Money Lancer
Equity: Large and Mid Cap
Sundaram Mutual Fund
Sundaram Mutual Fund · Equity: Large and Mid Cap

Sundaram Large And Midcap Fund Regular Plan - Growth

To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or Trustees by the Asset management Company.

EquityBenchmark · Nifty Large Midcap 250 TRITER · 1.81%Inception · 10-02-2007
NAV
90.64
-0.77% · as of 14-07-2026
Since inception
13.99%
CAGR
Benchmark (inception)
15.54%
CAGR
Fund size
₹6,991 Cr
AUM
Expense ratio
1.81%
31-05-2026
Performance

Returns vs benchmark & category

Since inception: +13.99% CAGR vs benchmark +15.54%.

Portfolio

Where the money is invested

Top holdings

RADICO KHAITAN LIMITED EQ NEW FV RS. 2/-4.46%
NATIONAL ALUMINIUM COMPANY LIMITED EQ NEW F.V. RS.5/-3.94%
Shriram Finance Limited3.83%
ORACLE FINANCIAL SERVICES SOFTWARE LIMITED EQ FV RS.5/-3.35%
FIVE-STAR BUSINESS FINANCE LIMITED EQ NEW FV RE.1/-3.01%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-2.99%
ZOMATO LIMITED EQ2.98%
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/-2.95%
Coforge Limited2.76%
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/-2.75%

Sector allocation

Financial Services25.99%
Information Technology10.86%
Capital Goods9.58%
Fast Moving Consumer Goods7.47%
Consumer Services5.51%
Services5.08%
Healthcare4.35%
Automobile and Auto Components4.24%
Metals & Mining3.94%
Realty3.53%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 14.0% p.a.
₹10,000
10 years
Projected value
₹26,19,317
Invested: ₹12,00,000
Gained: ₹14,19,317
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
M
Madanagopal Ramu, Shalav Saket
Manager since fund inception data not available
ISIN & identifiers
AMFI code
105001
ISIN (Growth)
INF903J01DT1
ISIN (Div Re-inv)
Status
Open Ended Schemes
Peers

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