NAV
₹101.6905
as of 30 Sept 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- +6.88%
- 3Y
- +13.48%
- 5Y
- +11.70%
- Since Inception
- +14.76%
SIP returns (XIRR)
- 1Y
- +6.49%
- 3Y
- +8.44%
- 5Y
- +12.11%
- Since Inception
- +15.22%
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Retailing11.24%
- Finance10.35%
- Banks9.10%
- IT - Software8.53%
- Electrical Equipment8.33%
- Industrial Products7.06%
- Beverages5.04%
- Automobiles5.00%
- Transport Services4.97%
- Financial Technology (Fintech)3.87%
- Realty3.55%
- Consumer Durables3.51%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Sundaram Large and Midcap Fund Regular Plan - Growth
- 1Radico Khaitan Ltd5.04%
- 2Lenskart Solutions Limited4.27%
- 3Shriram Finance Ltd3.98%
- 4Eternal Ltd (Previously Zomato Ltd)3.98%
- 5Oracle Financial Services Software Ltd3.51%
- 6Kalyan Jewellers India Ltd3.51%
- 7Mtar Technologies Ltd3.29%
- 8Five-Star Business Finance Ltd3.21%
- 9Cholamandalam Investment And Finance Company Ltd3.16%
- 10Td Power Systems Ltd3.06%
What this fund does
Sundaram Large and Mid Cap Fund · Direct · 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 · Direct · Growth is a Large & Mid Cap mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 13 years.