Sundaram Large and Mid Cap Fund - Growth - Regular Plan

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  • (-0.43%)Nav, as on 25-03-2025

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

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

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Large and Midcap Fund Regular Plan - Growth 5.95 -6.95 10.60 13.89 27.04 12.13
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY LargeMidcap 250 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Large and Midcap Fund Regular Plan - Growth Feb 27, 2007 Unrated 10.60 13.89 27.04 1.86 5,861.32
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option Jul 09, 2010 Unrated 7.75 13.49 28.99 1.56 33,677.94
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth Feb 28, 1993 13.26 16.94 30.11 1.62 27,384.68
Kotak Equity Opportunities Fund - Growth Sep 09, 2004 11.21 17.62 29.17 1.63 22,852.63
HDFC Large and Mid Cap Fund - Regular Growth Plan Feb 18, 1994 10.39 19.73 33.59 1.68 21,526.58
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 Unrated 16.04 15.45 28.38 1.64 21,405.22

Fund Holdings as on 28-February-2025

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • Infosys Ltd

  • State Bank of India

  • Bharti Airtel Ltd

  • Larsen & Toubro Ltd

  • Kotak Mahindra Bank Ltd

  • Alkem Laboratories Ltd

  • Axis Bank Ltd

  • Zomato Ltd

  • Jubilant Foodworks Ltd

  • UNO Minda Ltd

  • Cash and Other Net Current Assets

  • Lupin Ltd

  • Amber Enterprises India Ltd

  • Sun Pharmaceutical Industries Ltd

  • United Breweries Ltd

  • Tata Consultancy Services Ltd

  • Ultratech Cement Ltd

  • Marico Ltd

  • Info Edge (India) Ltd

  • Bajaj Finance Ltd

  • Bank of Baroda

  • The Indian Hotels Company Ltd

  • Persistent Systems Ltd

  • MphasiS Ltd

  • Fortis Health Care Ltd

  • Sundaram Money Market Fund-Direct Plan - Growth

  • Hindustan Petroleum Corporation Ltd

  • Bharti Hexacom Ltd

  • The Federal Bank Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • Max Healthcare Institute Ltd

  • NTPC LTD

  • JK Cement Ltd

  • ITC Ltd

  • Multi Commodity Exchange of India Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Oberoi Realty Ltd

  • Metro Brands Ltd

  • Affle (India) Ltd

  • Dr Lal Path Labs Ltd

  • Varun Beverages Ltd

  • Polycab India Ltd

  • PI Industries Ltd

  • Schaeffler India Ltd

  • Tube Investments of India Ltd

  • Dr. Reddys Laboratories Ltd

  • Cummins India Ltd

  • Max Financial Services Ltd

  • Bharat Petroleum Corporation Ltd

  • Tata Motors Ltd

  • ABB India Ltd

  • GE Vernova T and D India Ltd

  • JSW Infrastructure Ltd

  • Apollo Tyres Ltd

  • Grasim Industries Ltd

  • Bharat Forge Ltd

  • Titan Company Ltd

  • Prestige Estates Projects Ltd

  • Hindustan Aeronautics Ltd

  • Triveni Turbine Ltd

  • TREPS

  • REC Ltd

  • Mankind Pharma Ltd

  • Kalyan Jewellers India Ltd

  • ACC Ltd

  • The Phoenix Mills Ltd

  • Kirloskar Oil Engines Ltd

  • Bharat Heavy Electricals Ltd

  • Delhivery Ltd

  • Ola Electric Mobility Ltd

  • Coal India Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • Torrent Power Ltd

  • TATA Power Company Ltd

  • Emami Ltd

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Refineries

  • Consumer Food

  • Bank - Public

  • Telecommunication - Service Provider

  • Finance - NBFC

  • Hospital & Healthcare Services

  • Cement & Construction Materials

  • BPO/ITeS

  • Construction - Real Estate

  • Miscellaneous

  • Engineering - Construction

  • Power Generation/Distribution

  • e-Commerce

  • Engineering - Industrial Equipments

  • Auto Ancillary

  • Air Conditioners

  • Breweries & Distilleries

  • Electric Equipment

  • Diamond & Jewellery

  • Hotel, Resort & Restaurants

  • Cigarettes/Tobacco

  • Finance - Stock Broking

  • Retailing

  • Cable

  • Pesticides & Agrochemicals

  • Bearings

  • Cycles

  • Diesel Engines

  • Automobiles-Trucks/Lcv

  • Finance - Others

  • Port

  • Tyres & Allied

  • Diversified

  • Forgings

  • Defence

  • Finance Term Lending

  • Courier Services

  • Automobile Two & Three Wheelers

  • Mining & Minerals

  • Insurance

  • Household & Personal Products

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  • Cash

  • Equity

  • MFU

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About Sundaram Large and Mid Cap Fund

Scheme Analysis

Sundaram Large and Mid Cap Fund is a Equity - Large & Mid Cap Fund fund and belongs to Sundaram Mutual Fund. It was launched on 27-Feb-2007 and currently has an AUM of ₹5,861.33 crore. Sundaram Large and Mid Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY LargeMidcap 250 - TRI as secondary index.

The NAV of Sundaram Large and Mid Cap Fund ended down ₹-0.34(-0.43%)yesterday to ₹78.9268.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd, and

The Sundaram Large and Mid Cap Fund is managed by S. Bharath and Ashish Aggarwal.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156