Sundaram Large And Mid Cap Fund-growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 0.97%
Fund NAV

Fund Overview of Sundaram Large And Mid Cap Fund-growth

  • ₹6,789.2 Cr
    AUM
  • ₹88.28
    NAV
  • 1.81%
    Expense Ratio
  • Equity
    Fund Category
As on Tue Nov 18, 2025

Returns of Sundaram Large And Mid Cap Fund-growth

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 0.97% NA 2.80%
6 Months 14.86% NA 12.07%
1 Year -0.41% -0.41% -3.06%
2 Years 37.54% 17.28% 20.08%
3 Years 57.82% 16.43% 19.56%
5 Years 153.54% 20.45% 23.46%
7 Years 183.80% 16.07% NA
10 Years 296.04% 14.76% 15.24%
View More
As on Tue Nov 18, 2025

Asset Allocation

equities

98.46%

other assets or cash equivalents

1.54%
Large Cap: 50.48%
Mid Cap: 38.92%
Small Cap: 10.60%
Other: 0.00%
Top Holdings
Hdfc Bank Ltd
5.69%
Hdfc Bank Ltd
5.69%
Hdfc Bank Ltd
5.65%
Hdfc Bank Ltd
5.36%
Hdfc Bank Ltd
5.36%
 
Top Sectors
Financial
136.72%
Consumer Discretionary
65.83%
Industrials
63.79%
Healthcare
50.23%
Technology
47.33%
Detailed Portfolio Analysis
As on Tue Nov 18, 2025
Invest Now

About Fund

About Sundaram Large And Mid Cap Fund-growth

Sundaram Large And Mid Cap Fund-growth is one Equity mutual fund offered by Sundaram Mutual Fund. Launched on 27 Feb 2007, the fund aims Long term capital growth. Investment in equity & equity related securities in large and mid cap companies. It manages assets worth ₹6,789.2 crore as on Thu Jul 31, 2025. The expense ratio stands at 1.81%.
The portfolio allocation consists of 98.46% in equities, 1.54% in other assets or cash equivalents. Managed by Ashish Aggarwal, it has delivered a return of -0.41% in the last year, a total return since inception of 14.31%.

Read more
  • Bharath S.

    Fund Manager

  • Mr. Bharath is a B Com (H), MBA and ICWA.

    Manager Education

  • Ashish Aggarwal

    Fund Manager

  • Mr. Aggarwal has done BE, PGPM

    Manager Education

Key Metrics of Sundaram Large And Mid Cap Fund-growth

  • Standard Deviation
    13.60%
  • Sharpe Ratio
    0.59%
  • Alpha
    0.53%
  • Beta
    0.99%

Fund Details

Fund Names Sundaram Large And Mid Cap Fund-growth
Inception Date 27 Feb 2007
Lock In No Lock-in
SIP Minimum Investment amount ₹ 100
SWP Minimum Investment amount ₹ 1000
STP Minimum Investment amount ₹ 100
 
Risk Principal at very high risk
More Details

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Quant Large And Mid Cap Fund Direct-growth trend ₹3,651 1.77% 4.04% 3.03% 18.11% 24.08%
Quant Large And Mid Cap Fund-growth trend ₹3,651 1.64% 3.70% 1.73% 16.44% 22.23%
Bank Of India Large & Mid Cap Fund Direct-bonus trend ₹410 2.16% 5.03% 8.75% 17.85% 19.57%
Canara Robeco Large And Mid Cap Fund Direct-growth trend ₹25,551 -0.89% 0.41% 7.88% 17.49% 19.39%
Bank Of India Large & Mid Cap Fund Regular-bonus trend ₹410 2.04% 4.64% 7.40% 16.57% 18.31%
ICICI Prudential Nifty Alpha Low Volatility 30 Etf - Growth trend ₹1,774 -0.77% 1.47% -0.36% 16.41% 17.03%
Aditya Birla Sun Life Large & Mid Cap Fund Direct -growth trend ₹5,736 0.08% 2.52% 8.56% 15.32% 15.82%
View More
increase 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 Direct-growth increase ₹6,789 0.96% 4.27% 6.73% 8.73% 17.85%
Sundaram Large And Mid Cap Fund-idcw increase ₹6,789 0.87% 4.00% 6.16% 7.62% 16.58%
Sundaram Large And Mid Cap Fund Direct-idcw increase ₹6,789 0.96% 4.27% 6.73% 8.73% 17.85%
increase growth is based on 1-month returns of the funds

