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Aug 18, 2026


Category Equity
AUM (Cr.) 7,221.67
Exit Load (%) 0.00
Min Inv Lumpsum 100
Expense Ratio 2.73
Sharpe Ratio 4.79
Beta Ratio 0.00
Fund Manager Madanagopal Ramu
Inception Date Feb 27, 2007
Risk Level Very High

Investment Objective

To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks

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Nifty 500 Activating the following links will update the content below.

Return Calculator

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Large and Mid Cap Fund (G) 5.15 7.43 12.15 16.16 12.89 12.26
Benchmark - Nifty 500 6.16 0.01 6.19 3.64 7.55 0
Category Average - BEST EQUITY PERFORMERS 1.82 3.32 5.75 15.33 13.36 12.47
Category Rank 6/7 5/7 6/7 5/7 7/7 7/7
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Quant Large and Mid Cap Fund (B) 102.6509 0.75 0.00 0.00 0.00 3,496.35 2.45 5,000.00 invest
Invesco India Large & Mid Cap Fund (G) 110.7700 0.09 8.46 23.41 17.20 11,746.40 1.95 100.00 invest
Invesco India Large & Mid Cap Fund (IDCW) 44.8100 0.09 8.18 23.29 17.13 11,746.40 1.95 100.00 invest
The Wealth Company Large & Mid Cap Fund - Reg (G) 10.4635 0.02 0.00 0.00 0.00 101.76 2.47 1,000.00 invest
SBI Large & Midcap Fund (IDCW) 295.8394 -0.55 5.15 14.11 13.98 42,325.05 1.66 5,000.00 invest

Asset Allocation

Asset Legend Asset Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-Radico Khaitan Jul 31, 2026 367.72 5.09 10.02
Equity-Kalyan Jewellers Jul 31, 2026 311.87 4.32 58.42
Equity-Oracle Fin.Serv. Jul 31, 2026 306.93 4.25 3.81
Equity-TD Power Systems Jul 31, 2026 285.63 3.96 23.52
Equity-Shriram Finance Jul 31, 2026 283.25 3.92 0.44
Equity-Eternal Jul 31, 2026 276.76 3.83 31.64
Reverse Repo-TREPS Jul 31, 2026 275.66 3.82 1,637.83
Equity-Five-Star Bus.Fi Jul 31, 2026 247.71 3.43 8.48
Equity-Cholaman.Inv.&Fn Jul 31, 2026 237.75 3.29 3.36
Equity-Natl. Aluminium Jul 31, 2026 217.32 3.01 3.08

latest news

SCHEME DETAILS

AMC Name
Sundaram Mutual Fund
Fund Name
Sundaram Large and Mid Cap Fund (G)
Contact Person
Madanagopal Ramu
Registered Address
Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Telephone No
044-2858 3362/3367
Fax No.
044-2858 3156
Email
customerservices:sundarammutual.com
Website
www.sundarammutual.com