Sundaram Large and Mid Cap Fund
Large & MidCapVery HighOPEN-ENDED
- NAV as on 11 Nov 2026
- ₹90.61+1.13%1 day
- Return since launch
- 13.9%
- 52-week range
- ₹76.50 — ₹95.79
- AUM
- ₹7,131 Cr
Sundaram Large and Mid Cap Fund is a Large & MidCap equity fund from Sundaram Mutual Fund with ₹7,131 Cr under management, launched in 2007. Over three years it has returned 7.2% a year, against 13.6% for its category. The expense ratio is 2.31% and the SEBI riskometer reading is Very High.
Performance
Sundaram Large and Mid Cap Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned +2.8% against -1.1% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 7.6% | +5.2 pts | 2.4% | 6.6% |
| 2Y | 6.9% | −0.3 pts | 7.2% | 4.8% |
| 3Y | 7.2% | −6.5 pts | 13.6% | 5.7% |
| 5Y | 11.1% | +0.1 pts | 11.1% | 11.0% |
| 7Y | 13.9% | −1.3 pts | 15.2% | 14.1% |
| 10Y | 13.5% | −0.8 pts | 14.3% | 13.6% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | 2.8% | −4.0 pts | 6.8% | 7.0% |
| 3M | -4.8% | −4.4 pts | -0.4% | -0.6% |
| 6M | 9.6% | +1.9 pts | 7.7% | 6.9% |
| 1Y | 2.8% | +0.4 pts | 2.4% | -1.0% |
| 2Y | 4.2% | −0.3 pts | 4.5% | 3.0% |
| 3Y | 12.7% | −1.0 pts | 13.6% | 12.2% |
| 5Y | 9.5% | −1.6 pts | 11.1% | 10.1% |
| 7Y | 15.2% | −1.0 pts | 16.3% | 15.4% |
| 10Y | 14.3% | 0.0 pts | 14.3% | 13.7% |
Since launch (10 Jan 2007): 13.9%
Calendar-year returns
Category average16.8%
40.0%
-1.3%
26.8%
20.9%
3.6%
Show as a table
| Period | Fund | vs category | Category |
|---|---|---|---|
| 2025 | 3.6% | −1.8 pts | 5.4% |
| 2024 | 20.9% | −4.1 pts | 25.0% |
| 2023 | 26.8% | −4.6 pts | 31.4% |
| 2022 | -1.3% | −4.3 pts | 3.0% |
| 2021 | 40.0% | +0.9 pts | 39.1% |
| 2020 | 16.8% | −0.7 pts | 17.5% |
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
2.25%
Expense ratio as on 6 Nov 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.54%
- Brokerage
- 0.14%
- Transaction charges
- 0.01%
- Statutory levies
- 0.56%
- Exit load
- For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- Nifty Large Midcap 250 TRI
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Very High
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
| Ratio | Fund | Category avg | Read as |
|---|---|---|---|
| Alpha | 2.11 | 6.58 | Return earned above what the benchmark alone would have given. Higher is better. |
| Beta | 1.03 | 1.07 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.42 | 0.63 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.50 | 0.83 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 16.71 | 18.21 | How widely monthly returns have varied around their own average. Lower is steadier. |
| Average of 5 category peers | |||
Portfolio
Sundaram Large and Mid Cap Fund portfolio
Portfolio as of 30 Sep 2026
Asset allocation
- Equity96.7%
- Other3.3%
Market cap split
- Large37.3%
- Mid36.2%
- Small26.5%
- P/E
- 37.62
- P/B
- 4.82
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Radico Khaitan Ltd. | Consumer Staples | 5.19% | ₹370 Cr | +4.78% | +2.12% | — |
| Lenskart Solutions Ltd. | Consumer Discretionary | 4.67% | ₹333 Cr | — | — | — |
| Eternal Ltd. | Services | 4.11% | ₹293 Cr | +3.01% | +3.02% | +1.21% |
| MTAR Technologies Ltd. | Capital Goods | 3.84% | ₹274 Cr | +3.61% | — | — |
| One 97 Communications Ltd. | Services | 3.73% | ₹266 Cr | — | — | — |
| Shriram Finance Ltd | Financial | 3.73% | ₹266 Cr | +4.03% | +2.46% | — |
| Kalyan Jewellers India Ltd. | Consumer Discretionary | 3.41% | ₹243 Cr | +2.82% | +0.52% | +0.56% |
