Sundaram Large and Mid Cap Fund · Regular · Growth
NAV
₹90.6435
as of 14 Jul 2026
Expense Ratio
1.80%
AUM
₹6,473 Cr
Lumpsum returns (CAGR)
- 1Y
- +6.34%
- 3Y
- +14.33%
- 5Y
- +12.98%
- Since Inception
- +12.17%
SIP returns (XIRR)
- 1Y
- +11.95%
- 3Y
- +10.21%
- 5Y
- +12.56%
- Since Inception
- +13.43%
What history actually did — last 10 years (Jul 2016 – Jul 2026)
A ₹5,000 monthly SIP for the last 10 years (Jul 2016 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹12,49,555 today — ₹6,00,000 invested, 14.2% XIRR.
₹6,00,000
Invested
₹12,49,555
Value today
14.2%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Jul 2016 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹3,79,566 today (14.3% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Jul 2016 would still hold ₹25,46,109.
Fund vs Benchmark (TRI)
Same SIP, benchmark total-return index
The same SIP would be worth ₹12,49,555 in this fund vs ₹13,55,697 in the benchmark — underperformance of ₹1,06,142.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Jul 2016 – Jul 2026) (22 Mar 2020) would be ₹3,83,705 today (3.84×).
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, annualised0.16
Sharpe Ratio
+0.03
Alpha
0.40
Beta
0.16
Sortino
15.58%
Std Dev
-14.12%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 May 2026- Banks9.81%
- Finance9.79%
- IT - Software8.30%
- Beverages6.61%
- Industrial Products6.12%
- Retailing5.51%
- Transport Services5.07%
- Capital Markets4.89%
- Non - Ferrous Metals3.94%
- Realty3.53%
- Electrical Equipment3.44%
- Cement & Cement Products3.39%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
- 1Radico Khaitan Ltd4.46%
- 2National Aluminium Company Ltd3.94%
- 3Shriram Finance Ltd3.83%
- 4Oracle Financial Services Software Ltd3.35%
- 5Five-Star Business Finance Ltd3.01%
- 6Larsen & Toubro Ltd2.99%
- 7Zomato Ltd2.98%
- 8Cholamandalam Investment And Finance Company Ltd2.95%
- 9Coforge Ltd2.76%
- 10Interglobe Aviation Ltd2.75%
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