Sundaram Large and Mid Cap Fund-Growth
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Equity, Large & MidCap, Principal at very high risk
1 Year Return 1.5% at 22 Dec 2025 06:32 PM
Fund Details
NAV 87.5568
Sub-Type Large & MidCap
Rating 2
Min. SIP Amount ₹100.0
Fund Age(Year) 18.82
Fund Size(in Crores) 7046.83
Fund Performance
1 Month -1.19%
3 Month 0.67%
6 Month 6.02%
1 Year 1.5%
3 Year 15.69%
5 Year 17.14%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (96.77%) Market Cap Small Cap 10.31 Large Cap 46.23 Mid Cap 40.23 Top Sectors Financial 27.76 Healthcare 9.7 Energy 8.65 Services 8.62 Capital Goods 7.42 Technology 5.66 Automobile 5.44 Construction 4.77 Consumer Staples 4.33 Communication 4.13 Materials 3.16 Consumer Discretionary 2.79 Chemicals 2.56 Metals & Mining 1.78 Top Holding PI Industries 1.08 Jubilant FoodWorks 1.71 Torrent Power 0.79 Max Healthcare Institute 0.99 LG Electronics India 0.15 Bharti Airtel 2.68 Prestige Estates Projects 1.64 Hindustan Aero 1.61 Dr. Lal Pathlabs 1.2 Ultratech Cement 1.52 United Breweries 1.2 Max Financial Services 1.26 Devyani International 0.56 Kirloskar Oil Engines 0.99 JK Cement 1.39 State Bank of India 3.3 Escorts Kubota 0.19 Amber Enterprises India 2.04 Apollo Tyres 0.91 FSN E-Commerce Ventures 1.44 Coforge 1.08 Delhivery 0.76 Hindustan Petroleum Corporation 1.4 Tata Power Company 0.89 Eternal 1 The Federal Bank 1.63 Kalyan Jewellers India 0.59 HDFC Bank 5.76 Affle 3I 1.01 Mankind Pharma 1.18 Reliance Industries 4.47 Infosys 2.66 Mahindra & Mahindra Financial Services 2.1 Axis Bank 2.45 Cholamandalam Investment and Finance Company 1.01 Bank of Baroda 1.69 JSW Infrastructure 0.36 Emami 0.83 MCX 1.5 Bajaj Finance 1.55 Coromandel International 1.47 Adani Ports and Special Economic Zone 1.29 Gland Pharma 0.61 Mahindra & Mahindra 1.73 Sun Pharmaceutical Industries 1.04 IDFC First Bank 0.97 Larsen & Toubro 2.02 Bharat Petroleum Corporation 1.11 Schaeffler India 0.87 Fortis Healthcare 1.57 Kotak Mahindra Bank 2.11 Motilal Oswal Financial Services 1.06 Alkem Laboratories 1.87 Lupin 1.24 SKF India (Industrial) 0.38 Jindal Steel 1.78 UNO Minda 1.85 Procter & Gamble Hygiene and Health Care 0.62 Berger Paints India 0.25 Polycab India 1.33 SKF India 0.27 Marico 1.68 Bharti Hexacom 1.44 ICICI Bank 2.89 ZF Commercial 0.75 Cummins India 1.97 The Phoenix Mills 1.11 Persistent Systems 0.9
Debt & Others (3.23%) Sector Allocation Repo 2.78 Cash/Net Current Assets 0.45 Debt Credit Ratings Debt Category Others 3.23
Comparison with same funds
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.81%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Bharath S.
Education Mr. Bharath is a B Com (H), MBA and ICWA.
Experience Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Ashish Aggarwal
Education Mr. Aggarwal has done BE, PGPM
Experience Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, IL&FS Investsmart, Tata Securities and Antique Stock Broking.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 34
Date of Incorporation 2007-02-27
Total AUM 2025-11-30
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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