Sundaram Large and Mid Cap Fund-Growth

Fund Details

NAV 82.1657

Sub-Type Large & MidCap

Rating 3

Min. SIP Amount ₹100.0

Fund Age(Year) 19.04

Fund Size(in Crores) 6867.64

Fund Performance

1 Month -7.46%

3 Month -5.48%

6 Month -3.71%

1 Year 10.54%

3 Year 15.43%

5 Year 12.69%

Know This Fund

As on 12 Mar 2026

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

Equity (76.03%) Market Cap Mid Cap 11.66 Large Cap 56.37 Small Cap 7.99 Top Sectors Financial 25.9 Technology 6.37 Automobile 5.92 Energy 5.17 Healthcare 5.03 Consumer Staples 4.4 Services 4.19 Capital Goods 3.58 Construction 3.13 Communication 2.99 Materials 2.67 Metals & Mining 2.04 Consumer Discretionary 1.98 Chemicals 1.6 Insurance 0.82 Textiles 0.17 Others 0.04 Top Holding Tata Capital 0.28 Cyient DLM 0.31 NTPC 0.78 Kotak Mahindra Bank 1.84 HCL Technologies 0.29 Atul 0.58 Reliance Industries 3.98 Sun Pharmaceutical Industries 1.8 Bajaj Finserv 0.41 Eris Lifesciences 0.8 Sobha 0.45 Swiggy 0.42 Adani Ports and Special Economic Zone 0.26 Tech Mahindra 0.87 JK Cement 0.57 ICICI Lombard Gen. Insurance 0.82 Max Financial Services 0.65 Cello World 0.3 LTIMindtree 0.62 Honeywell Automation India 0.38 Apollo Hospitals Enterprise 0.7 ICICI Bank 6.55 United Spirits 1.06 The Ramco Cements 0.31 Anthem Biosciences 0.29 Bharti Airtel 2.99 Bajaj Finance 1.88 HDFC Bank 5.73 Eternal 1.12 Adani Power 0.42 Bharat Forge 0.58 Timken India 0.37 United Breweries 0.34 Siemens 0.59 ABB India 0.22 Axis Bank 2.79 Hindalco Industries 1.3 Sona BLW Precision Forgings 0.6 Tata Consumer Products 1.02 Tata Motors 0.58 Aditya Birla Capital 0.52 Cholamandalam Investment and Finance Company 0.9 Infosys 2.81 Sanofi Consumer Healthcare India 0.39 Ambuja Cements 0.55 Persistent Systems 0.63 Whirlpool Of India 0.24 Indiqube Spaces 0.21 Avenue Supermarts 0.79 Godrej Consumer 1.05 Titan Company 1.01 Coforge 0.77 Shriram Finance 0.62 Trent 0.33 Jubilant FoodWorks 0.2 UNO Minda 0.78 Meesho 0.64 Others 0.04 Gland Pharma 0.77 Vedanta 0.33 Larsen & Toubro 2.41 GMR Airports 0.28 ITC 0.93 Mahindra & Mahindra 2.23 Tube Investments Of India 0.34 Sumitomo Chemical India 0.43 Devyani International 0.23 State Bank of India 2.82 Cyient 0.39 Ultratech Cement 1.24 Indusind Bank 0.13 Bharat Electronics 1.22 Maruti Suzuki India 0.82 Gokaldas Exports 0.17 Sundram Fasteners 0.5 Voltas 0.43 Jindal Steel 0.42 The Federal Bank 0.8 SRF 0.59 Sanofi India 0.28

Debt & Others (23.970000000000002%) Sector Allocation Infrastructure Investment Trust 2.24 GOI Securities 2.11 State Development Loan 2.39 Debt Credit Ratings AAA 11.5 SOV 4.71 AA+ 3.48 Cash & Call Money 0.95 A1+ 0.31 Debt Category Karnataka State 0.14 Nexus Select Trust 0.63 LIC Housing Fin. 0.4 Aditya Birla SL CRISIL-IBX AAA Financial Services Index-Sep 2027 Direc 0.14

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

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) 49

Date of Incorporation 2007-02-27

Total AUM 75674.2

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.