| Others | Others | 3.28% | ₹234 Cr | -0.25% | +2.42% | +1.19% |
| Five-Star Business Finance Ltd. | Financial | 3.28% | ₹234 Cr | +3.27% | — | — |
| TD Power Systems Ltd. | Capital Goods | 3.27% | ₹233 Cr | +3.31% | — | — |
| Ujjivan Small Finance Bank Ltd. | Financial | 3.20% | ₹228 Cr | +2.31% | — | — |
| Oracle Financial Services Software Ltd. | Technology | 3.15% | ₹225 Cr | +4.23% | — | — |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 2.92% | ₹208 Cr | +3.29% | — | +1.02% |
| Interglobe Aviation Ltd. | Services | 2.91% | ₹208 Cr | +3.20% | +2.24% | — |
| FSN E-Commerce Ventures Ltd. | Services | 2.90% | ₹207 Cr | +2.87% | +2.17% | +1.31% |
| Larsen & Toubro Ltd. | Construction | 2.89% | ₹206 Cr | +2.91% | +3.16% | +1.90% |
| Kirloskar Oil Engines Ltd. | Capital Goods | 2.84% | ₹203 Cr | +2.97% | +1.38% | +0.85% |
| TVS Motor Company Ltd. | Automobile | 2.71% | ₹193 Cr | — | +2.59% | — |
| Affle 3I Ltd. | Technology | 2.47% | ₹176 Cr | +2.37% | +1.13% | +1.24% |
| Cummins India Ltd. | Capital Goods | 2.47% | ₹176 Cr | +3.00% | +2.13% | +1.86% |
| ICICI Bank Ltd. | Financial | 2.41% | ₹172 Cr | +2.56% | +2.60% | +3.60% |
| IDFC First Bank Ltd. | Financial | 2.39% | ₹170 Cr | +1.98% | +0.97% | — |
| RateGain Travel Technologies Ltd. | Technology | 2.29% | ₹164 Cr | +2.51% | — | — |
| Bharti Airtel Ltd. | Communication | 2.22% | ₹158 Cr | +2.38% | +2.66% | +2.51% |
| Ultratech Cement Ltd. | Materials | 2.19% | ₹156 Cr | +2.29% | +2.54% | +1.68% |
| Mahindra & Mahindra Ltd. | Automobile | 2.19% | ₹156 Cr | +1.54% | +1.71% | +1.53% |
| State Bank of India | Financial | 2.07% | ₹148 Cr | +2.26% | +3.66% | +3.07% |
| Delhivery Ltd. | Services | 1.98% | ₹141 Cr | +2.32% | +2.38% | +0.83% |
| Coforge Ltd. | Technology | 1.95% | ₹139 Cr | +2.72% | +1.01% | +0.58% |
| Polycab India Ltd. | Capital Goods | 1.90% | ₹135 Cr | +2.40% | +2.51% | +1.35% |
| Thermax Ltd. | Capital Goods | 1.83% | ₹130 Cr | — | — | — |
| Prestige Estates Projects Ltd. | Construction | 1.81% | ₹129 Cr | +1.95% | +1.63% | +1.55% |
| The Phoenix Mills Ltd. | Construction | 1.79% | ₹128 Cr | +1.84% | +1.65% | +1.04% |
| ICICI Prudential Asset Management Company Ltd. | Financial | 1.37% | ₹97.48 Cr | +1.48% | +0.19% | — |
| Dhoot Transmission Ltd. | Capital Goods | 1.26% | ₹89.56 Cr | — | — | — |
| Fortis Healthcare Ltd. | Healthcare | 1.19% | ₹84.70 Cr | +1.51% | +1.45% | +1.87% |
| SJS Enterprises Ltd. | Automobile | 1.17% | ₹83.63 Cr | +1.18% | — | — |
| PB Fintech Ltd. | Services | 1.03% | ₹73.56 Cr | — | — | — |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| National Aluminium Company Ltd. | 2.02% | 0.00% | -2.02% |
| One 97 Communications Ltd. | 2.68% | 3.73% | +1.06% |
| Ujjivan Small Finance Bank Ltd. | 2.44% | 3.20% | +0.76% |
| Coforge Ltd. | 2.63% | 1.95% | -0.68% |
| MTAR Technologies Ltd. | 3.29% | 3.84% | +0.55% |
| Others | -0.21% | 0.22% | +0.43% |
| IDFC First Bank Ltd. | 1.99% | 2.39% | +0.40% |
| Lenskart Solutions Ltd. | 4.27% | 4.67% | +0.40% |
| Kirloskar Oil Engines Ltd. | 2.45% | 2.84% | +0.39% |
| Oracle Financial Services Software Ltd. | 3.51% | 3.15% | -0.36% |
| Shriram Finance Ltd | 3.98% | 3.73% | -0.25% |
| Cholamandalam Investment and Finance Company Ltd. | 3.16% | 2.92% | -0.24% |
| TD Power Systems Ltd. | 3.06% | 3.27% | +0.21% |
| Polycab India Ltd. | 2.11% | 1.90% | -0.21% |
| PB Fintech Ltd. | 1.20% | 1.03% | -0.17% |
| Thermax Ltd. | 1.99% | 1.83% | -0.16% |
| Radico Khaitan Ltd. | 5.04% | 5.19% | +0.15% |
