Sundaram Large and Mid Cap Fund
Large & MidCapVery HighOPEN-ENDED
- NAV as on 25 Sep 2026
- ₹90.16-0.05%1 day
- Return since launch
- 14.0%
- 52-week range
- ₹76.50 — ₹95.79
- AUM
- ₹7,544 Cr
Sundaram Large and Mid Cap Fund is a Large & MidCap equity fund from Sundaram Mutual Fund with ₹7,544 Cr under management, launched in 2007. Over three years it has returned 7.8% a year, against 12.9% for its category. The expense ratio is 2.43% 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 +7.1% against -0.1% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 7.4% | +4.0 pts | 3.4% | -1.1% |
| 2Y | 6.3% | +2.8 pts | 3.6% | 0.9% |
| 3Y | 7.8% | −5.1 pts | 12.9% | 4.2% |
| 5Y | 11.6% | +0.3 pts | 11.3% | 10.2% |
| 7Y | 14.4% | −0.3 pts | 14.8% | 13.8% |
| 10Y | 13.8% | +0.6 pts | 13.2% | 13.3% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | -5.5% | −1.6 pts | -3.9% | -3.9% |
| 3M | 2.1% | +2.1 pts | 0.0% | -0.5% |
| 6M | 15.3% | +3.8 pts | 11.4% | 9.8% |
| 1Y | 7.1% | +3.7 pts | 3.4% | -0.3% |
| 2Y | 0.3% | +1.5 pts | -1.2% | -2.7% |
| 3Y | 12.8% | −0.1 pts | 12.9% | 11.1% |
| 5Y | 10.4% | −0.9 pts | 11.3% | 10.3% |
| 7Y | 15.5% | −0.4 pts | 15.9% | 15.1% |
| 10Y | 13.4% | +0.2 pts | 13.2% | 12.5% |
Since launch (10 Jan 2007): 14.0%
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
2.36%
Expense ratio as on 23 Sep 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.54%
- Brokerage
- 0.18%
- Transaction charges
- 0.01%
- Statutory levies
- 0.63%
- 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 | 3.61 | 7.31 | Return earned above what the benchmark alone would have given. Higher is better. |
| Beta | 1.02 | 1.05 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.64 | 0.80 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.72 | 0.99 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 15.95 | 17.61 | 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 31 Aug 2026
Asset allocation
- Equity97.3%
- Other2.7%
Market cap split
- Large37.9%
- Mid37.7%
- Small24.4%
- P/E
- 37.72
- P/B
- 5.12
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Radico Khaitan Ltd. | Consumer Staples | 5.04% | ₹380 Cr | +4.46% | — | — |
| Lenskart Solutions Ltd. | Consumer Discretionary | 4.27% | ₹322 Cr | — | — | — |
| Shriram Finance Ltd | Financial | 3.98% | ₹300 Cr | +3.83% | — | — |
| Eternal Ltd. | Services | 3.98% | ₹300 Cr | +2.98% | +0.84% | +1.18% |
| Oracle Financial Services Software Ltd. | Technology | 3.51% | ₹265 Cr | +3.35% | — | — |
| Kalyan Jewellers India Ltd. | Consumer Discretionary | 3.51% | ₹265 Cr | +1.76% | +0.50% | +0.63% |
| MTAR Technologies Ltd. | Capital Goods | 3.29% | ₹248 Cr | +1.81% | — | — |
| Five-Star Business Finance Ltd. | Financial | 3.21% | ₹242 Cr | +3.01% | — | — |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 3.16% | ₹239 Cr | +2.95% | +1.03% | +0.91% |
| TD Power Systems Ltd. | Capital Goods | 3.06% | ₹231 Cr | +1.64% | — | — |
