Sundaram Large and Mid Cap Fund Growth

Sundaram Large and Mid Cap Fund Growth

+14.11%
3Y annualised
-0.22% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 15 May '26
₹83.59
Min. for SIP
₹100
Fund size (AUM)
₹6,574.82 Cr
Expense ratio
3.55%
Rating
3

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹59,184
-1.36%
3 years₹1,80,000₹1,96,040
+8.91%
5 years₹3,00,000₹3,83,513
+27.84%
10 years₹6,00,000₹11,78,114
+96.35%

Holdings (50)

NameSectorInstrumentsAssets
Shriram Finance LtdFinancialEquity3.86%
State Bank of IndiaFinancialEquity3.66%
Oracle Financial Services Software Ltd.TechnologyEquity3.33%
National Aluminium Company Ltd.Metals & MiningEquity3.16%
Radico Khaitan Ltd.Consumer StaplesEquity3.00%
Larsen & Toubro Ltd.ConstructionEquity3.00%
Eternal Ltd.ServicesEquity2.99%
Interglobe Aviation Ltd.ServicesEquity2.72%
FSN E-Commerce Ventures Ltd.ServicesEquity2.60%
Bharti Airtel Ltd.CommunicationEquity2.58%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity2.54%
Affle 3I Ltd.TechnologyEquity2.52%
Ultratech Cement Ltd.ConstructionEquity2.51%
ICICI Bank Ltd.FinancialEquity2.50%
Multi Commodity Exchange Of India Ltd.ServicesEquity2.47%
Five-Star Business Finance Ltd.FinancialEquity2.45%
Delhivery Ltd.ServicesEquity2.44%
Angel One Ltd.FinancialEquity2.38%
Varun Beverages Ltd.Consumer StaplesEquity2.13%
Polycab India Ltd.Capital GoodsEquity2.08%
Hindustan Petroleum Corporation Ltd.EnergyEquity2.06%
Axis Bank Ltd.FinancialEquity2.00%
Torrent Power Ltd.EnergyEquity1.99%
JSW Energy Ltd.Capital GoodsEquity1.99%
Prestige Estates Projects Ltd.ConstructionEquity1.87%
IDFC First Bank Ltd.FinancialEquity1.85%
Coforge Ltd.TechnologyEquity1.81%
Jubilant FoodWorks Ltd.ServicesEquity1.77%
The Phoenix Mills Ltd.ConstructionEquity1.77%
Cummins India Ltd.Capital GoodsEquity1.76%
Mahindra & Mahindra Ltd.AutomobileEquity1.65%
Kirloskar Oil Engines Ltd.Capital GoodsEquity1.61%
Fortis Healthcare Ltd.HealthcareEquity1.54%
UNO Minda Ltd.AutomobileEquity1.52%
Bank Of BarodaFinancialEquity1.50%
Max Financial Services Ltd.FinancialEquity1.45%
JK Cement Ltd.ConstructionEquity1.30%
Gland Pharma Ltd.HealthcareEquity1.20%
MTAR Technologies Ltd.Capital GoodsEquity1.08%
TD Power Systems Ltd.Capital GoodsEquity1.01%
Alkem Laboratories Ltd.HealthcareEquity1.01%
Ujjivan Small Finance Bank Ltd.FinancialEquity1.00%
Kalyan Jewellers India Ltd.Consumer DiscretionaryEquity0.93%
Marico Ltd.Consumer StaplesEquity0.83%
RateGain Travel Technologies Ltd.TechnologyEquity0.78%
ZF Commercial Vehicle Control Systems India Ltd.AutomobileEquity0.25%
ICICI Prudential Asset Management Company Ltd.FinancialEquity0.20%
Neuland Laboratories Ltd.HealthcareEquity0.05%
Indegene Ltd.HealthcareEquity0.04%
Persistent Systems Ltd.TechnologyEquity0.01%
See All

Minimum investments

Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+14.1%+13.7%+14.4%+13.6%
Category average (Equity Large & MidCap)+17.5%+18.0%+14.7%--
Rank (Equity Large & MidCap)291810--

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

MR
Madanagopal Ramu
Mar 2026 - Present
View details

Education
MBA, Grad.CWA
Experience
Prior to joining the Sundaram AMC, he was associated with Centrum Broking Pvt Ltd, Sundaram Mutual Fund, Sundaram Alternates and Motilal Oswal AMC

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. Shalav Saket is the Current Fund Manager of Sundaram Large and Mid Cap Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹75,524 Cr and the Latest NAV as of 15 May 2026 is ₹83.59. The Sundaram Large and Mid Cap Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹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₹75,523.60 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mail--
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,