NAV
₹104.4668
as of 31 Jul 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- +9.91%
- 3Y
- +15.27%
- 5Y
- +14.15%
- Since Inception
- +15.18%
SIP returns (XIRR)
- 1Y
- +14.69%
- 3Y
- +11.98%
- 5Y
- +14.11%
- Since Inception
- +15.88%
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.
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
- 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 · 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