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Fund Overview of Sundaram Large And Mid Cap Fund Direct-growth
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₹6,690.3 CrAUM
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₹99.49NAV
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1.55%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Sundaram Large And Mid Cap Fund Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 9.43% | NA | 2.80% |
| 6 Months | 1.47% | NA | 12.07% |
| 1 Year | 6.17% | 6.17% | -3.06% |
| 2 Years | 9.55% | 4.67% | 20.08% |
| 3 Years | 53.07% | 15.25% | 19.56% |
| 5 Years | 92.52% | 14.00% | 23.46% |
| 7 Years | 191.89% | 16.54% | NA |
| 10 Years | 338.31% | 15.93% | 15.24% |
Compare Sundaram Large And Mid Cap Fund Direct-growth with other mutual funds in the same category
Sundaram Large And Mid Cap Fund Direct-growth
Motilal Oswal Large And Midcap Fund Direct-growth
Motilal Oswal Large And Midcap Fund Direct-idcw
Asset Allocation
equities
97.21%other assets or cash equivalents
2.79%Sundaram Large And Mid Cap Fund Direct-growth is one Equity mutual fund offered by Sundaram Mutual Fund. the fund aims Long term capital growth. Investment in equity & equity related securities in large and mid cap companies. It manages assets worth ₹6,690.3 crore as on Sun May 31, 2026. The expense ratio stands at 1.55%. Fund Manager Manager Education Fund Manager Manager EducationAbout Sundaram Large And Mid Cap Fund Direct-growth
The portfolio allocation consists of 97.21% in equities, 2.79% in other assets or cash equivalents.Managed by Ashish Aggarwal, it has delivered a return of 6.17% in the last year, a total return since inception of 17.09%.
For those looking to make informed financial choices it helps to explore best sip plans suited to financial planning needs.
Key Metrics of Sundaram Large And Mid Cap Fund Direct-growth
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Standard Deviation15.90%
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Sharpe Ratio0.61%
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Alpha2.15%
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Beta1.03%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Motilal Oswal Large And Midcap Fund Direct-growth  |
₹17,420 | 3.48% | 15.79% | 9.18% | 24.81% | 21.38% |
| Motilal Oswal Large And Midcap Fund Direct-idcw |
₹17,420 | 3.48% | 15.79% | 9.18% | 24.81% | 21.38% |
| Motilal Oswal Large And Midcap Fund Regular-growth |
₹17,420 | 3.39% | 15.50% | 8.08% | 23.32% | 19.78% |
| Motilal Oswal Large And Midcap Fund Regular-idcw |
₹17,420 | 3.39% | 15.50% | 8.08% | 23.32% | 19.78% |
| Invesco India Large & Mid Cap Fund Direct-growth |
₹10,154 | 6.05% | 15.27% | 8.41% | 24.01% | 18.96% |
| Invesco India Large & Mid Cap Fund Direct-idcw |
₹10,154 | 6.05% | 15.27% | 8.41% | 24.01% | 18.96% |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-growth |
₹30,147 | 2.68% | 5.68% | 3.09% | 18.72% | 18.56% |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-idcw |
₹30,147 | 2.68% | 5.68% | 3.09% | 18.72% | 18.56% |
| Bandhan Large & Mid Cap Fund Direct-growth |
₹17,461 | 0.69% | 8.15% | 6.63% | 22.08% | 18.54% |
| Bandhan Large & Mid Cap Fund Direct-idcw |
₹17,461 | 0.69% | 8.15% | 6.63% | 22.08% | 18.54% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Sundaram Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Sundaram Large And Mid Cap Fund-growth
|
₹6,690 | 4.79% | 9.14% | 0.92% | 5.04% | 14.02% |
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Sundaram Large And Mid Cap Fund-idcw
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₹6,690 | 4.79% | 9.14% | 0.92% | 5.04% | 14.02% |
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Sundaram Large And Mid Cap Fund Direct-idcw
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₹6,690 | 4.89% | 9.43% | 1.47% | 6.17% | 15.25% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Mirae Asset Large & Midcap Fund Regular-growth |
₹42,792 | ₹153.22 | 14.45% | 12.15% | 16.64% |
| Mirae Asset Large & Midcap Fund Direct-growth |
₹42,792 | ₹173.90 | 15.52% | 13.23% | 17.71% |
| Mirae Asset Large & Midcap Fund Regular-idcw |
₹42,792 | ₹47.13 | 14.45% | 12.15% | 16.64% |
| Mirae Asset Large & Midcap Fund Direct-idcw |
₹42,792 | ₹81.54 | 15.52% | 13.23% | 17.71% |
| SBI Large & Midcap Fund-growth |
₹39,424 | ₹636.90 | 14.28% | 14.35% | 14.89% |
