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Sundaram Large and Mid Cap Fund(G)

Sundaram Large and Mid Cap Fund(G)

93.82058 Sept 2026

Chart

PlanNormal
Returns (6 months)10.995%
Expense ratio2.43%
Min Investment100
AUM7,221.67 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
-0.62%
13.35%
10.99%
10.99%
13.68%
11.52%
12.14%
-0.10%
-0.62%
13.35%
10.99%
10.99%
13.68%
11.52%
12.14%

Holdings

Name
Radico Khaitan Ltd.
Radico Khaitan Ltd.
Kalyan Jewellers India Ltd.
Kalyan Jewellers India Ltd.
Oracle Financial Services Software Ltd.
Oracle Financial Services Software Ltd.
TD Power Systems Ltd.
TD Power Systems Ltd.
Shriram Finance Ltd.
Shriram Finance Ltd.
Eternal Ltd.
Eternal Ltd.
Five-Star Business Finance Ltd.
Five-Star Business Finance Ltd.
Cholamandalam Investment and Finance Company Ltd.
Cholamandalam Investment and Finance Company Ltd.
National Aluminium Company Ltd.
National Aluminium Company Ltd.
Interglobe Aviation Ltd.
Interglobe Aviation Ltd.
FSN E-Commerce Ventures Ltd.
FSN E-Commerce Ventures Ltd.
Lenskart Solutions Ltd.
Lenskart Solutions Ltd.
Cummins India Ltd.
Cummins India Ltd.
TVS Motor Company Ltd.
TVS Motor Company Ltd.
MTAR Technologies Ltd.
MTAR Technologies Ltd.
Ujjivan Small Finance Bank Ltd.
Ujjivan Small Finance Bank Ltd.
Larsen & Toubro Ltd.
Larsen & Toubro Ltd.
Kirloskar Oil Engines Ltd.
Kirloskar Oil Engines Ltd.
ICICI Bank Ltd.
ICICI Bank Ltd.
Affle 3i Ltd.
Affle 3i Ltd.
RateGain Travel Technologies Ltd.
RateGain Travel Technologies Ltd.
Bharti Airtel Ltd.
Bharti Airtel Ltd.
Coforge Ltd.
Coforge Ltd.
Ultratech Cement Ltd.
Ultratech Cement Ltd.
Delhivery Ltd.
Delhivery Ltd.
State Bank Of India
State Bank Of India
Polycab India Ltd.
Polycab India Ltd.
Mahindra & Mahindra Ltd.
Mahindra & Mahindra Ltd.
IDFC First Bank Ltd.
IDFC First Bank Ltd.
Thermax Ltd.
Thermax Ltd.
Prestige Estates Projects Ltd.
Prestige Estates Projects Ltd.
The Phoenix Mills Ltd.
The Phoenix Mills Ltd.
UNO Minda Ltd.
UNO Minda Ltd.
Fortis Healthcare Ltd.
Fortis Healthcare Ltd.
ICICI Prudential Asset Management Company Ltd.
ICICI Prudential Asset Management Company Ltd.
Max Financial Services Ltd.
Max Financial Services Ltd.
SJS Enterprises Ltd.
SJS Enterprises Ltd.
Alkem Laboratories Ltd.
Alkem Laboratories Ltd.
Instrument
Share %
Domestic Equities
5.09%
Domestic Equities
4.32%
Domestic Equities
4.25%
Domestic Equities
3.96%
Domestic Equities
3.92%
Domestic Equities
3.83%
Domestic Equities
3.43%
Domestic Equities
3.29%
Domestic Equities
3.01%
Domestic Equities
2.99%
Domestic Equities
2.98%
Domestic Equities
2.84%
Domestic Equities
2.83%
Domestic Equities
2.81%
Domestic Equities
2.79%
Domestic Equities
2.72%
Domestic Equities
2.68%
Domestic Equities
2.67%
Domestic Equities
2.58%
Domestic Equities
2.56%
Domestic Equities
2.48%
Domestic Equities
2.46%
Domestic Equities
2.38%
Domestic Equities
2.35%
Domestic Equities
2.30%
Domestic Equities
2.19%
Domestic Equities
2.12%
Domestic Equities
2.12%
Domestic Equities
2.04%
Domestic Equities
2.02%
Domestic Equities
1.95%
Domestic Equities
1.73%
Domestic Equities
1.47%
Domestic Equities
1.44%
Domestic Equities
1.34%
Domestic Equities
1.25%
Domestic Equities
1.23%
Domestic Equities
0.87%
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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