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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 · 2.36%Inception · 10-02-2007
NAV
₹88.25
-0.93% · as of 14-10-2026
Since inception
13.64%
CAGR
Benchmark (inception)
15.06%
CAGR
Fund size
₹7,131 Cr
AUM
Expense ratio
2.36%
29-09-2026
Performance

Returns vs benchmark & category

Since inception: +13.64% CAGR vs benchmark +15.06%.

Portfolio

Where the money is invested

Top holdings

RADICO KHAITAN LIMITED EQ NEW FV RS. 2/-4.78%
ORACLE FINANCIAL SERVICES SOFTWARE LIMITED EQ FV RS.5/-4.23%
Shriram Finance Limited4.03%
MTAR TECHNOLOGIES LIMITED EQ3.61%
TD POWER SYSTEMS LIMITED EQ NEW FV RS.2/-3.31%
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/-3.29%
FIVE-STAR BUSINESS FINANCE LIMITED EQ NEW FV RE.1/-3.27%
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/-3.20%
NATIONAL ALUMINIUM COMPANY LIMITED EQ NEW F.V. RS.5/-3.02%
ZOMATO LIMITED EQ3.01%

Sector allocation

Financial Services27.75%
Capital Goods15.29%
Information Technology11.84%
Fast Moving Consumer Goods6.76%
Consumer Services5.88%
Services5.52%
Automobile and Auto Components4.12%
Realty3.79%
Construction Materials3.24%
Metals & Mining3.02%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 13.6% p.a.
₹10,000
10 years
Projected value
₹25,64,151
Invested: ₹12,00,000
Gained: ₹13,64,151
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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