Sundaram Large and Mid Cap Fund-Growth

Fund Details

NAV 86.9963

Sub-Type Large & MidCap

Rating 3

Min. SIP Amount ₹100.0

Fund Age(Year) 18.94

Fund Size(in Crores) 6986.66

Fund Performance

1 Month -2.33%

3 Month -1.47%

6 Month 3.21%

1 Year 8.4%

3 Year 17.18%

5 Year 15.04%

Know This Fund

As on 05 Feb 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (97.64%) Market Cap Large Cap 37.3 Mid Cap 28.98 Small Cap 31.36 Top Sectors Metals & Mining 12.9 Services 11.73 Capital Goods 9.78 Financial 9.27 Chemicals 8.87 Automobile 7.28 Materials 7.17 Construction 6.8 Consumer Discretionary 5.09 Communication 5.01 Healthcare 3.53 Consumer Staples 3.02 Technology 2.93 Insurance 2.23 Textiles 1.24 Energy 0.65 Others 0.15 Top Holding V-Guard Industries 0.58 TVS Motor Company 1.05 Belrise Industries 0.22 Voltas 0.56 BSE 2.26 CE Info Systems 0.02 FSN E-Commerce Ventures 1.02 Jindal Steel 2.46 Gujarat Fluorochemicals 0.17 Schaeffler India 0.04 Supreme Petrochem 0 Tata Steel 1.07 Whirlpool Of India 0.25 JSW Steel 1.61 JM Financial 0.18 PB Fintech 1.79 Info Edge (India) 0.47 Cummins India 0.29 Alkyl Amines Chemicals 0.01 Vesuvius India 0.38 Orient Electric 0.59 Samvardhana Motherson 1.32 AIA Engineering 0.78 ICICI Prudential 1.12 SRF 0.79 TBO Tek 0.01 EIH 0.36 CIE Automotive India 0.51 Cyient 0.74 Gujarat Narmada Fert & Chem 0.48 Oberoi Realty 1.23 Grindwell Norton 0.19 NOCIL 0.15 Fine Organic Industries 0.15 Indian Railway Catering & Tourism 0.83 AWL Agri Business 1.15 Supreme Industries 0.25 The Phoenix Mills 1.56 Bharti Airtel 4.04 Bajaj Finserv 0.65 Kalpataru Projects Intl. 0.54 Polycab India 0.47 Birlasoft 0.59 Thyrocare Technologies 0.36 Camlin Fine Sciences 0.24 Mahindra & Mahindra 0.77 HDFC Bank 1.05 United Foodbrands 0.06 Siemens 0.2 Rain Industries 0.44 Deepak Nitrite 0.74 Godrej Properties 0.42 UPL 1.37 Gujarat Gas 0.15 Bajaj Electricals 0.55 RHI Magnesita 0.51 Sansera Engineering 0.03 Grasim Industries 1.11 Astrazeneca Pharma India 0.12 Manappuram Finance 0.47 JSW Energy 0 Biocon 0.7 Carborundum Universal 0.29 Sona BLW Precision Forgings 0.63 Thermax 0.52 MCX 0.84 Tech Mahindra 0.66 Triveni Turbine 0.5 Apar Industries 1.28 Piramal Pharma 0.19 Hindustan Aero 1.74 Kalpataru 0.15 Graphite India 0.13 360 One Wam 0.41 Bajaj Auto 0.88 Chambal Fertilisers and Chemicals 0.05 TeamLease Services 0.29 Max Financial Services 0.67 Endurance Technologies 0.06 Star Health and Allied Insurance Company 0.8 Laxmi Organic Industries 0.42 Atul 0.85 Jindal Stainless 0.13 Usha Martin 0.07 Paradeep Phosphates 1.09 GE Vernova T&D 0.76 Maruti Suzuki India 0.72 Axis Bank 2.44 Jyoti CNC Automation 0.3 CMS Info Systems 0.65 Ingersoll-Rand 0.01 Krishna Institute 0.01 Archean Chemical Industries 0.12 Interglobe Aviation 2.22 Mold-Tek Packaging 0.36 Bharti Hexacom 0.73 Akzo Nobel India 0.24 Syngene International 1.31 Affle 3I 0.8 Ultratech Cement 2.67 TVS Motor Company - Pref. Shares 0.01 PNC Infratech 0.36 CreditAccess Grameen 0.02 Mastek 0.11 Kei Industries 1.16 Kotak Mahindra Bank 0.14 Lenskart Solutions 0.42 K.P.R. Mill 1.24 PI Industries 0.6 JSW Infrastructure 0.02 UTI Asset Mgmt 0.07 Equitas Small Finance Bank 0.23 Balrampur Chini Mills 0.45 IEX 0.04 Mangalore Refinery And Petrochemicals 0.5 Astral 0.36 Aditya Birla Lifestyle Brands 0.9 Astra Microwave Products 0.25 VIP Industries 0.55 Sobha 1.25 The Ramco Cements 0.18 National Aluminium Company 0.1 Afcons Infrastructure 0.03 Birla Corporation 0.31 JK Lakshmi Cement 0.27 Indusind Bank 0.76 JK Cement 0.12 Aditya Birla Real Estate 0.13 Tata Chemicals 1.22 Titan Company 0.41 Rainbow Children's 0.53 Vedanta 4.22 Blue Star 1.19 SBI Life Insurance Company 0.31 APL Apollo Tubes 1.47 Navin Fluorine International 0 Gufic Biosciences 0.31 Aarti Industries 0.03 Prestige Estates Projects 0.82 Rolex Rings 0.17 CG Power 1.02 Balkrishna Industries 0.17 Nippon Life India Asset Management 0.73 IRB Infra Dev 0.47 Ambuja Cements 1.15 ABB India 1.54 Nirlon 0.19 Deepak Fertilisers And Petrochemicals Corporation 0.1 Bharat Forge 1.42 CSB Bank 0.48 SBI Cards 0.98

Debt & Others (2.36%) Sector Allocation Treasury Bills 0.31 Net Payables -0.14 Repo 2.09 Debt Credit Ratings Debt Category Reserve Bank of India 0.31 Others 2.05

Comparison with same funds

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.8%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

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.

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.

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) 53

Date of Incorporation 2007-02-27

Total AUM 2025-12-31

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.