Sundaram large and Mid Cap Fund Growth

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Equity
Large & Mid-Cap
Rating 2
Plan

86.94 +0.38 (0.44%) NAV as on 11 Dec, 2025

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)7046.83
CAGR -1.10%
Exit Load1.00%
Expense ratio1.81%
CategoryEquity
Min Investment100
Min SIP100
Launch Date2007-02-27

Asset Allocation

Holdings As On - 12 December 2025

Holdings

Sectors

Name
Value (Cr)
Holding %

HDFC Bank
397.88
5.69%

Reliance Industries
298.77
4.27%

State Bank of India
222.54
3.18%

ICICI Bank
215.25
3.08%

Bharti Airtel
184.91
2.64%

Axis Bank
147.94
2.11%

Kotak Mahindra Bank
147.16
2.10%

Infosys
142.31
2.03%

Larsen and Toubro
141.09
2.02%

Peer Comparison

Fund Name
Invesco India Large&MidCap Fund Growth1.67%
Nippon India Vision Large & Mid Cap Fund - Growth-0.08%
Sundaram large and Mid Cap Fund Growth-1.39%
Tata Large & Mid Cap Fund Regular Growth-3.19%
Aditya Birla Sun Life Large & Mid Cap Fund Growth-2%

Risk & Volitility

Alpha -0.71%
Beta 1.00
Sharpe Ratio0.69
Std Deviation 13.49%
Tracking Error 5.44%

About Fund

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

The Sundaram large and Mid Cap Fund Growth has an AUM of 7046.83 crores & has delivered CAGR of 17.62% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.81%. The minimum investment in Sundaram large and Mid Cap Fund Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include HDFC Bank, Reliance Industries, State Bank of India & ICICI Bank.

The major sectors where the fund is invested are Regional Banks, Biotechnology & Drugs, Oil & Gas Operations & Auto & Truck Parts.

Some of the similar funds are Invesco India Large&MidCap Fund Growth, Nippon India Vision Large & Mid Cap Fund - Growth, Sundaram large and Mid Cap Fund Growth, Tata Large & Mid Cap Fund Regular Growth, Aditya Birla Sun Life Large & Mid Cap Fund Growth. Sundaram large and Mid Cap Fund Growth has a sharpe ratio of 0.69 & a standard deviation of 13.49%.