Sundaram Large and Mid Cap Fund · Regular · Growth
NAV
₹87.5960
as of 17 Jun 2026
Expense Ratio
1.80%
AUM
₹6,473 Cr
Lumpsum returns (CAGR)
- 1Y
- +5.04%
- 3Y
- +14.05%
- 5Y
- +13.51%
- Since Inception
- +12.02%
SIP returns (XIRR)
- 1Y
- +6.16%
- 3Y
- +8.72%
- 5Y
- +11.60%
- Since Inception
- +13.22%
This fund trailed its benchmark
Top performers in Large & Mid Cap by 5Y CAGR
Motilal Oswal Large and Midcap Fund · Regular · Growth
ICICI Prudential Large and Mid Cap Fund · Regular · Growth
Invesco India Large and Mid Cap Fund · Regular · Growth
SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹1,15,500
Invested
₹4,47,754
Value today
12.6%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹8,323
Value today
11.6%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹11,55,000
Withdrawn
₹38,45,614
Corpus left
+₹40,00,614 net gain — withdrew ₹11,55,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹40,42,602
Value today
-19.1%
vs lumpsum
Direct lumpsum would have beaten STP by 19.1% — but STP reduced timing risk
Model your own STP with real NAV₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹3,45,791
Value today
3.5×
Multiple
Staying invested through that crash turned ₹1L into ₹3,45,791 — a 3.5× return
Read: Staying invested through crashesRisk Metrics
Trailing 1 year, annualised-0.20
Sharpe Ratio
-0.03
Alpha
0.49
Beta
-0.19
Sortino
15.68%
Std Dev
-16.32%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 30 Apr 2026- Banks13.00%
- Retailing6.00%
- IT - Software6.00%
- Finance6.00%
- Capital Markets5.00%
- Beverages5.00%
- Transport Services5.00%
- Industrial Products5.00%
- Cement & Cement Products4.00%
- Realty4.00%
- Power4.00%
- Non - Ferrous Metals3.00%
Each sector links to the mutual funds most exposed to it.
Thinking about Sundaram Large and Mid Cap Fund · Regular · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
Fund Details
Available transactions
Portfolio holdings
- 1Shriram Finance Ltd3.86%
- 2State Bank Of India3.66%
- 3Oracle Financial Services Software Ltd3.33%
- 4National Aluminium Company Ltd3.16%
- 5Radico Khaitan Ltd3.00%
- 6Larsen & Toubro Ltd3.00%
- 7Zomato Ltd2.99%
- 8Interglobe Aviation Ltd2.72%
- 9Fsn E–Commerce Ventures Ltd(Nykaa)2.60%
- 10Bharti Airtel Ltd2.58%
Investment Objective
Sundaram Large and Mid Cap Fund · Regular · Growth seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.
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 ₹6,473 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%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations