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Apr 07, 2026


Category Equity
AUM (Cr.) 6,867.64
Exit Load (%) 0.00
Min Inv Lumpsum 100
Expense Ratio 1.80
Sharpe Ratio -0.96
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

Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Large and Mid Cap Fund (IDCW) -6.52 -8.44 6.22 14.12 12.39 11.22
Benchmark - Nifty 500 6.16 0.01 6.19 3.64 7.55 0
Category Average - BEST EQUITY PERFORMERS -5.04 -8.36 7.35 15.86 13.78 11.28
Category Rank 8/5 6/5 4/5 7/5 8/5 5/5
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 -4.14 14.80 14.86 3,069.91 1.97 5,000.00 invest
DSP Large & Mid Cap Fund - Regular (G) 576.7690 0.59 5.74 17.53 14.10 17,652.61 1.66 100.00 invest
DSP Large & Mid Cap Fund - Regular (IDCW) 33.7520 0.59 5.74 17.53 14.10 17,652.61 1.66 100.00 invest
UTI-Large & Mid Cap Fund (IDCW) 83.3952 0.56 9.77 19.60 16.50 5,723.94 1.83 5,000.00 invest
Quant Large and Mid Cap Fund (G) 103.0220 0.03 0.76 13.89 14.01 3,069.91 1.97 5,000.00 invest
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Large and Mid Cap Fund (IDCW) -6.52 -8.44 6.22 14.12 12.39 11.22
Benchmark - Nifty 500 6.16 0.01 6.19 3.64 7.55 0
Category Average - BEST EQUITY PERFORMERS -5.04 -8.36 7.35 15.86 13.78 11.28
Category Rank 8/5 6/5 4/5 7/5 8/5 5/5
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 -4.14 14.80 14.86 3,069.91 1.97 5,000.00 invest
DSP Large & Mid Cap Fund - Regular (G) 576.7690 0.59 5.74 17.53 14.10 17,652.61 1.66 100.00 invest
DSP Large & Mid Cap Fund - Regular (IDCW) 33.7520 0.59 5.74 17.53 14.10 17,652.61 1.66 100.00 invest
UTI-Large & Mid Cap Fund (IDCW) 83.3952 0.56 9.77 19.60 16.50 5,723.94 1.83 5,000.00 invest
Quant Large and Mid Cap Fund (G) 103.0220 0.03 0.76 13.89 14.01 3,069.91 1.97 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-HDFC Bank Jan 31, 2026 371.70 5.52 -6.25
Equity-Reliance Industr Jan 31, 2026 279.08 4.14 -11.14
Equity-SBI Jan 31, 2026 247.74 3.68 6.20
Equity-Axis Bank Jan 31, 2026 212.41 3.15 7.96
Equity-Infosys Jan 31, 2026 207.12 3.08 6.65
Equity-ICICI Bank Jan 31, 2026 182.93 2.72 0.90
Equity-Bharti Airtel Jan 31, 2026 177.18 2.63 -6.50
Equity-M & M Fin. Serv. Jan 31, 2026 149.36 2.22 -6.81
Reverse Repo-TREPS Jan 31, 2026 146.24 2.17 46.09
Equity-Larsen & Toubro Jan 31, 2026 137.63 2.04 -3.70

latest news

SCHEME DETAILS

AMC Name
Sundaram Mutual Fund
Fund Name
Sundaram Large and Mid Cap Fund (IDCW)
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