Sundaram Large and Mid Cap Fund Growth

Sundaram Large and Mid Cap Fund Growth

Equity
Large & MidCap
Very High Risk
+17.23%
3Y annualised
+0.23% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Feb '26
₹87.55
Min. for SIP
Not Supported
Fund size
₹6,735.29 Cr
Expense ratio
1.80%

Holdings (69)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity5.52%
Reliance Industries Ltd.EnergyEquity4.14%
State Bank of IndiaFinancialEquity3.68%
Axis Bank Ltd.FinancialEquity3.15%
Infosys Ltd.TechnologyEquity3.08%
ICICI Bank Ltd.FinancialEquity2.72%
Bharti Airtel Ltd.CommunicationEquity2.63%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity2.22%
Larsen & Toubro Ltd.ConstructionEquity2.04%
Kotak Mahindra Bank Ltd.FinancialEquity2.03%
Alkem Laboratories Ltd.HealthcareEquity2.02%
Jindal Steel Ltd.Metals & MiningEquity2.02%
Multi Commodity Exchange Of India Ltd.ServicesEquity1.88%
Bank Of BarodaFinancialEquity1.82%
Mahindra & Mahindra Ltd.AutomobileEquity1.78%
Cummins India Ltd.Capital GoodsEquity1.74%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity1.74%
Ultratech Cement Ltd.ConstructionEquity1.73%
Hindustan Aeronautics Ltd.Capital GoodsEquity1.71%
The Federal Bank Ltd.FinancialEquity1.71%
Marico Ltd.Consumer StaplesEquity1.63%
UNO Minda Ltd.AutomobileEquity1.58%
Prestige Estates Projects Ltd.ConstructionEquity1.56%
Jubilant FoodWorks Ltd.ServicesEquity1.51%
Coromandel International Ltd.ChemicalsEquity1.48%
Max Financial Services Ltd.FinancialEquity1.44%
Fortis Healthcare Ltd.HealthcareEquity1.39%
Bajaj Finance Ltd.FinancialEquity1.38%
JK Cement Ltd.ConstructionEquity1.37%
Hindustan Petroleum Corporation Ltd.EnergyEquity1.33%
Bharti Hexacom Ltd.CommunicationEquity1.33%
Lupin Ltd.HealthcareEquity1.33%
Polycab India Ltd.Capital GoodsEquity1.30%
Adani Ports and Special Economic Zone Ltd.ServicesEquity1.29%
Mankind Pharma Ltd.HealthcareEquity1.26%
FSN E-Commerce Ventures Ltd.ServicesEquity1.26%
Tata Motors Ltd.AutomobileEquity1.26%
Dr. Lal Pathlabs Ltd.HealthcareEquity1.18%
The Phoenix Mills Ltd.ConstructionEquity1.12%
United Breweries Ltd.Consumer StaplesEquity1.09%
Kirloskar Oil Engines Ltd.Capital GoodsEquity1.09%
PI Industries Ltd.ChemicalsEquity1.07%
IDFC First Bank Ltd.FinancialEquity1.05%
Gland Pharma Ltd.HealthcareEquity1.00%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity0.99%
Affle 3I Ltd.TechnologyEquity0.99%
Coforge Ltd.TechnologyEquity0.98%
Emami Ltd.Consumer StaplesEquity0.97%
Eternal Ltd.ServicesEquity0.95%
Bharat Petroleum Corporation Ltd.EnergyEquity0.95%
Persistent Systems Ltd.TechnologyEquity0.90%
ZF Commercial Vehicle Control Systems India Ltd.AutomobileEquity0.89%
Apollo Tyres Ltd.AutomobileEquity0.88%
Torrent Power Ltd.EnergyEquity0.88%
Tata Power Company Ltd.EnergyEquity0.87%
Motilal Oswal Financial Services Ltd.FinancialEquity0.87%
Schaeffler India Ltd.Capital GoodsEquity0.84%
Delhivery Ltd.ServicesEquity0.78%
Max Healthcare Institute Ltd.HealthcareEquity0.71%
Sun Pharmaceutical Industries Ltd.HealthcareEquity0.60%
Procter & Gamble Hygiene and Health Care Ltd.Consumer StaplesEquity0.58%
Devyani International Ltd.ServicesEquity0.50%
Kalyan Jewellers India Ltd.Consumer DiscretionaryEquity0.45%
ICICI Prudential Asset Management Company Ltd.FinancialEquity0.39%
Varun Beverages Ltd.Consumer StaplesEquity0.38%
Berger Paints India Ltd.ChemicalsEquity0.34%
Tech Mahindra Ltd.TechnologyFutures0.23%
Tech Mahindra Ltd.TechnologyEquity0.23%
Trent Ltd.ServicesEquity0.11%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+17.2%+14.7%+16.4%+14.1%
Category average (Equity Large & MidCap)+17.5%+18.0%+14.7%--
Rank (Equity Large & MidCap)26189--

Exit load, stamp duty and tax

Exit load

For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

Fund management

BS
Bharath S.
Jul 2024 - Present
View details

About Sundaram Large and Mid Cap Fund Growth

Sundaram Large and Mid Cap Fund Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Bharath S. is the Current Fund Manager of Sundaram Large and Mid Cap Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹75,674 Cr and the Latest NAV as of 20 Feb 2026 is ₹87.55. The Sundaram Large and Mid Cap Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. ;

Investment Objective

The scheme seeks capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
Fund benchmarkNIFTY Large Midcap 250 Total Return Index

Fund house

Rank (total assets)#17 in India
Total AUM₹75,674.20 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mailNA
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianStandard Chartered Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,