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 (97.8%) Market Cap Small Cap 15.47 Large Cap 47.15 Mid Cap 35.19 Top Sectors Financial 28.14 Healthcare 9.56 Energy 8.81 Services 8.18 Capital Goods 6.93 Automobile 6.56 Technology 5.74 Construction 4.88 Consumer Staples 4.39 Communication 4.2 Materials 3.26 Consumer Discretionary 2.55 Chemicals 2.46 Metals & Mining 1.81 Unclassified 0.34 Top Holding PI Industries 1.04 Jubilant FoodWorks 1.6 Torrent Power 0.79 LG Electronics India 0.14 Max Healthcare Institute 0.82 Bharti Airtel 2.71 Prestige Estates Projects 1.64 Hindustan Aero 1.57 Dr. Lal Pathlabs 1.18 Ultratech Cement 1.55 United Breweries 1.16 Max Financial Services 1.44 Devyani International 0.61 Kirloskar Oil Engines 1.08 JK Cement 1.32 Escorts Kubota 0.19 State Bank of India 3.34 Amber Enterprises India 1.83 ICICI Prudential Asset Management Company 0.34 FSN E-Commerce Ventures 1.36 Apollo Tyres 0.89 Coforge 0.95 Delhivery 0.72 Hindustan Petroleum Corporation 1.5 Tata Power Company 0.87 Eternal 0.94 The Federal Bank 1.64 Kalyan Jewellers India 0.58 HDFC Bank 5.67 Affle 3I 1.11 Reliance Industries 4.5 Mankind Pharma 1.23 Infosys 2.78 Axis Bank 2.82 Mahindra & Mahindra Financial Services 2.29 Bank of Baroda 1.74 Cholamandalam Investment and Finance Company 1 Tata Motors 0.92 Emami 0.85 Coromandel International 1.41 Bajaj Finance 1.41 MCX 1.67 Gland Pharma 0.71 Adani Ports and Special Economic Zone 1.28 Mahindra & Mahindra 1.86 IDFC First Bank 1.04 Sun Pharmaceutical Industries 0.98 Larsen & Toubro 2.05 Schaeffler India 0.87 Bharat Petroleum Corporation 1.15 Kotak Mahindra Bank 2.21 Fortis Healthcare 1.49 Motilal Oswal Financial Services 0.95 Lupin 1.25 Alkem Laboratories 1.89 Jindal Steel 1.81 UNO Minda 1.84 Berger Paints India 0.38 Procter & Gamble Hygiene and Health Care 0.61 SKF India 0.15 Polycab India 1.36 Marico 1.76 Bharti Hexacom 1.49 ICICI Bank 2.59 ZF Commercial 0.85 Cummins India 1.9 The Phoenix Mills 1.19 Persistent Systems 0.9

Debt & Others (2.2%) Sector Allocation Repo 1.43 Mutual Fund 0.72 Cash/Net Current Assets 0.05 Debt Credit Ratings Debt Category Sundaram Liquid Direct-G 0.72 Others 1.48

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.