| FSN E-Commerce Ventures Ltd. | Services | 2.99% | ₹226 Cr | +2.53% | +1.47% | +1.32% |
| Larsen & Toubro Ltd. | Construction | 2.94% | ₹222 Cr | +2.99% | +2.18% | +1.90% |
| Interglobe Aviation Ltd. | Services | 2.89% | ₹218 Cr | +2.75% | — | — |
| TVS Motor Company Ltd. | Automobile | 2.70% | ₹204 Cr | — | — | — |
| Others | Others | 2.70% | ₹203 Cr | +1.59% | +1.46% | +1.69% |
| One97 Communications Ltd. | Services | 2.68% | ₹202 Cr | — | — | — |
| Coforge Ltd. | Technology | 2.63% | ₹198 Cr | +2.76% | +0.53% | +0.64% |
| ICICI Bank Ltd. | Financial | 2.51% | ₹189 Cr | +2.44% | +2.61% | +3.78% |
| Cummins India Ltd. | Capital Goods | 2.51% | ₹189 Cr | +1.94% | +2.03% | +1.87% |
| Affle 3I Ltd. | Technology | 2.47% | ₹186 Cr | +2.55% | +0.86% | +1.23% |
| Kirloskar Oil Engines Ltd. | Capital Goods | 2.45% | ₹185 Cr | +1.80% | +1.27% | +0.81% |
| Ujjivan Small Finance Bank Ltd. | Financial | 2.44% | ₹184 Cr | +1.79% | — | — |
| RateGain Travel Technologies Ltd. | Technology | 2.39% | ₹180 Cr | +2.18% | — | — |
| Mahindra & Mahindra Ltd. | Automobile | 2.30% | ₹173 Cr | +1.59% | +1.73% | +1.44% |
| State Bank of India | Financial | 2.16% | ₹163 Cr | +2.22% | +3.94% | +2.87% |
| Ultratech Cement Ltd. | Materials | 2.16% | ₹163 Cr | +2.45% | +1.70% | +1.76% |
| Bharti Airtel Ltd. | Communication | 2.16% | ₹163 Cr | +2.46% | +2.46% | +2.56% |
| Polycab India Ltd. | Capital Goods | 2.11% | ₹159 Cr | +2.39% | +1.57% | +1.33% |
| Delhivery Ltd. | Services | 2.08% | ₹157 Cr | +2.33% | +0.79% | +0.88% |
| National Aluminium Company Ltd. | Metals & Mining | 2.02% | ₹153 Cr | +3.94% | — | — |
| Thermax Ltd. | Capital Goods | 1.99% | ₹150 Cr | — | — | — |
| IDFC First Bank Ltd. | Financial | 1.99% | ₹150 Cr | +1.86% | +0.92% | — |
| Prestige Estates Projects Ltd. | Construction | 1.88% | ₹142 Cr | +1.78% | +1.46% | +1.62% |
| The Phoenix Mills Ltd. | Construction | 1.66% | ₹125 Cr | +1.75% | +1.09% | +1.02% |
| Fortis Healthcare Ltd. | Healthcare | 1.32% | ₹99.76 Cr | +1.53% | +1.51% | +1.78% |
| ICICI Prudential Asset Management Company Ltd. | Financial | 1.26% | ₹95.26 Cr | +0.21% | +0.18% | — |
| SJS Enterprises Ltd. | Automobile | 1.22% | ₹92.17 Cr | +1.17% | — | — |
| PB Fintech Ltd. | Services | 1.20% | ₹90.33 Cr | — | — | — |
| Dhoot Transmission Ltd. | Capital Goods | 1.18% | ₹88.70 Cr | — | — | — |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Others | -3.10% | -0.21% | +2.89% |
| One97 Communications Ltd. | 0.00% | 2.68% | +2.68% |
| UNO Minda Ltd. | 1.47% | 0.00% | -1.47% |
| Lenskart Solutions Ltd. | 2.84% | 4.27% | +1.43% |
| Max Financial Services Ltd. | 1.25% | 0.00% | -1.25% |
| PB Fintech Ltd. | 0.00% | 1.20% | +1.20% |
| Dhoot Transmission Ltd. | 0.00% | 1.18% | +1.18% |
| National Aluminium Company Ltd. | 3.01% | 2.02% | -0.99% |
| TD Power Systems Ltd. | 3.96% | 3.06% | -0.90% |
| Alkem Laboratories Ltd. | 0.87% | 0.00% | -0.87% |
