Sundaram Large and Mid Cap Fund-IDCW Payout
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Equity, Large & MidCap, Principal at very high risk
1 Year Return 13.92% at 16 Feb 2026 04:11 PM
Fund Details
NAV 29.477
Sub-Type Large & MidCap
Rating 3
Min. SIP Amount ₹100.0
Fund Age(Year) 18.97
Fund Size(in Crores) 6735.28
Fund Performance
1 Month 0.99%
3 Month -0.77%
6 Month 3.95%
1 Year 13.92%
3 Year 17.34%
5 Year 14.55%
Know This Fund
As on 16 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (98.23%) Market Cap Large Cap 50.51 Mid Cap 35.65 Small Cap 12.07 Top Sectors Financial 28.58 Healthcare 9.5 Services 8.29 Energy 8.17 Capital Goods 6.69 Technology 6.41 Automobile 6.39 Construction 4.72 Consumer Staples 4.65 Communication 3.96 Materials 3.45 Chemicals 2.55 Consumer Discretionary 2.19 Metals & Mining 2.02 Unclassified 0.39 Top Holding Kalyan Jewellers India 0.45 Tata Power Company 0.87 Trent 0.11 Ultratech Cement 1.73 Polycab India 1.3 Infosys 3.08 Bharti Hexacom 1.33 Bharat Petroleum Corporation 0.95 Berger Paints India 0.34 Motilal Oswal Financial Services 0.87 Prestige Estates Projects 1.56 The Federal Bank 1.71 FSN E-Commerce Ventures 1.26 Jubilant FoodWorks 1.51 United Breweries 1.09 Procter & Gamble Hygiene and Health Care 0.58 Emami 0.97 Fortis Healthcare 1.39 Larsen & Toubro 2.04 Gland Pharma 1 Cholamandalam Investment and Finance Company 0.99 Kirloskar Oil Engines 1.09 Others 0.3 Bajaj Finance 1.38 Axis Bank 3.15 Kotak Mahindra Bank 2.03 Mahindra & Mahindra 1.78 Mahindra & Mahindra Financial Services 2.22 Coromandel International 1.48 Lupin 1.33 Apollo Tyres 0.88 ICICI Prudential Asset Management Company 0.39 Torrent Power 0.88 Jindal Steel 2.02 Hindustan Aero 1.71 Adani Ports and Special Economic Zone 1.29 Sun Pharmaceutical Industries 0.6 State Bank of India 3.68 Delhivery 0.78 Dr. Lal Pathlabs 1.18 Tata Motors 1.26 PI Industries 1.07 Varun Beverages 0.38 Schaeffler India 0.84 Mankind Pharma 1.26 IDFC First Bank 1.05 Bharti Airtel 2.63 Devyani International 0.5 Affle 3I 0.99 Eternal 0.95 HDFC Bank 5.52 Coforge 0.98 ICICI Bank 2.72 ZF Commercial 0.89 JK Cement 1.37 UNO Minda 1.58 The Phoenix Mills 1.12 MCX 1.88 Bank of Baroda 1.82 Max Healthcare Institute 0.71 Marico 1.63 Hindustan Petroleum Corporation 1.33 Reliance Industries 4.14 Max Financial Services 1.44 Amber Enterprises India 1.74 Persistent Systems 0.9 Alkem Laboratories 2.02 Cummins India 1.74 Tech Mahindra 0.47
Debt & Others (1.77%) Sector Allocation Net Payables -0.4 Repo 2.17 Debt Credit Ratings Debt Category Others 1.77
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
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) 30
Date of Incorporation 2007-02-27
Total AUM 2026-01-31
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.
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