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Fund Overview of Sundaram Large And Mid Cap Fund Direct-Growth
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₹7,131.3 CrAUM
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₹102.22NAV
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1.20%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.
Sundaram Large And Mid Cap Fund Direct-Growth Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -4.47% | NA | 2.80% |
| 6 Months | 7.49% | NA | 12.07% |
| 1 Year | 2.60% | 2.60% | -3.06% |
| 2 Years | 8.73% | 4.27% | 20.08% |
| 3 Years | 49.27% | 14.29% | 19.56% |
| 5 Years | 66.95% | 10.79% | 23.46% |
| 7 Years | 186.97% | 16.25% | NA |
| 10 Years | 295.88% | 14.75% | 15.24% |
Asset Allocation of Sundaram Large And Mid Cap Fund Direct-Growth
equities
97.30%other assets or cash equivalents
2.70%Sundaram Large And Mid Cap Fund Direct-Growth is one Equity mutual fund offered by Sundaram Mutual Fund. Launched on 01 Jan 2013, the fund aims Long term capital growth. Investment in equity & equity related securities in large and mid cap companies. It manages assets worth ₹7,131.3 crore as on Wed Sep 30, 2026. The expense ratio stands at 1.2%. Fund Manager Manager Education Fund Manager Manager EducationAbout Sundaram Large And Mid Cap Fund Direct-Growth
The portfolio allocation consists of 97.30% in equities, 2.70% in other assets or cash equivalents.Managed by Ashish Aggarwal, it has delivered a return of 2.60% in the last year, a total return since inception of 16.80%.
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 Deviation16.72%
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Mean13.61%
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Sharpe Ratio0.48%
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Alpha3.17%
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Beta1.03%
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Sortino Ratio0.58%
Sundaram Large And Mid Cap Fund Direct-Growth Fund Details
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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
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Motilal Oswal Large And Midcap Fund Direct-Growth  |
₹19,832 | 1.85% | 1.85% | 6.35% | 22.16% | 18.29% |
| Motilal Oswal Large And Midcap Fund Direct-IDCW |
₹19,832 | 1.85% | 1.85% | 6.35% | 22.16% | 18.29% |
| Invesco India Large & Mid Cap Fund Direct-Growth |
₹12,200 | 6.01% | -0.22% | 9.13% | 23.12% | 17.06% |
| Invesco India Large & Mid Cap Fund Direct-IDCW |
₹12,200 | 6.01% | -0.22% | 9.13% | 23.12% | 17.06% |
| Motilal Oswal Large And Midcap Fund Regular-Growth |
₹19,832 | 1.78% | 1.61% | 5.32% | 20.77% | 16.80% |
| Motilal Oswal Large And Midcap Fund Regular-IDCW |
₹19,832 | 1.78% | 1.61% | 5.32% | 20.77% | 16.80% |
| Bandhan Large & Mid Cap Fund Direct-Growth |
₹20,650 | 3.23% | -1.28% | 1.23% | 18.00% | 15.80% |
| Bandhan Large & Mid Cap Fund Direct-IDCW |
₹20,650 | 3.23% | -1.28% | 1.23% | 18.00% | 15.80% |
| Invesco India Large & Mid Cap Fund Regular-Growth |
₹12,200 | 5.92% | -0.49% | 7.92% | 21.73% | 15.68% |
| Invesco India Large & Mid Cap Fund Regular-IDCW |
₹12,200 | 5.92% | -0.49% | 7.92% | 21.73% | 15.68% |
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 |
|---|---|---|---|---|---|---|
|
Sundaram Large And Mid Cap Fund-Growth
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₹7,131 | 0.89% | -4.72% | 6.93% | 1.52% | 13.08% |
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Sundaram Large And Mid Cap Fund-IDCW
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₹7,131 | 0.89% | -4.72% | 6.93% | 1.52% | 13.08% |
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Sundaram Large And Mid Cap Fund Direct-IDCW
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₹7,131 | 0.98% | -4.47% | 7.49% | 2.60% | 14.29% |
growth is based on 1-month returns of the fundsSundaram Large And Mid Cap Fund Direct-Growth Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Mirae Asset Large & Midcap Fund Direct-Growth |
₹42,834 | ₹176.18 | 13.06% | 10.04% | 16.22% |
