Sundaram large and Mid Cap Fund

Sundaram large and Mid Cap Fund

Equity

Sundaram Mutual Fund

Large & Mid-Cap

Get the latest NAV of Sundaram large and Mid Cap Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹88.63

▲2.3%1D

NAV as on 27 Mar 2026

14.38%/per year

Since Inception

Absolute Gain%

▲▼

1858 people have invested ₹ 53.6L in Sundaram large and Mid Cap Fund in the last three months

Sundaram large and Mid Cap Fund Performance vs. NIFTY 500

Fund returns vs Benchmark returns vs Category Average returns as on (27-Mar-26)

The fund has consistently outperformed the benchmark (NIFTY 500) over the last 1Y, 3Y, 5Y time periods.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-8.68%
-8.87%
-5.79%
2.5%
17.06%
14.69%
NIFTY 500
-8.77%
-10.05%
-5.82%
0.54%
14.42%
11.98%
Large & Mid-Cap Avg
-7.67%
-8.99%
-6.69%
1.72%
17.84%
15.37%
Best in Large & Mid-Cap
-3.81%
-5.45%
-1.28%
8.06%
24.98%
20.84%
Worst in Large & Mid-Cap
-9.51%
-12.79%
-10.97%
-6.36%
11.36%
10.99%

INDmoney Rank

Powered by IND quant engine

IND ranking is not available for this fund.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Sundaram large and Mid Cap Fund
-
6,868Cr
0.67%
2.5%
17.06%
-0.72
0.97
0.91
1.45
-0.39
Bandhan Large & Mid Cap Fund
1/21
14,780Cr
0.54%
6.03%
23.68%
4.61
0.96
1.32
2.30
1.51
ICICI Prudential Large & Mid Cap Fund
2/21
28,506Cr
0.77%
4.41%
20.86%
4.31
0.82
1.31
2.29
0.54
SBI Large & Midcap Fund
3/21
38,766Cr
0.72%
5.77%
17.95%
2.34
0.80
1.19
2.19
-0.03
See all
Positive: Beats FD returns for both 3Y & 5Y duration
Beats FD returns for both 3Y & 5Y duration
Negative: 5Y returns in the bottom 25% of the category
5Y returns in the bottom 25% of the category
Negative: 3Y returns in the bottom 25% of the category
3Y returns in the bottom 25% of the category

Sundaram large and Mid Cap Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

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Absolute Return
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Sundaram large and Mid Cap Fund Asset Allocation

See fund asset allocation details as on (14-Mar-26)

Fund Distribution

as on (14-Mar-26)

Large cap
48.8%
Mid cap
37.7%
Small cap
10.6%
Large Cap allocation has gone down from 49.2% to 48.8%
Large Cap allocation has gone down from 49.2% to 48.8%
Small Cap allocation has gone up from 10% to 10.6%
Small Cap allocation has gone up from 10% to 10.6%
Mid Cap allocation has gone down from 38.5% to 37.7%
Mid Cap allocation has gone down from 38.5% to 37.7%
Cash allocation has gone up from 2.1% to 2.9%
Cash allocation has gone up from 2.1% to 2.9%

Sundaram large and Mid Cap Fund Sector Allocation

See fund sector allocation details as on (14-Mar-26)

Sector Allocation

Financial Services
26.8%
Consumer Cyclical
16.1%
Health
10.5%
Industrial
9.8%
Basic Materials
8.8%
Energy
6.6%
Communication
6.2%
Consumer Defensive
5.8%
Tech
3.9%
Utilities
2.7%
Real Estate
2.7%

Top 3 Sectors in February were Financial Services, Consumer Cyclical & Industrial

Feb'26

Financial Services

31%

Consumer Cyclical

15%

Industrial

11%

Jan'26

Financial Services

32%

Consumer Cyclical

14%

Industrial

10%

Sundaram large and Mid Cap Fund Holdings Details

as on (28-Feb-26)

