Sundaram Large and Mid Cap Fund-Growth
Sundaram Large and Mid Cap Fund-Growth: Mutual Fund Overview
Sundaram Large and Mid Cap Fund-Growth is an Large & MidCap mutual fund with over 19.04 years of performance history. The scheme manages an AUM of ₹6867.64 Cr and has a NAV of ₹82.1657. It is rated '3' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 10.54%.
Equity, Large & MidCap, Principal at very high risk
1 Year Return 10.54% at 12 Mar 2026 09:06 PM
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 (97.15%) Market Cap Small Cap 12.17 Large Cap 51.65 Mid Cap 33.32 Top Sectors Financial 28.38 Healthcare 9.97 Energy 8.07 Services 7.93 Capital Goods 7.17 Automobile 6.33 Consumer Staples 4.76 Construction 4.73 Technology 4.49 Communication 3.82 Materials 3.41 Consumer Discretionary 2.88 Metals & Mining 2.61 Chemicals 2.43 Unclassified 0.18 Top Holding PI Industries 1.02 Jubilant FoodWorks 1.56 Torrent Power 0.97 Max Healthcare Institute 0.77 Bharti Airtel 2.46 Trent 0.32 Prestige Estates Projects 1.46 Ultratech Cement 1.7 Hindustan Aero 1.31 Dr. Lal Pathlabs 1.15 United Breweries 1.17 Max Financial Services 1.58 Devyani International 0.54 Kirloskar Oil Engines 1.27 JK Cement 1.38 Tata Steel 0.49 State Bank of India 3.94 Amber Enterprises India 2.38 ICICI Prudential Asset Management Company 0.18 FSN E-Commerce Ventures 1.47 Apollo Tyres 0.79 Coforge 0.53 Delhivery 0.79 Hindustan Petroleum Corporation 1.34 Tata Power Company 0.74 Eternal 0.84 Kalyan Jewellers India 0.5 The Federal Bank 1.66 HDFC Bank 4.98 Reliance Industries 4.06 Affle 3I 0.86 Mankind Pharma 1.31 Infosys 2.27 Axis Bank 3.27 Mahindra & Mahindra Financial Services 2.17 Bank of Baroda 1.92 Cholamandalam Investment and Finance Company 1.03 Tata Motors 1.36 Emami 0.91 MCX 1.07 Coromandel International 1.41 Bajaj Finance 1.45 Gland Pharma 1.04 Adani Ports and Special Economic Zone 1.35 Mahindra & Mahindra 1.73 Sun Pharmaceutical Industries 0.63 Tech Mahindra 0.24 IDFC First Bank 0.92 Larsen & Toubro 2.18 Kotak Mahindra Bank 2.03 Fortis Healthcare 1.51 Schaeffler India 0.99 Bharat Petroleum Corporation 0.95 Motilal Oswal Financial Services 0.82 Lupin 1.51 Alkem Laboratories 2.05 Jindal Steel 2.12 UNO Minda 1.56 Berger Paints India 0.33 Procter & Gamble Hygiene and Health Care 0.6 Polycab India 1.57 Marico 1.72 Bharti Hexacom 1.36 Varun Beverages 0.36 ZF Commercial 0.88 ICICI Bank 2.61 Cummins India 2.03 The Phoenix Mills 1.09 Persistent Systems 0.59
Debt & Others (2.85%) Sector Allocation Repo 2.12 Cash/Net Current Assets 0.73 Debt Credit Ratings Debt Category Others 2.85
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.
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