NAV
₹99.4855
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- +6.17%
- 3Y
- +15.28%
- 5Y
- +14.79%
- Since Inception
- +14.91%
SIP returns (XIRR)
- 1Y
- +7.29%
- 3Y
- +9.90%
- 5Y
- +12.84%
- Since Inception
- +15.47%
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 · Direct · Growth?
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Sundaram Large and Midcap Fund Regular Plan - Growth
- 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 · Direct · 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 · Direct · Growth is a Large & Mid Cap mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 13 years.
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