Sundaram Large and Mid Cap Fund · Regular · Growth
NAV
₹91.6587
as of 13 Nov 2026
Expense Ratio
1.80%
AUM
₹7,300 Cr
Lumpsum returns (CAGR)
- 1Y
- +4.13%
- 3Y
- +13.08%
- 5Y
- +9.78%
- Since Inception
- +12.01%
SIP returns (XIRR)
- 1Y
- +10.27%
- 3Y
- +7.97%
- 5Y
- +11.51%
- Since Inception
- +13.17%
What history actually did — last 10 years (Nov 2016 – Nov 2026)
A ₹5,000 monthly SIP for the last 10 years (Nov 2016 – Nov 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹12,09,648 today — ₹6,00,000 invested, 13.6% XIRR.
₹6,00,000
Invested
₹12,09,648
Value today
13.6%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Nov 2016 – Nov 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹3,82,466 today (14.4% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Nov 2016 would still hold ₹26,15,011.
Fund vs Benchmark (TRI)
Same SIP, benchmark total-return index
The same SIP would be worth ₹12,09,648 in this fund vs ₹13,14,553 in the benchmark — underperformance of ₹1,04,905.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Nov 2016 – Nov 2026) (22 Mar 2020) would be ₹3,88,003 today (3.88×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised0.12
Sharpe Ratio
—
Alpha
—
Beta
0.12
Sortino
15.01%
Std Dev
-14.12%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 30 Sept 2026- Retailing11.68%
- Banks10.07%
- Finance9.93%
- Electrical Equipment8.94%
- IT - Software7.39%
- Industrial Products7.21%
- Beverages5.19%
- Automobiles4.89%
- Transport Services4.89%
- Financial Technology (Fintech)4.77%
- Realty3.60%
- Consumer Durables3.41%
Each sector links to the mutual funds most exposed to it.
Related reading
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Fund Details
Available transactions
Portfolio holdings
- 1Radico Khaitan Ltd5.19%
- 2Lenskart Solutions Limited4.67%
- 3Eternal Ltd (Previously Zomato Ltd)4.11%
- 4Mtar Technologies Ltd3.84%
- 5One 97 Communications Ltd3.73%
- 6Shriram Finance Ltd3.73%
- 7Kalyan Jewellers India Ltd3.41%
- 8Five-Star Business Finance Ltd3.28%
- 9Td Power Systems Ltd3.27%
- 10Ujjivan Small Finance Bank Ltd3.20%
What this fund does
Sundaram Large and Mid Cap Fund · Regular · Growth aims to achieve long-term capital appreciation by investing in both large-cap and mid-cap companies, with a minimum 35% allocation to each segment. This blend pairs the size of large-caps with the growth profile of mid-caps.
About This Fund
Sundaram Large and Mid Cap Fund · Regular · Growth is a Large & Mid Cap mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 19 years. It manages assets worth ₹7,300 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Large Midcap 250 TRI. The current expense ratio is 1.80%.