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

Mutual Fund Research

Sundaram Large And Mid Cap Fund - Regular Plan - Growth

SUNDARAM MUTUAL FUND Equity Equity Large Mid Cap

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-28 ₹1,000.00 ₹1,036.04 +3.60%
Two Week 2026-10-21 ₹1,000.00 ₹1,034.07 +3.41%
One Month 2026-10-05 ₹1,000.00 ₹991.86 -0.81%
Three Months 2026-08-06 ₹3,000.00 ₹2,870.12 -4.33%
Six Months 2026-05-08 ₹6,000.00 ₹5,940.50 -0.99%
One Year 2025-11-04 ₹12,000.00 ₹12,126.13 +1.05%
Three Year 2023-11-06 ₹36,000.00 ₹38,958.72 +8.22%
Five Year 2021-11-08 ₹60,000.00 ₹77,294.20 +28.82%
Ten Year 2016-11-07 ₹120,000.00 ₹237,368.07 +97.81%
Since Inception 2007-02-27 ₹240,000.00 ₹996,036.61 +315.02%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Retailing 11.68%
Banks 10.07%
Finance 9.93%
Electrical Equipment 8.94%
It - Software 7.39%
Industrial Products 7.21%
Beverages 5.19%
Transport Services 4.89%
Automobiles 4.89%
Financial Technology (Fintech) 4.77%
Realty 3.60%
Consumer Durables 3.41%
Other 3.28%
Construction 2.89%
It - Services 2.47%
Auto Components 2.43%
Telecom - Services 2.22%
Cement & Cement Products 2.19%
Capital Markets 1.37%
Healthcare Services 1.19%

Top Holdings

Company-wise portfolio exposure

Radico Khaitan Ltd 5.19%
Lenskart Solutions Limited 4.67%
Eternal Ltd (Previously Zomato Ltd) 4.11%
MTAR Technologies Ltd 3.84%
One 97 Communications Ltd 3.73%
Shriram Finance Ltd 3.73%
Kalyan Jewellers India Ltd 3.41%
Five-Star Business Finance Ltd 3.28%
TD Power Systems Ltd 3.27%
Ujjivan Small Finance Bank Ltd 3.20%
Oracle Financial Services Software Ltd 3.15%
Cholamandalam Investment and Finance Company Ltd 2.92%
Interglobe Aviation Ltd 2.91%
FSN E–Commerce Ventures Ltd(NYKAA) 2.90%
Larsen & Toubro Ltd 2.89%
Kirloskar Oil Engines Ltd 2.84%
TVS Motor Company Ltd 2.71%
Affle (India) Ltd 2.47%
Cummins India Ltd 2.47%
ICICI Bank Ltd 2.41%
IDFC First Bank Ltd 2.39%
Rate Gain Travel Technologies Ltd 2.29%
Bharti Airtel Ltd 2.22%
Ultratech Cement Ltd 2.19%
Mahindra & Mahindra Ltd 2.19%
State Bank of India 2.07%
Delhivery Ltd 1.98%
Coforge Ltd 1.95%
Polycab India Ltd 1.90%
Thermax Ltd 1.83%
Prestige Estates Projects Ltd 1.81%
The Phoenix Mills Ltd 1.79%
ICICI Prudential Asset Management Company Ltd 1.37%
Dhoot Transmission Ltd 1.26%
Fortis Health Care Ltd 1.19%
S.J.S. Enterprises Ltd 1.17%
PB Fintech Ltd 1.03%
TREPS 3.06%
Cash and Other Net Current Assets 0.22%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
15.90%
Return volatility
β
Beta
1
Benchmark sensitivity
S
Sharpe Ratio
0.7
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Qsif Equity Long-Short Fund - Regular Plan - Growth 9.49% 0.00% 10.07%
Quant Large And Mid Cap Fund - Regular Plan - Growth 7.16% 14.19% 13.47%
HSBC Large & Mid Cap Fund - Regular Plan - Growth 6.55% 16.45% 15.16%
Invesco India Large & Mid Cap Fund - Regular Plan - Growth 5.32% 20.81% 13.18%
Motilal Oswal Large And Midcap Fund - Regular Plan - Growth 4.35% 20.46% 20.09%
Bank Of India Large And Mid Cap Fund - Regular Plan - Growth 2.71% 13.29% 13.71%
Axis Large & Mid Cap Fund - Regular Plan - Growth 2.48% 14.05% 16.57%
Bank Of India Large And Mid Cap Fund - Regular Plan - Growth 1.98% 12.49% 13.05%
Union Large And Midcap Fund - Regular Plan - Growth 1.75% 11.81% 15.25%
Helios Large And Midcap Fund - Regular Plan - Growth 0.90% 0.00% 5.70%

Returns are historical and do not guarantee future performance.

View All Equity Large Mid Cap Funds

Fund Family

Compare schemes from SUNDARAM MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Sundaram Global Brand Theme-Equity Active FOF - Regular Plan - Growth 16.72% 18.97% 8.06%
Sundaram Liquid Fund - Regular Plan - Growth 6.32% 6.74% 27.33%
Sundaram Money Market Fund - Regular Plan - Growth 6.20% 7.08% 6.20%
Sundaram Arbitrage Fund - Regular Plan - Growth 5.99% 6.40% 5.92%
Sundaram Ultra Short Term Fund - Regular Plan - Growth 5.17% 5.91% 35.00%
Sundaram Overnight Fund - Regular Plan - Growth 5.13% 5.89% 5.12%
Sundaram Ultra Short To Short Term Fund - Regular Plan - Growth 4.90% 6.41% 29.56%
Sundaram Short Term Fund - Regular Plan - Growth 4.32% 6.73% 6.01%
Sundaram Small Cap Fund - Regular Plan - Growth 4.22% 12.95% 16.55%
Sundaram Banking And PSU Debt Fund - Regular Plan - Growth 3.94% 6.73% 7.21%

Returns are historical and do not guarantee future performance.

View All SUNDARAM MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

Long-term capital appreciation

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.36%
Expense Ratio (Direct)
1.35%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty Large Mid Cap 250 TRI

Exit Load

Charges that may apply when you redeem units

Upto 25%, within 365 days from the date of allotment: Nil. More than 25% within 365 days from the date of allotment: 1%. >365 days: Nil
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