| Mirae Asset Large & Midcap Fund Regular-Growth |
₹42,834 | ₹154.69 | 12.02% | 9.00% | 15.14% |
| Mirae Asset Large & Midcap Fund Regular-IDCW |
₹42,834 | ₹47.58 | 12.02% | 9.00% | 15.14% |
| Mirae Asset Large & Midcap Fund Direct-IDCW |
₹42,834 | ₹82.62 | 13.06% | 10.04% | 16.22% |
| SBI Large & Midcap Fund Direct Plan-Growth |
₹40,499 | ₹696.29 | 13.60% | 12.33% | 14.85% |
| SBI Large & Midcap Fund-Growth |
₹40,499 | ₹635.09 | 12.64% | 11.39% | 13.97% |
| SBI Large & Midcap Fund-IDCW |
₹40,499 | ₹286.93 | 12.64% | 11.39% | 13.97% |
| SBI Large & Midcap Fund Direct Plan-IDCW |
₹40,499 | ₹362.92 | 13.60% | 12.33% | 14.85% |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-Growth |
₹31,628 | ₹1,133.94 | 15.16% | 13.78% | 15.49% |
| ICICI Prudential Large & Mid Cap Fund-Growth |
₹31,628 | ₹1,004.15 | 14.17% | 12.81% | 14.44% |
Sundaram Large And Mid Cap Fund Direct-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Hdfc Bank Ltd | Financial | 5.76% | ₹406.06 Cr |
| Hdfc Bank Ltd | Financial | 5.69% | ₹397.87 Cr |
| Hdfc Bank Ltd | Financial | 5.69% | ₹397.87 Cr |
| Hdfc Bank Ltd | Financial | 5.67% | ₹396.48 Cr |
| Hdfc Bank Ltd | Financial | 5.65% | ₹383.46 Cr |
| Radico Khaitan Ltd | Consumer Staples | 5.04% | ₹379.94 Cr |
| Radico Khaitan Ltd | Consumer Staples | 5.04% | ₹379.94 Cr |
| Radico Khaitan Ltd | Consumer Staples | 5.04% | ₹379.94 Cr |
| Radico Khaitan Ltd | Consumer Staples | 5.04% | ₹379.94 Cr |
| Radico Khaitan Ltd | Consumer Staples | 5.04% | ₹379.94 Cr |
| Hdfc Bank Ltd | Financial | 5.52% | ₹371.70 Cr |
| Radico Khaitan Ltd | Consumer Staples | 5.19% | ₹369.86 Cr |
| Radico Khaitan Ltd | Consumer Staples | 5.19% | ₹369.86 Cr |
| Hdfc Bank Ltd | Financial | 5.36% | ₹361.38 Cr |
| Hdfc Bank Ltd | Financial | 5.36% | ₹361.38 Cr |
| Hdfc Bank Ltd | Financial | 4.98% | ₹341.78 Cr |
| Radico Khaitan Ltd | Consumer Staples | 4.78% | ₹334.24 Cr |
| Radico Khaitan Ltd | Consumer Staples | 4.78% | ₹334.24 Cr |
| Radico Khaitan Ltd | Consumer Staples | 4.78% | ₹334.24 Cr |
| Radico Khaitan Ltd | Consumer Staples | 4.78% | ₹334.24 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Large And Midcap Fund Direct-Growth |
₹40.58 | 22.16% | 18.29% | - |
| Motilal Oswal Large And Midcap Fund Direct-IDCW |
₹28.68 | 22.16% | 18.29% | - |
| Invesco India Large & Mid Cap Fund Direct-Growth |
₹133.53 | 23.12% | 17.06% | - |
| Invesco India Large & Mid Cap Fund Direct-IDCW |
₹56.87 | 23.12% | 17.06% | - |
| Motilal Oswal Large And Midcap Fund Regular-Growth |
₹36.73 | 20.77% | 16.80% | - |
| Motilal Oswal Large And Midcap Fund Regular-IDCW |
₹26.08 | 20.77% | 16.80% | - |
| Bandhan Large & Mid Cap Fund Direct-Growth |
₹165.14 | 18.00% | 15.80% | - |
| Bandhan Large & Mid Cap Fund Direct-IDCW |
₹36.74 | 18.00% | 15.80% | - |
| Invesco India Large & Mid Cap Fund Regular-Growth |
₹111.17 | 21.73% | 15.68% | - |
| Invesco India Large & Mid Cap Fund Regular-IDCW |
₹44.97 | 21.73% | 15.68% | - |
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 Wed Sep 30, 2026, Sundaram Large And Mid Cap Fund Direct-Growth manages assets worth ₹7,131.3 crore
How has Sundaram Large And Mid Cap Fund Direct-Growth performed recently?
- 3 Months: -4.47%
- 6 Months: 7.49%
What is the long-term performance of Sundaram Large And Mid Cap Fund Direct-Growth?
- 3 Years CAGR: 14.29%
- 5 Years CAGR: 10.79%
- Since Inception: 16.80%
What is the portfolio composition of Sundaram Large And Mid Cap Fund Direct-Growth?
Equity: 97.30%, Others: 2.70%.
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: 37.30%, Mid Cap: 36.23%, Small Cap: 26.47%.
Which are the top companies Sundaram Large And Mid Cap Fund Direct-Growth has invested in?
- HDFC Bank Ltd – 5.76% of the fund's portfolio
- HDFC Bank Ltd – 5.69% of the fund's portfolio
- HDFC Bank Ltd – 5.69% of the fund's portfolio
- HDFC Bank Ltd – 5.67% of the fund's portfolio
- HDFC Bank Ltd – 5.65% of the fund's portfolio
Which are the major sectors Sundaram Large And Mid Cap Fund Direct-Growth focuses on?
- Consumer Staples – 54.68% of the fund's portfolio
- Financial – 49.68% of the fund's portfolio