Holdings
Weight%
1M Change
HDFC Bank Ltd
4.98%
-3.8%
Reliance Industries Ltd
4.06%
0%
State Bank of India
3.94%
-2%
Axis Bank Ltd
3.27%
4.8%
ICICI Bank Ltd
2.61%
-3.7%
See all
Top Stocks bought last month
Amber Enterprises India Ltd Ordinary Shares's allocation increased from 1.74% to 2.38%
Amber Enterprises India Ltd Ordinary Shares's allocation increased from 1.74% to 2.38%
Tata Motors Ltd's allocation increased from 0.86% to 1.36%
Tata Motors Ltd's allocation increased from 0.86% to 1.36%
Cummins India Ltd's allocation increased from 1.74% to 2.03%
Cummins India Ltd's allocation increased from 1.74% to 2.03%
Top Stocks sold last month
HDFC Bank Ltd's allocation decreased from 5.52 % to 4.98 %
HDFC Bank Ltd's allocation decreased from 5.52 % to 4.98 %
Reliance Industries Ltd's allocation decreased from 4.14 % to 4.06 %
Reliance Industries Ltd's allocation decreased from 4.14 % to 4.06 %
ICICI Bank Ltd's allocation decreased from 2.72 % to 2.61 %
ICICI Bank Ltd's allocation decreased from 2.72 % to 2.61 %

Sundaram large and Mid Cap Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.67%
Benchmark
Nifty LargeMidcap 250 TR INR
AUM₹6868 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP₹100/₹100
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
47.51%
Risk
Risk meter
pointer
Very High Risk

About Sundaram large and Mid Cap Fund

Sundaram large and Mid Cap Fund is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Shalav Saket, Madanagopal Ramu. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Sundaram large and Mid Cap Fund has ₹6868 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
  2. The fund has an expense ratio 0.7.

Returns

Sundaram large and Mid Cap Fund has given a CAGR return of 14.38% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 2.50%, 17.06% and 14.69% respectively.

Holdings

Sundaram large and Mid Cap Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Industrial, Health, Basic Materials, Energy, Consumer Defensive, Communication, Tech, Real Estate, Utilities. Its top holdings are HDFC Bank Ltd, Reliance Industries Ltd, State Bank of India, Axis Bank Ltd, ICICI Bank Ltd

Taxation

As it is a large & mid-cap mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Sundaram large and Mid Cap Fund

To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Sundaram large and Mid Cap Fund has no lock in period.

Fund Manager

Shalav Saket

Fund Manager of Sundaram large and Mid Cap Fund, since 31 December 2025

Madanagopal Ramu

Fund Manager of Sundaram large and Mid Cap Fund, since 16 March 2026

Learn more about Sundaram Mutual Fund
Parameters
Feb'26
Jan'26
Dec'25
AUM
₹ 6.9K Cr
₹ 6.7K Cr
₹ 7K Cr
  • AUM of the fund stands at 6.9K Cr as of Feb'26
  • AUM increased by 132.4 Cr between Feb'26 and Jan'26

Compare Sundaram large and Mid Cap Fund

Sundaram large and Mid Cap Fund

VS

Mirae Asset Large & Midcap Fund

Frequently Asked Questions for Sundaram large and Mid Cap Fund

How do I invest in Sundaram large and Mid Cap Fund?

INDmoney makes it simple to invest in the Sundaram large and Mid Cap Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Sundaram large and Mid Cap Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Sundaram large and Mid Cap Fund?

The NAV of the fund today is ₹88.63. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Sundaram large and Mid Cap Fund fund has generated a return of 2.50% in 1 year, 17.06% in 3 years, 14.69% in 5 years.

Who is the fund manager of Sundaram large and Mid Cap Fund?

The fund managers are Shalav Saket, Madanagopal Ramu.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-365 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.67%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹6868 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Sundaram large and Mid Cap Fund?

The top 3 holdings of the fund are HDFC Bank Ltd(4.98%), Reliance Industries Ltd(4.06%), State Bank of India(3.94%)