Sundaram Large and Mid Cap Fund · Regular · Growth
NAV
₹91.8675
as of 31 Jul 2026
Expense Ratio
1.80%
AUM
₹6,431 Cr
Lumpsum returns (CAGR)
- 1Y
- +8.75%
- 3Y
- +14.05%
- 5Y
- +12.89%
- Since Inception
- +12.22%
SIP returns (XIRR)
- 1Y
- +13.51%
- 3Y
- +10.80%
- 5Y
- +12.87%
- Since Inception
- +13.50%
What history actually did — last 10 years (Aug 2016 – Jul 2026)
A ₹5,000 monthly SIP for the last 10 years (Aug 2016 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹12,47,263 today — ₹5,95,000 invested, 14.4% XIRR.
₹5,95,000
Invested
₹12,47,263
Value today
14.4%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Aug 2016 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹3,81,289 today (14.3% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Aug 2016 would still hold ₹25,65,632.
Fund vs Benchmark (TRI)
Same SIP, benchmark total-return index
The same SIP would be worth ₹12,47,263 in this fund vs ₹13,49,755 in the benchmark — underperformance of ₹1,02,492.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Aug 2016 – Jul 2026) (22 Mar 2020) would be ₹3,88,887 today (3.89×).
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, annualised0.29
Sharpe Ratio
+0.05
Alpha
0.40
Beta
0.28
Sortino
15.30%
Std Dev
-14.12%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 30 Jun 2026- Finance10.59%
- Banks10.57%
- IT - Software9.47%
- Industrial Products8.37%
- Electrical Equipment6.92%
- Beverages6.76%
- Retailing5.88%
- Transport Services5.53%
- Capital Markets5.22%
- Realty3.79%
- Cement & Cement Products3.25%
- Non - Ferrous Metals3.02%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
- 1Radico Khaitan Ltd4.78%
- 2Oracle Financial Services Software Ltd4.23%
- 3Shriram Finance Ltd4.03%
- 4Mtar Technologies Ltd3.61%
- 5Td Power Systems Ltd3.31%
- 6Cholamandalam Investment And Finance Company Ltd3.29%
- 7Five-Star Business Finance Ltd3.27%
- 8Interglobe Aviation Ltd3.20%
- 9National Aluminium Company Ltd3.02%
- 10Zomato Ltd3.01%
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 ₹6,431 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