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

SUNDARAM LARGE AND MID CAP FUND - REGULAR PLAN - GROWTH

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Fund info
NAV (as on 2025-07-18)
85.19 -0.65%
AUM (Fund Size)
75
Expense Ratio
1.81%
Exit load
Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. Any redemptions or withdrawals by way of SWP in excess of the above mentioned limit would be subject to an exit load of 1 % of the applicable NAV will be charged, if the units are redeemed within 365 days from the date of allotment of units. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. Further, exit load will be waived on Intra-scheme and Inter scheme Switchouts/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis
Risk
Very High Risk
AMC
SUNDARAM MUTUAL FUND
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-07-11 ₹1,000.00 ₹1,003.06
0.31 %
Two Week 2025-07-03 ₹1,000.00 ₹996.81
-0.32 %
One Month 2025-06-18 ₹1,000.00 ₹1,022.48
2.25 %
Three Months 2025-04-21 ₹3,000.00 ₹3,107.16
3.57 %
Six Months 2025-01-20 ₹6,000.00 ₹6,387.02
6.45 %
One Year 2024-07-18 ₹12,000.00 ₹12,425.15
3.54 %
Three Year 2022-07-19 ₹36,000.00 ₹46,106.90
28.07 %
Five Year 2020-07-20 ₹60,000.00 ₹91,579.12
52.63 %
Ten Year 2015-07-21 ₹120,000.00 ₹273,220.70
127.68 %
Since Inception 2007-02-27 ₹224,000.00 ₹947,152.59
322.84 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity 196%
Debt 15%
Others 0%

Sectors Holding in SUNDARAM LARGE AND MID CAP FUND - REGULAR PLAN - GROWTH

Consumer Durables
5%
Other
16%
Industrial Products
8%
Fertilizers & Agrochemicals
4%
Banks
53%
Pharmaceuticals & Biotechnology
13%
Healthcare Services
7%
It - Software
12%
Electrical Equipment
2%
Agricultural Food & Other Products
4%
Petroleum Products
15%
Finance
6%
Capital Markets
2%
Ferrous Metals
1%
Realty
4%
Financial Technology (Fintech)
1%
Cement & Cement Products
7%
Aerospace & Defense
2%
Auto Components
5%
Telecom - Services
9%
Transport Services
3%
Beverages
4%
Leisure Services
5%
Power
3%
Automobiles
6%
It - Services
2%
Insurance
5%
Chemicals & Petrochemicals
0%
Retailing
3%
Gas
0%
Personal Products
0%
Construction
4%
Diversified Fmcg
0%
Transport Infrastructure
0%
Non - Ferrous Metals
1%