| Fortis Healthcare Ltd. | 1.32% | 1.19% | -0.13% |
| The Phoenix Mills Ltd. | 1.66% | 1.79% | +0.13% |
| Eternal Ltd. | 3.98% | 4.11% | +0.13% |
| Mahindra & Mahindra Ltd. | 2.30% | 2.19% | -0.11% |
| ICICI Prudential Asset Management Company Ltd. | 1.26% | 1.37% | +0.10% |
| Delhivery Ltd. | 2.08% | 1.98% | -0.10% |
| ICICI Bank Ltd. | 2.51% | 2.41% | -0.10% |
| FSN E-Commerce Ventures Ltd. | 2.99% | 2.90% | -0.09% |
| RateGain Travel Technologies Ltd. | 2.39% | 2.29% | -0.09% |
| Kalyan Jewellers India Ltd. | 3.51% | 3.41% | -0.09% |
| State Bank of India | 2.16% | 2.07% | -0.09% |
| Dhoot Transmission Ltd. | 1.18% | 1.26% | +0.08% |
| Prestige Estates Projects Ltd. | 1.88% | 1.81% | -0.08% |
| Five-Star Business Finance Ltd. | 3.21% | 3.28% | +0.07% |
| Bharti Airtel Ltd. | 2.16% | 2.22% | +0.06% |
| SJS Enterprises Ltd. | 1.22% | 1.17% | -0.05% |
| Larsen & Toubro Ltd. | 2.94% | 2.89% | -0.05% |
| Cummins India Ltd. | 2.51% | 2.47% | -0.03% |
| Ultratech Cement Ltd. | 2.16% | 2.19% | +0.03% |
| Interglobe Aviation Ltd. | 2.89% | 2.91% | +0.02% |
| TVS Motor Company Ltd. | 2.70% | 2.71% | 0.00% |
| Affle 3I Ltd. | 2.47% | 2.47% | 0.00% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹12,996 Cr | 2.05% | 14.0% | 11.3% | 16.6% |
 Bandhan Large & Mid Cap Fund | ₹20,650 Cr | 2.25% | 7.6% | 8.6% | 15.4% |
 Motilal Oswal Large and Midcap Fund | ₹19,832 Cr | 1.79% | 16.1% | 13.1% | 19.1% |
 Invesco India Large & Mid Cap Fund | ₹12,439 Cr | 1.85% | 24.5% | 16.1% | 19.7% |
 UTI Large & Mid Cap Fund | ₹6,220 Cr | 1.96% | 6.0% | 7.3% | 13.5% |
 HSBC Large and Mid Cap Fund | ₹5,841 Cr | 2.40% | 16.0% | 11.7% | 15.5% |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
The scheme seeks capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
Fund managers
- Madanagopal RamuMBA, Grad.CWAPrior to joining the Sundaram AMC, he was associated with Centrum Broking Pvt Ltd, Sundaram Mutual Fund, Sundaram Alternates and Motilal Oswal AMC
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
₹
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months9.64% absolute | ₹60,000 | ₹65,784 | 9.64% | |
| 1 year2.83% annualised | ₹1,20,000 | ₹1,21,856 | 1.55% | |
| 3 years12.65% annualised | ₹3,60,000 | ₹4,39,673 | 22.13% | |
| 5 years9.47% annualised | ₹6,00,000 | ₹7,69,645 | 28.27% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.
What is the NAV of Sundaram Large and Mid Cap Fund?
The NAV of Sundaram Large and Mid Cap Fund is ₹90.61 as on 11 Nov 2026.
What is the expense ratio of Sundaram Large and Mid Cap Fund?
The expense ratio of Sundaram Large and Mid Cap Fund is 2.31% per year.
What is the minimum SIP amount for Sundaram Large and Mid Cap Fund?
You can start a SIP in Sundaram Large and Mid Cap Fund with ₹3,000 a month.
What returns has Sundaram Large and Mid Cap Fund given?
Sundaram Large and Mid Cap Fund has returned 7.6% over 1 year, 7.2% over 3 years and 11.1% over 5 years (annualised).
Is there a lock-in or exit load on Sundaram Large and Mid Cap Fund?
Lock-in: None. Exit load: For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days..
How risky is Sundaram Large and Mid Cap Fund?
Sundaram Large and Mid Cap Fund is rated Very High on the SEBI riskometer and belongs to the Large & MidCap category.
Which fund house manages Sundaram Large and Mid Cap Fund?
Sundaram Large and Mid Cap Fund is managed by Sundaram Mutual Fund, which runs 32 schemes with ₹82,589 Cr under management.