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Sundaram Large and Mid Cap Fund(G)

Sundaram Large and Mid Cap Fund(G)

81.686811 Jun 2026

Chart

PlanNormal
Returns (6 months)-6.04%
Expense ratio1.82%
Min Investment100
AUM6,690.34 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
-3.81%
-0.58%
-6.04%
-3.59%
12.18%
11.69%
11.50%
-3.29%
-3.81%
-0.58%
-6.04%
-3.59%
12.18%
11.69%
11.50%

Holdings

Name
Radico Khaitan Ltd.
Radico Khaitan Ltd.
National Aluminium Company Ltd.
National Aluminium Company Ltd.
Shriram Finance Ltd.
Shriram Finance Ltd.
Oracle Financial Services Software Ltd.
Oracle Financial Services Software Ltd.
Five-Star Business Finance Ltd.
Five-Star Business Finance Ltd.
Larsen & Toubro Ltd.
Larsen & Toubro Ltd.
Eternal Ltd.
Eternal Ltd.
Cholamandalam Investment and Finance Company Ltd.
Cholamandalam Investment and Finance Company Ltd.
Coforge Ltd.
Coforge Ltd.
Interglobe Aviation Ltd.
Interglobe Aviation Ltd.
Angel One Ltd.
Angel One Ltd.
Affle 3i Ltd.
Affle 3i Ltd.
FSN E-Commerce Ventures Ltd.
FSN E-Commerce Ventures Ltd.
Bharti Airtel Ltd.
Bharti Airtel Ltd.
Ultratech Cement Ltd.
Ultratech Cement Ltd.
ICICI Bank Ltd.
ICICI Bank Ltd.
Polycab India Ltd.
Polycab India Ltd.
Delhivery Ltd.
Delhivery Ltd.
State Bank Of India
State Bank Of India
RateGain Travel Technologies Ltd.
RateGain Travel Technologies Ltd.
Varun Beverages Ltd.
Varun Beverages Ltd.
Hindustan Petroleum Corporation Ltd.
Hindustan Petroleum Corporation Ltd.
Multi Commodity Exchange Of India Ltd.
Multi Commodity Exchange Of India Ltd.
Cummins India Ltd.
Cummins India Ltd.
IDFC First Bank Ltd.
IDFC First Bank Ltd.
MTAR Technologies Ltd.
MTAR Technologies Ltd.
Kirloskar Oil Engines Ltd.
Kirloskar Oil Engines Ltd.
Ujjivan Small Finance Bank Ltd.
Ujjivan Small Finance Bank Ltd.
Prestige Estates Projects Ltd.
Prestige Estates Projects Ltd.
Kalyan Jewellers India Ltd.
Kalyan Jewellers India Ltd.
The Phoenix Mills Ltd.
The Phoenix Mills Ltd.
TD Power Systems Ltd.
TD Power Systems Ltd.
Mahindra & Mahindra Ltd.
Mahindra & Mahindra Ltd.
Fortis Healthcare Ltd.
Fortis Healthcare Ltd.
Gland Pharma Ltd.
Gland Pharma Ltd.
Max Financial Services Ltd.
Max Financial Services Ltd.
Bank Of Baroda
Bank Of Baroda
UNO Minda Ltd.
UNO Minda Ltd.
JSW Energy Ltd.
JSW Energy Ltd.
Amber Enterprises India Ltd.
Amber Enterprises India Ltd.
SJS Enterprises Ltd.
SJS Enterprises Ltd.
Torrent Power Ltd.
Torrent Power Ltd.
Alkem Laboratories Ltd.
Alkem Laboratories Ltd.
JK Cement Ltd.
JK Cement Ltd.
Marico Ltd.
Marico Ltd.
Indegene Ltd.
Indegene Ltd.
ICICI Prudential Asset Management Company Ltd.
ICICI Prudential Asset Management Company Ltd.
Neuland Laboratories Ltd.
Neuland Laboratories Ltd.
Persistent Systems Ltd.
Persistent Systems Ltd.
Instrument
Share %
Domestic Equities
4.46%
Domestic Equities
3.94%
Domestic Equities
3.83%
Domestic Equities
3.35%
Domestic Equities
3.01%
Domestic Equities
2.99%
Domestic Equities
2.98%
Domestic Equities
2.95%
Domestic Equities
2.76%
Domestic Equities
2.75%
Domestic Equities
2.56%
Domestic Equities
2.55%
Domestic Equities
2.53%
Domestic Equities
2.46%
Domestic Equities
2.45%
Domestic Equities
2.44%
Domestic Equities
2.39%
Domestic Equities
2.33%
Domestic Equities
2.22%
Domestic Equities
2.18%
Domestic Equities
2.15%
Domestic Equities
2.13%
Domestic Equities
2.12%
Domestic Equities
1.94%
Domestic Equities
1.86%
Domestic Equities
1.81%
Domestic Equities
1.80%
Domestic Equities
1.79%
Domestic Equities
1.78%
Domestic Equities
1.76%
Domestic Equities
1.75%
Domestic Equities
1.64%
Domestic Equities
1.59%
Domestic Equities
1.53%
Domestic Equities
1.52%
Domestic Equities
1.50%
Domestic Equities
1.50%
Domestic Equities
1.48%
Domestic Equities
1.46%
Domestic Equities
1.38%
Domestic Equities
1.17%
Domestic Equities
1.14%
Domestic Equities
1.01%
Domestic Equities
0.95%
Domestic Equities
0.86%
Domestic Equities
0.23%
Domestic Equities
0.21%
Domestic Equities
0.06%
Domestic Equities
0.02%
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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