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 (0%) Market Cap Top Sectors Top Holding
Debt & Others (100%) Sector Allocation Non Convertible Debenture 6.15 Net Current Assets 6.55 Alternative Investment Fund 0.27 Debt Credit Ratings A1+ 47.94 AAA 22.02 AA+ 9.51 SOV 7.14 Cash & Call Money 6.57 Debt Category IDFC First Bank 2.02 PNB Housing Finance 1.05 Tata Communications 2.1 Muthoot Fincorp 0.49
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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