Companies Holding in SUNDARAM LARGE AND MID CAP FUND - REGULAR PLAN - GROWTH

Kajaria Ceramics Ltd
0.86%
TREPS
7.84%
Cummins India Ltd
3.42%
Coromandel International Ltd
3.21%
The Federal Bank Ltd
3.15%
Kalyan Jewellers India Ltd
2.73%
Lupin Ltd
2.22%
Fortis Health Care Ltd
2.22%
Persistent Systems Ltd
2.21%
GE Vernova T And D India Ltd
2.14%
Marico Ltd
2.09%
Hindustan Petroleum Corporation Ltd
2.05%
Indian Bank
2.01%
Mahindra & Mahindra Financial Services Ltd
1.98%
BSE Ltd
1.82%
Jindal Steel & Power Ltd
1.78%
The Phoenix Mills Ltd
1.74%
PB Fintech Ltd
1.72%
JK Cement Ltd
1.71%
Coforge Ltd
1.70%
Bharat Electronics Ltd
1.67%
Alkem Laboratories Ltd
1.60%
Apollo Tyres Ltd
1.58%
Indus Towers Ltd (Prev Bharti Infratel Ltd)
1.58%
Delhivery Ltd
1.57%
United Breweries Ltd
1.54%
Jubilant Foodworks Ltd
1.53%
TVS Holdings Ltd
1.52%
Max Healthcare Institute Ltd
1.42%
Chalet Hotels Ltd
1.39%
Union Bank Of India
1.33%
Supreme Industries Ltd
1.31%
LIC Housing Finance Ltd
1.25%
ACC Ltd
1.18%
Dr Lal Path Labs Ltd
1.16%
Polycab India Ltd
1.16%
AU Small Finance Bank Ltd
1.12%
Torrent Power Ltd
1.11%
Astral Ltd
1.07%
TVS Motor Company Ltd
1.05%
ZF Commercial Vehicle Control Systems I Ltd
1.01%
Oberoi Realty Ltd
1.01%
Crompton Greaves Consumer Electricals Ltd
1.01%
L&T Technology Services Ltd
1.01%
Prestige Estates Projects Ltd
1.00%
Devyani International Limited
0.99%
ICICI Prudential Life Insurance Company Ltd
0.99%
Deepak Nitrite Ltd
0.97%
Max Financial Services Ltd
0.95%
Mankind Pharma Ltd
0.93%
APL Apollo Tubes Ltd
0.93%
Computer Age Management Services Ltd
0.93%
UNO Minda Ltd
0.91%
Shriram Finance Ltd
0.89%
Schaeffler India Ltd
0.88%
Bharti Hexacom Ltd
0.87%
Zydus Lifesciences Ltd
0.85%
Bharat Heavy Electricals Ltd
0.81%
PI Industries Ltd
0.79%
FSN E–Commerce Ventures Ltd(NYKAA)
0.77%
Amber Enterprises India Ltd
0.76%
Sona BLW Precision Forgings Ltd
0.70%
Grindwell Norton Ltd
0.68%
Trent Ltd
0.65%
Gujarat State Petronet Ltd
0.64%
Voltas Ltd
0.45%
Dixon Technologies (India) Ltd
0.42%
Ola Electric Mobility Ltd
0.42%
Emami Ltd
0.39%
Tube Investments Of India Ltd
0.38%
The Indian Hotels Company Ltd
0.38%
Suzlon Energy Ltd
0.31%
MphasiS Ltd
0.23%
Gujarat Gas Co Ltd
0.12%
Mahindra & Mahindra Financial Services Ltd
0.06%
TREPS
6.45%
Sundaram Liquid Fund - Direct Growth
0.43%
Cash And Other Net Current Assets
1.01%
HDFC Bank Ltd
5.66%
ICICI Bank Ltd
4.55%
Reliance Industries Ltd
4.42%
State Bank Of India
2.89%
Bharti Airtel Ltd
2.50%
Axis Bank Ltd
2.50%
Kotak Mahindra Bank Ltd
2.18%
Amber Enterprises India Ltd
2.04%
Larsen & Toubro Ltd
1.94%
Alkem Laboratories Ltd
1.93%
Infosys Ltd
1.87%
Marico Ltd
1.83%
UNO Minda Ltd
1.81%
Jubilant Foodworks Ltd
1.69%
Bank Of Baroda
1.53%
Bajaj Finance Ltd
1.51%
Ultratech Cement Ltd
1.51%
United Breweries Ltd
1.48%
Hindustan Petroleum Corporation Ltd
1.42%
JK Cement Ltd
1.40%
Bharti Hexacom Ltd
1.40%
Fortis Health Care Ltd
1.38%
Mankind Pharma Ltd
1.33%
Lupin Ltd
1.32%
Prestige Estates Projects Ltd
1.32%
Multi Commodity Exchange Of India Ltd
1.29%
Mahindra & Mahindra Financial Services Ltd
1.29%
PI Industries Ltd
1.29%
Persistent Systems Ltd
1.27%
Sun Pharmaceutical Industries Ltd
1.26%
Hindustan Aeronautics Ltd
1.23%
Dr Lal Path Labs Ltd
1.21%
Max Financial Services Ltd
