Sundaram Large and Mid Cap Fund Direct-IDCW Reinvestment

Fund Details

NAV 34.1203

Sub-Type Large & MidCap

Rating 2

Min. SIP Amount ₹100.0

Fund Age(Year) 12.97

Fund Size(in Crores) 7046.83

Fund Performance

1 Month -1.11%

3 Month 0.93%

6 Month 6.57%

1 Year 2.55%

3 Year 16.94%

5 Year 18.45%

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 (98.58%) Market Cap Mid Cap 22.08 Large Cap 46.28 Small Cap 30.22 Top Sectors Financial 24.28 Capital Goods 15.14 Technology 9.69 Services 7.11 Energy 6.55 Construction 5.95 Automobile 5.88 Consumer Discretionary 5.51 Healthcare 5.27 Consumer Staples 3.63 Communication 2.35 Metals & Mining 2.34 Materials 1.81 Textiles 1.75 Chemicals 1.32 Top Holding TVS Motor Company - Pref. Shares 0.02 CG Power 0.96 Indian Bank 1.35 NTPC 1.2 Mahindra & Mahindra 1.19 Varroc Engineering 1.14 PNB Housing Finance 1.43 Dabur India 0.89 Persistent Systems 2.02 Blue Star 0.68 Pearl Global Industries 1.75 Infosys 2.89 Craftsman Automation 0.74 Vinati Organics 0.88 BSE 0.42 Jindal Steel 1.61 Max Healthcare Institute 1.71 Bharti Airtel 2.35 KPIT Technologies 1.06 Bharat Electronics 1.25 HDFC Bank 5.34 Zensar Technologies 0.84 Shriram Finance 2.13 The Indian Hotels Company 1.25 Bikaji Foods International 1.03 Cholamandalam Investment and Finance Company 1.25 Cello World 0.37 Swiggy 0.93 Mankind Pharma 0.62 Kaynes Technology India 1.31 Triveni Turbine 0.87 State Bank of India 2 Karur Vysya Bank 1.54 Power Fin. Corp. 1 Coforge 0.81 Sun Pharmaceutical Industries 1.39 Epigral 0.44 Godrej Properties 0.73 Bajaj Auto 0.51 LTIMindtree 1.09 Lupin 0.93 Syngene International 0.62 Bharat Heavy Electricals 1.2 Schaeffler India 1.42 Century Plyboards (India) 0.72 TVS Motor Company 1.54 Amber Enterprises India 1.87 DOMS Industries 0.65 Vishal Mega Mart 0.55 Gujarat State Petronet 0.76 Nippon Life India Asset Management 1.54 Eternal 2.26 Tech Mahindra 0.98 Hindustan Aero 0.81 Sobha 0.73 Engineers India 1 Exide Industries 0.67 Kei Industries 0.72 Jindal Saw 0.73 GE Vernova T&D 1.45 RBL Bank 0.74 Thangamayil Jewellery 1.36 Siemens 0.39 Transformers And Rectifiers 0.71 IIFL Finance 0.6 Avalon Technologies 2.12 ONGC 1.02 Larsen & Toubro 2.62 Reliance Industries 3.57 JSW Energy 0.9 Polycab India 0.66 UNO Minda 0.74 Trent 0.47 ICICI Bank 3.84 Axis Bank 1.52 Balrampur Chini Mills 1.06 ABB India 0.57 Safari Industries (India) 1.23 Ultratech Cement 1.09 Lemon Tree Hotels 1.23

Debt & Others (1.42%) Sector Allocation Net Payables -0.22 Repo 1.64 Debt Credit Ratings Debt Category Others 1.42

Comparison with same funds

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.77%

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) 28

Date of Incorporation 2013-01-01

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.