| SBI Large & Midcap Fund Direct Plan-growth |
₹39,424 | ₹696.08 | 15.27% | 15.31% | 15.76% |
| SBI Large & Midcap Fund Direct Plan-idcw |
₹39,424 | ₹362.81 | 15.27% | 15.31% | 15.76% |
| SBI Large & Midcap Fund-idcw |
₹39,424 | ₹287.74 | 14.28% | 14.35% | 14.89% |
| ICICI Prudential Large & Mid Cap Fund-growth |
₹30,147 | ₹1,015.04 | 17.69% | 17.55% | 15.55% |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-growth |
₹30,147 | ₹1,142.87 | 18.72% | 18.56% | 16.62% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Radico Khaitan Ltd | Consumer Staples | 4.46% | ₹298.07 Cr |
| National Aluminium Company Ltd | Materials | 3.94% | ₹263.51 Cr |
| Shriram Transport Finance Company Ltd | Financial | 3.83% | ₹256.31 Cr |
| Oracle Financial Services Software Ltd | Technology | 3.35% | ₹223.99 Cr |
| Five-star Business Finance Ltd | Financial | 3.01% | ₹201.24 Cr |
| Larsen & Toubro Ltd | Industrials | 2.99% | ₹200.24 Cr |
| Zomato Ltd | Technology | 2.98% | ₹199.10 Cr |
| Cholamandalam Investment & Finance Company Ltd | Financial | 2.95% | ₹197.63 Cr |
| Coforge Ltd | Technology | 2.76% | ₹184.67 Cr |
| Interglobe Aviation Ltd | Industrials | 2.75% | ₹183.72 Cr |
| Angel One Ltd | Financial | 2.56% | ₹170.98 Cr |
| Affle (india) Ltd | Industrials | 2.55% | ₹170.75 Cr |
| Fsn E-commerce Ventures Ltd | Consumer Discretionary | 2.53% | ₹169.38 Cr |
| Bharti Airtel Ltd | Technology | 2.46% | ₹164.61 Cr |
| Ultratech Cement Ltd | Materials | 2.45% | ₹163.59 Cr |
| Icici Bank Ltd | Financial | 2.44% | ₹163.33 Cr |
| Polycab India Ltd | Industrials | 2.39% | ₹159.69 Cr |
| Delhivery Ltd | Industrials | 2.33% | ₹155.63 Cr |
| State Bank Of India | Financial | 2.22% | ₹148.55 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.18% | ₹145.59 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Large And Midcap Fund Direct-growth |
₹39.49 | 24.81% | 21.38% | - |
| Motilal Oswal Large And Midcap Fund Direct-idcw |
₹27.91 | 24.81% | 21.38% | - |
| Motilal Oswal Large And Midcap Fund Regular-growth |
₹35.87 | 23.32% | 19.78% | - |
| Motilal Oswal Large And Midcap Fund Regular-idcw |
₹25.47 | 23.32% | 19.78% | - |
| Invesco India Large & Mid Cap Fund Direct-growth |
₹125.59 | 24.01% | 18.96% | - |
| Invesco India Large & Mid Cap Fund Direct-idcw |
₹53.49 | 24.01% | 18.96% | - |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-growth |
₹1,142.87 | 18.72% | 18.56% | - |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-idcw |
₹53.39 | 18.72% | 18.56% | - |
| Bandhan Large & Mid Cap Fund Direct-growth |
₹163.00 | 22.08% | 18.54% | - |
| Bandhan Large & Mid Cap Fund Direct-idcw |
₹36.26 | 22.08% | 18.54% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Sundaram Large And Mid Cap Fund Direct-growth
What is the current AUM of Sundaram Large And Mid Cap Fund Direct-growth?
As of Sun May 31, 2026, Sundaram Large And Mid Cap Fund Direct-growth manages assets worth ₹6,690.3 crore
How has Sundaram Large And Mid Cap Fund Direct-growth performed recently?
- 3 Months: 9.43%
- 6 Months: 1.47%
What is the long-term performance of Sundaram Large And Mid Cap Fund Direct-growth?
- 3 Years CAGR: 15.25%
- 5 Years CAGR: 14.00%
- Since Inception: 17.09%
What is the portfolio composition of Sundaram Large And Mid Cap Fund Direct-growth?
Equity: 97.21%, Others: 2.79%.
Who manages Sundaram Large And Mid Cap Fund Direct-growth?
Sundaram Large And Mid Cap Fund Direct-growth is managed by Ashish Aggarwal from Sundaram Mutual Fund.
What is the market-cap allocation of Sundaram Large And Mid Cap Fund Direct-growth?
Large Cap: 35.85%, Mid Cap: 39.47%, Small Cap: 24.68%.
Which are the top companies Sundaram Large And Mid Cap Fund Direct-growth has invested in?
- Radico Khaitan Ltd – 4.46% of the fund's portfolio
- National Aluminium Company Ltd – 3.94% of the fund's portfolio
- Shriram Transport Finance Company Ltd – 3.83% of the fund's portfolio
- Oracle Financial Services Software Ltd – 3.35% of the fund's portfolio
- Five-Star Business Finance Ltd – 3.01% of the fund's portfolio
Which are the major sectors Sundaram Large And Mid Cap Fund Direct-growth focuses on?
- Financial – 17.01% of the fund's portfolio
- Technology – 13.72% of the fund's portfolio
- Industrials – 13.00% of the fund's portfolio
- Materials – 6.38% of the fund's portfolio
- Consumer Staples – 4.46% of the fund's portfolio
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