1.17%
Info Edge (India) Ltd
1.16%
The Indian Hotels Company Ltd
1.15%
Affle (India) Ltd
1.12%
The Federal Bank Ltd
1.09%
Grasim Industries Ltd
1.09%
Max Healthcare Institute Ltd
1.08%
Bharat Petroleum Corporation Ltd
1.07%
Cummins India Ltd
1.06%
Schaeffler India Ltd
1.04%
Polycab India Ltd
1.03%
Cholamandalam Investment And Finance Company Ltd
1.02%
NTPC LTD
1.00%
ITC Ltd
0.97%
Apollo Tyres Ltd
0.95%
Metro Brands Ltd
0.90%
Zomato Ltd
0.89%
Varun Beverages Ltd
0.89%
Tube Investments Of India Ltd
0.88%
The Phoenix Mills Ltd
0.86%
Tata Motors Ltd
0.86%
Jindal Steel & Power Ltd
0.85%
Torrent Power Ltd
0.82%
ABB India Ltd
0.81%
TATA Power Company Ltd
0.78%
Titan Company Ltd
0.78%
Kirloskar Oil Engines Ltd
0.78%
FSN E–Commerce Ventures Ltd(NYKAA)
0.75%
JSW Infrastructure Ltd
0.75%
Devyani International Limited
0.70%
Delhivery Ltd
0.70%
Kalyan Jewellers India Ltd
0.70%
Tata Consultancy Services Ltd
0.67%
Indus Towers Ltd (Prev Bharti Infratel Ltd)
0.66%
ACC Ltd
0.66%
MphasiS Ltd
0.65%
Coforge Ltd
0.51%
Emami Ltd
0.46%
Ola Electric Mobility Ltd
0.43%
Triveni Turbine Ltd
0.26%
Mahindra & Mahindra Financial Services Ltd
0.04%
TREPS
2.89%
Cash And Other Net Current Assets
0.79%
ICICI Bank Ltd
10.07%
HDFC Bank Ltd
10.04%
Bharti Airtel Ltd
5.34%
Infosys Ltd
4.91%
Reliance Industries Ltd
4.23%
Dr. Reddys Laboratories Ltd
3.76%
Axis Bank Ltd
3.43%
Sun Pharmaceutical Industries Ltd
3.27%
Bharat Petroleum Corporation Ltd
3.14%
State Bank Of India
3.13%
Kotak Mahindra Bank Ltd
3.03%
Larsen & Toubro Ltd
3.01%
ICICI Lombard General Insurance Company Ltd
3.00%
Tech Mahindra Ltd
2.77%
Maruti Suzuki India Ltd
2.39%
Avenue Supermarts Ltd
2.34%
TVS Motor Company Ltd
2.28%
Interglobe Aviation Ltd
2.28%
Ultratech Cement Ltd
2.05%
NTPC LTD
1.93%
Hindalco Industries Ltd
1.93%
Craftsman Automation Ltd
1.80%
Bajaj Auto Ltd
1.79%
Varun Beverages Ltd
1.66%
HCL Technologies Ltd
1.38%
SBI Life Insurance Company Ltd
1.22%
Jubilant Foodworks Ltd
1.13%
United Spirits Ltd
1.06%
TATA Consumer Products Ltd
1.04%
Info Edge (India) Ltd
0.99%
KEI Industries Ltd
0.90%

Risk Ratios

Std. Deviation N/A
Beta N/A
Sharpe Ratio N/A
Lock In Period N/A
Residual Maturity N/A

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.

Risk-O-Meter

Investors understand that their principal will be at
Very High Risk

Scheme Details

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
1.81
Expense Ratio Direct
0.77
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A
Fund managers
S Bharath
22 years Experience
Ratish B Varier
18 years Experience
Sudhir Kedia
18 years Experience
Bharath S
22 years Experience
Bharath S
22 years Experience
Ashish Aggarwal
20 years Experience

Exit load

Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. Any redemptions or withdrawals by way of SWP in excess of the above mentioned limit would be subject to an exit load of 1 % of the applicable NAV will be charged, if the units are redeemed within 365 days from the date of allotment of units. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. Further, exit load will be waived on Intra-scheme and Inter scheme Switchouts/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis

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