biotechnology Equity 3.76
Axis Bank Ltd Banks Equity 3.43
Sun Pharmaceutical Industries Ltd Pharmaceuticals & Biotechnology Equity 3.27
Bharat Petroleum Corporation Ltd Petroleum Products Equity 3.14
State Bank of India Banks Equity 3.13
Kotak Mahindra Bank Ltd Banks Equity 3.03
Larsen & Toubro Ltd Construction Equity 3.01
ICICI Lombard General Insurance Company Ltd Insurance Equity 3.00
Tech Mahindra Ltd It - Software Equity 2.77
Maruti Suzuki India Ltd Automobiles Equity 2.39
Avenue Supermarts Ltd Retailing Equity 2.34
TVS Motor Company Ltd Automobiles Equity 2.28
Interglobe Aviation Ltd Transport Services Equity 2.28
Ultratech Cement Ltd Cement & Cement Products Equity 2.05
NTPC LTD Power Equity 1.93
Hindalco Industries Ltd Non - Ferrous Metals Equity 1.93
Craftsman Automation Ltd Auto Components Equity 1.80
Bajaj Auto Ltd Automobiles Equity 1.79
Varun Beverages Ltd Beverages Equity 1.66
HCL Technologies Ltd It - Software Equity 1.38
SBI Life Insurance Company Ltd Insurance Equity 1.22
Jubilant Foodworks Ltd Leisure Services Equity 1.13
United Spirits Ltd Beverages Equity 1.06
TATA Consumer Products Ltd Agricultural Food & Other Products Equity 1.04
Info Edge (India) Ltd Retailing Equity 0.99
KEI Industries Ltd Industrial Products Equity 0.90
SIP Calculator
Risk Ratios
Standard Deviation
13.7
Beta
0.9
Sharpe Ratio
1.5
Lock In Period
-
Residual Maturity
-
Standard Deviation:
Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.
Beta:
Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.
Sharpe Ratio:
The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.
Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.
Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.
Scheme Details
  • Fund manager(s) : S Bharath (22 years), Ratish B Varier (18 years), Sudhir Kedia (18 years), Bharath S (22 years), Bharath S (22 years), Ashish Aggarwal (20 years),
  • Expense ration regular : -
  • Expense ration direct : -
  • Launch date : -
  • Benchmark : -
  • Min SIP amount : -
  • Max SIP amount : -
  • Min investment amount (one time- first time) : ₹100.00
  • Type : equity
Exit load
If up to 25% of the units are redeemed within 365 days: No Exit Load. If more than 25%, exit load of 1% applies.

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