August 14, 2025
RA Jainee
Sundaram Large and Mid Cap Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 94.5615
NAV IDCW: Rs 34.9544
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This fund invests in a combination of large- and medium-sized companies, providing reasonable degree of flexibility to the fund management team to invest in companies of different sizes, depending on where it expects maximum gains. We believe this flexibility is good for fund investors, but we suggest you also consider flexi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.
Like for all equity funds, you must invest only through the SIP route.
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) Ashish Aggarwal
Education: Mr. Aggarwal has done BE, PGPM
Experience: Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, IL&FS Investsmart, Tata Securities and Antique Stock Broking.
2) 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 | 17.86% |
| Benchmark | NIFTY Large Midcap 250 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 6,789 Cr |
| (As on 31-Jul-2025) | |
| Expense | 0.77% |
| (As on 31-Jul-2025) | |
| Risk Grade | Above Average |
| Return Grade | Below Average |
| Turnover | 45.50% |
Trailing Returns (%) of Sundaram Large and Mid Cap Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Sundaram Large & Midcap Dir | -0.78 | 0.62 | -0.99 | 3.51 | 10.15 | 1.92 | 16.35 | 21.95 | 14.90 | 15.23 |
| BSE Large Mid Cap TRI | 2.95 | 0.54 | -2.07 | 1.57 | 8.69 | 0.77 | 14.46 | 20.54 | 13.78 | 13.46 |
| Equity: Large & MidCap | -0.97 | 0.76 | -2.12 | 2.39 | 8.66 | -1.46 | 18.54 | 23.59 | 16.13 | 15.09 |
| Rank within category | 32 | 40 | 9 | 19 | 20 | 16 | 27 | 19 | 15 | 10 |
| Number of funds in category | 54 | 64 | 61 | 58 | 55 | 45 | 33 | 25 | 19 | 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 Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Sundaram Large & Midcap Dir | 2 star | 1.92 | 16.35 | 21.95 | 0.77 | 6,789 | 17.86 | 1.00 (365) | 12Y 7M | 45.50 |
| SBI Large & Midcap Dir | 4 star | 5.78 | 18.36 | 24.36 | 0.75 | 33,348 | 17.28 | 0.10 (30) | 12Y 7M | 26.00 |
| HDFC Large and Mid Cap Dir | 4 star | 1.66 | 20.85 | 26.34 | 0.82 | 26,406 | 14.05 | 1.00 (365) | 12Y 7M | 3.38 |
| ICICI Pru Large & Mid Cap Dir | 5 star | 4.76 | 21.49 | 27.33 | 0.77 | 23,246 | 16.74 | 1.00 (30) | 12Y 7M | 60.00 |
| DSP Large & Mid Cap Dir | 4 star | 0.85 | 20.3 | 23.56 | 0.63 | 15,502 | 17.05 | 1.00 (364) | 12Y 7M | 35.00 |
Portfolio Analysis of Sundaram Large and Mid Cap Fund
| No. of Stocks | 70 |
| Top 10 Stocks | 29.26% |
| Top 5 Stocks | 19.02% |
| Top 3 Sectors | 44.83% |
| Portfolio P/B Ratio | 3.82 |
| Portfolio P/E Ratio | 27.94 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,56,878 | 1,74,807 |
| Giant (%) | 39.93 | 46.62 |
| Large (%) | 28.67 | 32.02 |
| Mid (%) | 31.40 | 19.74 |
| Small (%) | — | 3.56 |
| Tiny (%) | — | 0.03 |
Chanakya’s Mutual Fund Guidance For Sundaram Large and Mid Cap Fund
WILL Post Soon
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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