January 19, 2026
RA Jainee
Sundaram Large and Mid Cap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 98.05 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 33.82 |
| Min. Investment (Rs.) | 100 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY Large Midcap 250 TRI |
| AUM Rs. | 6,987 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.66% |
| 1 Year Return (%) | 8.29 |
| 3 Year Return (%) | 17.71 |
| 5 Year Return (%) | 17.24 |
| 10 Year Return (%) | 16.74 |
| Return Since Launch | 17.55% |
⚖️ Sahifund Review – Sundaram Large and Mid Cap Fund ✔
PLUS: Stability, track record, cost efficiency
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MINUS: Large AUM, large-cap bias, momentum lag
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Sahifund View (Decisive Line):
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Large & MidCap funds are suitable for investors:
1. Seeking exposure in large and mid-cap stocks for high returns
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The scheme seeks capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
Fund Manager:
1) Bharath S.
Education: Mr. Bharath is a B Com (H), MBA and ICWA.
Experience: Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 100 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 1 |
| Lock-in Period | NA |
| Exit Load | For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days |
Basic Details of Sundaram Large and Mid Cap Fund
| Fund House | Sundaram Mutual Fund |
| Launch Date | 02-Jan-13 |
| Return Since Launch | 17.55% |
| Benchmark | NIFTY Large Midcap 250 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets (Rs) | 6,987 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.66% |
| (As on 31-Dec-2025) | |
| Risk Grade | Average |
| Return Grade | Below Average |
| Turnover | 43.80% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Sundaram Large & Midcap Dir | -1.68 | 0.32 | -0.31 | -0.52 | 1.55 | 8.29 | 17.71 | 17.24 | 16.76 | 16.74 |
| BSE Large Mid Cap TRI | -1.44 | 0.15 | -0.25 | 0.30 | 1.46 | 10.29 | 15.66 | 15.64 | 15.13 | 15.17 |
| Equity: Large & MidCap | -1.10 | 0.19 | -0.23 | -0.70 | 0.17 | 6.73 | 18.92 | 18.45 | 17.53 | 16.58 |
| Rank within category | 51 | 16 | 34 | 37 | 16 | 27 | 22 | 16 | 15 | 10 |
| Number of funds in category | 63 | 63 | 63 | 63 | 61 | 53 | 35 | 25 | 20 | 18 |
Peer Comparison of Sundaram Large and Mid Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs) (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Sundaram Large & Midcap Dir | 2 star | 8.29 | 17.71 | 17.24 | 0.66 | 6,987 | 17.55 | 1.00 (365) | 13Y | 43.80 |
| SBI Large & Midcap Dir | 4 star | 13.91 | 19.12 | 19.58 | 0.73 | 37,443 | 17.20 | 0.10 (30) | 13Y | 26.00 |
| HDFC Large and Mid Cap Dir | 4 star | 9.54 | 21.06 | 21.22 | 0.83 | 28,980 | 13.86 | 1.00 (365) | 13Y | 3.47 |
| ICICI Pru Large & Mid Cap Dir | 5 star | 13.68 | 22.21 | 22.54 | 0.76 | 27,745 | 16.74 | 1.00 (30) | 13Y | 56.00 |
| Motilal Oswal Large and Midcap Dir | 5 star | 0.91 | 25.46 | 22.91 | 0.69 | 15,055 | 22.45 | 1.00 (365) | 6Y 3M | 45.00 |
Portfolio Analysis of Sundaram Large and Mid Cap Fund
| No. of Stocks | 68 |
| Top 10 Stocks | 30.96% |
| Top 5 Stocks | 19.10% |
| Top 3 Sectors | 54.92% |
| Portfolio P/B Ratio | 3.79 |
| Portfolio P/E Ratio | 27.83 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,68,450 | 1,82,653 |
| Giant (%) | — | — |
| Large (%) | 49.60 | 61.05 |
| Mid (%) | 40.19 | 32.72 |
| Small (%) | 10.22 | 9.28 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Apply Online: https://invest.sundarammutual.com/smfnewinvestor/onboarding/login OR
https://www.sundarammutual.com/Fund/AllSchemes
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