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Sundaram Large and Mid Cap Fund(G)

Sundaram Large and Mid Cap Fund(G)

85.012827 Apr 2026

Chart

PlanNormal
Returns (6 months)-3.935%
Expense ratio1.81%
Min Investment100
AUM6,030.8 Cr
Inception date28 Feb 2007

Return Calculator

₹500₹1,00,00,000
%
1%30%
1YR40YR
Investment Amount₹0
Estimated Returns₹0
Total Amount₹0

Benchmark Returns

BENCHMARK: NIFTY LargeMidcap 250 - TRI
Annualised returns
NAME
Fund Returns
Benchmark Returns
1W
1M
3M
6M
1Y
3Y
5Y
INCEPTION
NA
8.68%
1.13%
-3.93%
6.20%
16.11%
14.41%
11.81%
-0.35%
8.68%
1.13%
-3.93%
6.20%
16.11%
14.41%
11.81%

Holdings

Name
HDFC Bank Ltd.
HDFC Bank Ltd.
State Bank Of India
State Bank Of India
Larsen & Toubro Ltd.
Larsen & Toubro Ltd.
Eternal Ltd.
Eternal Ltd.
Bharti Airtel Ltd.
Bharti Airtel Ltd.
ICICI Bank Ltd.
ICICI Bank Ltd.
TVS Motor Company Ltd.
TVS Motor Company Ltd.
Amber Enterprises India Ltd.
Amber Enterprises India Ltd.
Ultratech Cement Ltd.
Ultratech Cement Ltd.
Polycab India Ltd.
Polycab India Ltd.
Infosys Ltd.
Infosys Ltd.
Reliance Industries Ltd.
Reliance Industries Ltd.
Shriram Finance Ltd.
Shriram Finance Ltd.
Delhivery Ltd.
Delhivery Ltd.
National Aluminium Company Ltd.
National Aluminium Company Ltd.
Interglobe Aviation Ltd.
Interglobe Aviation Ltd.
Alkem Laboratories Ltd.
Alkem Laboratories Ltd.
FSN E-Commerce Ventures Ltd.
FSN E-Commerce Ventures Ltd.
Jindal Steel Ltd.
Jindal Steel Ltd.
Axis Bank Ltd.
Axis Bank Ltd.
Cummins India Ltd.
Cummins India Ltd.
Radico Khaitan Ltd.
Radico Khaitan Ltd.
JK Cement Ltd.
JK Cement Ltd.
Kotak Mahindra Bank Ltd.
Kotak Mahindra Bank Ltd.
Mahindra & Mahindra Financial Services Ltd.
Mahindra & Mahindra Financial Services Ltd.
Bank Of Baroda
Bank Of Baroda
Mahindra & Mahindra Ltd.
Mahindra & Mahindra Ltd.
Tata Motors Ltd.
Tata Motors Ltd.
The Phoenix Mills Ltd.
The Phoenix Mills Ltd.
Prestige Estates Projects Ltd.
Prestige Estates Projects Ltd.
Coromandel International Ltd.
Coromandel International Ltd.
UNO Minda Ltd.
UNO Minda Ltd.
Persistent Systems Ltd.
Persistent Systems Ltd.
Max Financial Services Ltd.
Max Financial Services Ltd.
Jubilant FoodWorks Ltd.
Jubilant FoodWorks Ltd.
Fortis Healthcare Ltd.
Fortis Healthcare Ltd.
Kirloskar Oil Engines Ltd.
Kirloskar Oil Engines Ltd.
Dr. Lal Pathlabs Ltd.
Dr. Lal Pathlabs Ltd.
Multi Commodity Exchange Of India Ltd.
Multi Commodity Exchange Of India Ltd.
Affle 3i Ltd.
Affle 3i Ltd.
Gland Pharma Ltd.
Gland Pharma Ltd.
Varun Beverages Ltd.
Varun Beverages Ltd.
Coforge Ltd.
Coforge Ltd.
Bharti Hexacom Ltd.
Bharti Hexacom Ltd.
Schaeffler India Ltd.
Schaeffler India Ltd.
JSW Energy Ltd.
JSW Energy Ltd.
IDFC First Bank Ltd.
IDFC First Bank Ltd.
Torrent Power Ltd.
Torrent Power Ltd.
ZF Commercial Vehicle Control Systems India Ltd.
ZF Commercial Vehicle Control Systems India Ltd.
Marico Ltd.
Marico Ltd.
Kalyan Jewellers India Ltd.
Kalyan Jewellers India Ltd.
Hindustan Petroleum Corporation Ltd.
Hindustan Petroleum Corporation Ltd.
Devyani International Ltd.
Devyani International Ltd.
ICICI Prudential Asset Management Company Ltd.
ICICI Prudential Asset Management Company Ltd.
Instrument
Share %
Domestic Equities
3.72%
Domestic Equities
3.66%
Domestic Equities
3.16%
Domestic Equities
3.02%
Domestic Equities
2.66%
Domestic Equities
2.60%
Domestic Equities
2.59%
Domestic Equities
2.58%
Domestic Equities
2.54%
Domestic Equities
2.51%
Domestic Equities
2.49%
Domestic Equities
2.47%
Domestic Equities
2.46%
Domestic Equities
2.38%
Domestic Equities
2.36%
Domestic Equities
2.24%
Domestic Equities
2.20%
Domestic Equities
2.17%
Domestic Equities
2.16%
Domestic Equities
2.14%
Domestic Equities
2.13%
Domestic Equities
2.12%
Domestic Equities
2.05%
Domestic Equities
1.96%
Domestic Equities
1.88%
Domestic Equities
1.81%
Domestic Equities
1.71%
Domestic Equities
1.68%
Domestic Equities
1.65%
Domestic Equities
1.63%
Domestic Equities
1.54%
Domestic Equities
1.54%
Domestic Equities
1.54%
Domestic Equities
1.48%
Domestic Equities
1.48%
Domestic Equities
1.45%
Domestic Equities
1.38%
Domestic Equities
1.23%
Domestic Equities
1.19%
Domestic Equities
1.13%
Domestic Equities
1.10%
Domestic Equities
1.05%
Domestic Equities
1.01%
Domestic Equities
1.00%
Domestic Equities
1.00%
Domestic Equities
0.98%
Domestic Equities
0.97%
Domestic Equities
0.92%
Domestic Equities
0.91%
Domestic Equities
0.85%
Domestic Equities
0.52%
Domestic Equities
0.51%
Domestic Equities
0.26%
Domestic Equities
0.19%
Risk Meter
Risk MeterPin
Your investment is at
Very High Risk
Low
Moderately Low
Moderate
High
Very High Risk
Fund Managers
MR
Madanagopal Ramu
Lock in Period
Nil
Investment cannot be redeemed before this period completes.
Exit Load
Nil upto 25% of units and 1% for remaining units on or before 365D, Nil after 365D

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