| Kalyan Jewellers India Ltd. | 4.32% | 3.51% | -0.81% |
| Oracle Financial Services Software Ltd. | 4.25% | 3.51% | -0.74% |
| MTAR Technologies Ltd. | 2.79% | 3.29% | +0.50% |
| Cummins India Ltd. | 2.83% | 2.51% | -0.32% |
| Bharti Airtel Ltd. | 2.46% | 2.16% | -0.30% |
| Ujjivan Small Finance Bank Ltd. | 2.72% | 2.44% | -0.28% |
| Larsen & Toubro Ltd. | 2.68% | 2.94% | +0.26% |
| Coforge Ltd. | 2.38% | 2.63% | +0.25% |
| Five-Star Business Finance Ltd. | 3.43% | 3.21% | -0.22% |
| Kirloskar Oil Engines Ltd. | 2.67% | 2.45% | -0.22% |
| Delhivery Ltd. | 2.30% | 2.08% | -0.22% |
| Ultratech Cement Ltd. | 2.35% | 2.16% | -0.19% |
| Mahindra & Mahindra Ltd. | 2.12% | 2.30% | +0.18% |
| Eternal Ltd. | 3.83% | 3.98% | +0.15% |
| Cholamandalam Investment and Finance Company Ltd. | 3.29% | 3.16% | -0.13% |
| Fortis Healthcare Ltd. | 1.44% | 1.32% | -0.12% |
| TVS Motor Company Ltd. | 2.81% | 2.70% | -0.10% |
| RateGain Travel Technologies Ltd. | 2.48% | 2.39% | -0.09% |
| Interglobe Aviation Ltd. | 2.99% | 2.89% | -0.09% |
| Affle 3I Ltd. | 2.56% | 2.47% | -0.09% |
| ICICI Bank Ltd. | 2.58% | 2.51% | -0.08% |
| ICICI Prudential Asset Management Company Ltd. | 1.34% | 1.26% | -0.08% |
| The Phoenix Mills Ltd. | 1.73% | 1.66% | -0.07% |
| Prestige Estates Projects Ltd. | 1.95% | 1.88% | -0.06% |
| Shriram Finance Ltd | 3.92% | 3.98% | +0.06% |
| IDFC First Bank Ltd. | 2.04% | 1.99% | -0.06% |
| Radico Khaitan Ltd. | 5.09% | 5.04% | -0.06% |
| Thermax Ltd. | 2.02% | 1.99% | -0.04% |
| State Bank of India | 2.19% | 2.16% | -0.03% |
| Polycab India Ltd. | 2.12% | 2.11% | -0.02% |
| FSN E-Commerce Ventures Ltd. | 2.98% | 2.99% | +0.01% |
| SJS Enterprises Ltd. | 1.23% | 1.22% | 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 | ₹18,618 Cr | 2.10% | 8.1% | 10.6% | 16.1% |
 ICICI Prudential Large & Mid Cap Fund | ₹33,592 Cr | 2.04% | -1.6% | 6.3% | 13.0% |
 Bandhan Large & Mid Cap Fund | ₹21,020 Cr | 2.30% | 2.4% | 8.1% | 15.2% |
 Motilal Oswal Large and Midcap Fund | ₹20,159 Cr | 1.81% | 16.0% | 14.1% | 19.5% |
 Invesco India Large & Mid Cap Fund | ₹12,387 Cr | 1.87% | 12.9% | 13.8% | 18.1% |
 HSBC Large and Mid Cap Fund | ₹5,931 Cr | 2.47% | 10.7% | 10.7% | 14.9% |
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 months15.26% absolute | ₹60,000 | ₹69,156 | 15.26% | |
| 1 year7.12% annualised | ₹1,20,000 | ₹1,24,730 | 3.94% | |
| 3 years12.85% annualised | ₹3,60,000 | ₹4,41,099 | 22.53% | |
| 5 years10.39% annualised | ₹6,00,000 | ₹7,89,179 | 31.53% |
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 ₹90.16 as on 25 Sep 2026.
What is the expense ratio of Sundaram Large and Mid Cap Fund?
The expense ratio of Sundaram Large and Mid Cap Fund is 2.43% 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 7.4% over 1 year, 7.8% over 3 years and 11.6% 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 ₹76,995 Cr under management.