Sundaram large and Mid Cap Fund Growth
- Large & Mid-Cap
- Equity
- Very High Risk
Rating:
3
Key Metrics
Aum
₹6,990.73 Cr
Expense Ratio
1.55%
Exit Load
1.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
27 Feb 2007
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +4.26% | -- |
| 3 Months | +15.1% | -- |
| 6 Months | +9.03% | -- |
| 1 Year | +13.35% | +13.35% |
| 2 Years | -- | +6.93% |
| 3 Years | +55.88% | +15.95% |
| 5 Years | +84.9% | +13.08% |
| Since Launch | +852.31% | +12.28% |
Holdings as on 16 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Radico Khaitan | 367.73 | 5.09 |
| Kalyan Jewellers India | 311.87 | 4.32 |
| Oracle Financial Services Software | 306.93 | 4.25 |
| TD Power Systems | 285.64 | 3.96 |
| Shriram Finance | 283.26 | 3.92 |
| Eternal | 276.76 | 3.83 |
| Treps | 275.67 | 3.82 |
| Five-Star Business Finance | 247.72 | 3.43 |
| Cholamandalam Investment and Finance Company Ltd | 237.76 | 3.29 |
| National Aluminium Company Ltd | 217.33 | 3.01 |
Morning Star Rating
Rating:
3
Risk
Return
Risk & Volitility
0.52
Sharpe Ratio
15.90%
Std. Deviation
5.44%
Tracking Error
-0.71%
Alpha
1.00
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Nippon India Vision Large & Mid Cap Fund - Growth | +6.48% | +16.72% | +14.45% |
| UTI Large & Mid Cap Fund Regular Plan Growth | +7.29% | +16.47% | +14.69% |
| Sundaram large and Mid Cap Fund Growth | +13.35% | +15.95% | +13.08% |
| Aditya Birla Sun Life Large & Mid Cap Fund Growth | +10.29% | +12.82% | +9.15% |
| Tata Large & Mid Cap Fund Regular Growth | -2.33% | +7.8% | +9.83% |
Results are calculated on CAGR basis
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 6990.73 crores & has delivered CAGR of 13.08 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.55%. 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 fund has a present cash holding of %. The top holdings of the fund include Radico Khaitan, Kalyan Jewellers India, Oracle Financial Services Software, TD Power Systems.
The major sectors where the fund is invested are Software & Programming, Consumer Financial Services, Regional Banks, Misc. Capital Goods.
Some of the similar funds are Nippon India Vision Large & Mid Cap Fund - Growth, UTI Large & Mid Cap Fund Regular Plan Growth, Sundaram large and Mid Cap Fund Growth, Aditya Birla Sun Life Large & Mid Cap Fund Growth, Tata Large & Mid Cap Fund Regular Growth. Sundaram large and Mid Cap Fund Growth has a sharpe ratio of 0.52 & a standard deviation of 15.90%.
FAQs
According to the morning star rating Sundaram large and Mid Cap Fund Growth has a Medium risk & Exceptional return.
Sundaram large and Mid Cap Fund Growth is managed by Madanagopal Ramu,Shalav Saket.
The expense ratio of Sundaram large and Mid Cap Fund Growth is 1.55%.
The 5 year annualized return on Sundaram large and Mid Cap Fund Growth is 13.08% & it has generated 13.35% in the last 1 year.
The minimum investment in Sundaram large and Mid Cap Fund Growth is 100 Rs.
Sundaram large and Mid Cap Fund Growth has an AUM of 6990.73 crores.
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