Sundaram Large and Mid Cap Fund - Growth - Regular Plan

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  • 0.64 %Nav, as on 20-02-2025

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  • Net Change on 20-02-2025

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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 -5.96 -7.61 5.64 12.38 14.86 11.96
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 5.64 12.38 14.86 1.85 6,470.35
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option Jul 09, 2010 Unrated 1.51 11.45 17.23 1.55 36,514.01
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth Feb 28, 1993 7.21 15.71 18.05 1.61 28,677.29
Kotak Equity Opportunities Fund - Growth Sep 09, 2004 7.63 16.44 17.68 1.61 24,533.81
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 Unrated 10.54 13.01 16.74 1.62 23,338.91
HDFC Large and Mid Cap Fund - Regular Growth Plan Feb 18, 1994 4.14 18.25 20.98 1.67 23,139.67

Fund Holdings as on 31-January-2025

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • Infosys Ltd

  • TREPS

  • State Bank of India

  • Zomato Ltd

  • Larsen & Toubro Ltd

  • Bharti Airtel Ltd

  • Kotak Mahindra Bank Ltd

  • Jubilant Foodworks Ltd

  • Alkem Laboratories Ltd

  • UNO Minda Ltd

  • Tata Consultancy Services Ltd

  • Lupin Ltd

  • United Breweries Ltd

  • Sun Pharmaceutical Industries Ltd

  • Amber Enterprises India Ltd

  • Ultratech Cement Ltd

  • Axis Bank Ltd

  • MphasiS Ltd

  • Oberoi Realty Ltd

  • Info Edge (India) Ltd

  • Persistent Systems Ltd

  • NTPC LTD

  • Bank of Baroda

  • The Indian Hotels Company Ltd

  • Varun Beverages Ltd

  • Hindustan Petroleum Corporation Ltd

  • Marico Ltd

  • Fortis Health Care Ltd

  • Tube Investments of India Ltd

  • Apollo Tyres Ltd

  • Polycab India Ltd

  • Dr. Reddys Laboratories Ltd

  • ITC Ltd

  • Multi Commodity Exchange of India Ltd

  • Max Healthcare Institute Ltd

  • Bharti Hexacom Ltd

  • The Federal Bank Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • PI Industries Ltd

  • Affle (India) Ltd

  • Schaeffler India Ltd

  • Metro Brands Ltd

  • GE Vernova T and D India Ltd

  • JK Cement Ltd

  • Tata Motors Ltd

  • Dr Lal Path Labs Ltd

  • Cummins India Ltd

  • Max Financial Services Ltd

  • Triveni Turbine Ltd

  • Hindustan Aeronautics Ltd

  • Bharat Petroleum Corporation Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • ABB India Ltd

  • Prestige Estates Projects Ltd

  • Bharat Forge Ltd

  • Titan Company Ltd

  • Kirloskar Oil Engines Ltd

  • REC Ltd

  • JSW Infrastructure Ltd

  • Aurobindo Pharma Ltd

  • Delhivery Ltd

  • Ola Electric Mobility Ltd

  • ACC Ltd

  • Kalyan Jewellers India Ltd

  • Cash and Other Net Current Assets

  • Sona BLW Precision Forgings Ltd

  • Grasim Industries Ltd

  • Bharat Heavy Electricals Ltd

  • Torrent Power Ltd

  • Kajaria Ceramics Ltd

  • Coal India Ltd

  • TATA Power Company Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • BAJAJ HOUSING FINANCE LTD

  • The Phoenix Mills Ltd

  • Trent Ltd

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Refineries

  • Consumer Food

  • Bank - Public

  • Miscellaneous

  • Telecommunication - Service Provider

  • Cement & Construction Materials

  • Hospital & Healthcare Services

  • Construction - Real Estate

  • BPO/ITeS

  • Auto Ancillary

  • Power Generation/Distribution

  • e-Commerce

  • Engineering - Construction

  • Engineering - Industrial Equipments

  • Finance - NBFC

  • Electric Equipment

  • Breweries & Distilleries

  • Air Conditioners

  • Diamond & Jewellery

  • Hotel, Resort & Restaurants

  • Cycles

  • Cable

  • Tyres & Allied

  • Cigarettes/Tobacco

  • Finance - Stock Broking

  • Retailing

  • Pesticides & Agrochemicals

  • Bearings

  • Automobiles-Trucks/Lcv

  • Diesel Engines

  • Finance - Others

  • Defence

  • Forgings

  • Finance Term Lending

  • Port

  • Courier Services

  • Automobile Two & Three Wheelers

  • Diversified

  • Ceramics/Marble/Granite/Sanitaryware

  • Mining & Minerals

  • Insurance

  • Finance - Housing

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  • Cash

  • Equity

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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 ₹6,470.35 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 up ₹0.49(0.64%)yesterday to ₹76.3282.

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