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Jun 25, 2026


Category Equity
AUM (Cr.) 6,690.34
Exit Load (%) 0.00
Min Inv Lumpsum 100
Expense Ratio 1.81
Sharpe Ratio 2.11
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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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 (IDCW) 4.04 0.96 4.96 15.2 13.44 11.77
Benchmark - Nifty 500 6.16 0.01 6.19 3.64 7.55 0
Category Average - BEST EQUITY PERFORMERS 1.65 -0.24 1.67 16.27 13.94 12.62
Category Rank 6/6 5/6 6/6 5/6 6/6 6/6
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 3,423.84 1.94 5,000.00 invest
Invesco India Large & Mid Cap Fund (IDCW) 43.5000 0.23 6.38 24.00 17.59 10,152.74 1.75 100.00 invest
Invesco India Large & Mid Cap Fund (G) 107.5200 0.22 6.65 24.11 17.65 10,152.74 1.75 100.00 invest
Tata Large & Mid Cap Fund - Regular (G) 499.0201 0.15 -5.50 9.33 10.62 7,788.70 1.77 5,000.00 invest
Samco Large & Mid Cap Fund - Regular (G) 8.9400 -0.56 -10.60 0.00 0.00 119.26 2.49 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 May 31, 2026 298.07 4.46 0.00
Equity-Natl. Aluminium May 31, 2026 263.51 3.94 0.00
Equity-Shriram Finance May 31, 2026 256.31 3.83 0.00
Equity-Oracle Fin.Serv. May 31, 2026 223.99 3.35 0.00
Equity-Five-Star Bus.Fi May 31, 2026 201.24 3.01 0.00
Equity-Larsen & Toubro May 31, 2026 200.24 2.99 45.49
Equity-Eternal May 31, 2026 199.10 2.98 209.65
Equity-Cholaman.Inv.&Fn May 31, 2026 197.63 2.95 195.43
Equity-Coforge May 31, 2026 184.67 2.76 179.16
Equity-Interglobe Aviat May 31, 2026 183.72 2.75 0.00

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