Mutual Fund Calculator

I want to invest Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
/Month
I want to invest for Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
Years
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 29
  • 31
  • 32
  • 33
  • 34
  • 36
  • 37
  • 38
  • 39
  • 40
Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 30
Total Investment
Wealth Gained
Total Wealth
Start Investing
I want to save
I want to invest for Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
Years
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 29
  • 31
  • 32
  • 33
  • 34
  • 36
  • 37
  • 38
  • 39
  • 40
Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 30
Total Investment
Wealth Gained
Monthly Investment
Invest Now
You can also get Tax Free Maturity/ Returns? You can also get Tax Free Maturity/ Returns?

Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Canara Robeco Large And Mid Cap Fund Direct-growth trend ₹25,551 ₹296.84 17.49% 19.39% 16.99%
Aditya Birla Sun Life Large & Mid Cap Fund Direct -growth trend ₹5,736 ₹1,021.52 15.32% 15.82% 13.66%
Quant Large And Mid Cap Fund Direct-growth trend ₹3,651 ₹127.78 18.11% 24.08% 17.46%
Quant Large And Mid Cap Fund-growth trend ₹3,651 ₹116.23 16.44% 22.23% 16.49%
ICICI Prudential Nifty Alpha Low Volatility 30 Etf - Growth trend ₹1,774 ₹27.74 16.41% 17.03% -
ICICI Prudential Nifty 200 Momentum 30 Etf - Growth trend ₹571 ₹32.40 17.37% - -
Bank Of India Large & Mid Cap Fund Direct-bonus trend ₹410 ₹53.96 17.85% 19.57% 14.53%
Bank Of India Large & Mid Cap Fund Regular-bonus trend ₹410 ₹90.58 16.57% 18.31% 13.24%
Aditya Birla Sun Life Nifty 200 Momentum 30 Etf-growth trend ₹46 ₹32.23 17.50% - -
Aditya Birla Sun Life Nifty 200 Quality 30 Etf-growth trend ₹28 ₹22.11 14.91% - -
View More
Top funds are based on Fund AUM

Detailed Portfolio

Stocks Sector % of Holding Value
Hdfc Bank LtdFinancial5.69%₹397.87 Cr
Hdfc Bank LtdFinancial5.69%₹397.87 Cr
Hdfc Bank LtdFinancial5.65%₹383.46 Cr
Hdfc Bank LtdFinancial5.36%₹361.38 Cr
Hdfc Bank LtdFinancial5.36%₹361.38 Cr
Reliance Industries LtdEnergy & Utilities4.27%₹298.77 Cr
Reliance Industries LtdEnergy & Utilities4.27%₹298.77 Cr
Reliance Industries LtdEnergy & Utilities4.12%₹279.43 Cr
Reliance Industries LtdEnergy & Utilities4.07%₹274.16 Cr
Reliance Industries LtdEnergy & Utilities4.07%₹274.16 Cr
Icici Bank LtdFinancial3.93%₹266.65 Cr
Icici Bank LtdFinancial3.60%₹242.64 Cr
Icici Bank LtdFinancial3.60%₹242.64 Cr
State Bank Of IndiaFinancial3.18%₹222.54 Cr
State Bank Of IndiaFinancial3.18%₹222.54 Cr
Icici Bank LtdFinancial3.08%₹215.25 Cr
Icici Bank LtdFinancial3.08%₹215.25 Cr
State Bank Of IndiaFinancial3.07%₹207.21 Cr
State Bank Of IndiaFinancial3.07%₹207.21 Cr
State Bank Of IndiaFinancial2.79%₹189.18 Cr
Bharti Airtel LtdTechnology2.64%₹184.91 Cr
Bharti Airtel LtdTechnology2.64%₹184.91 Cr
Bharti Airtel LtdTechnology2.54%₹172.29 Cr
Bharti Airtel LtdTechnology2.51%₹169.06 Cr
Bharti Airtel LtdTechnology2.51%₹169.06 Cr
Amber Enterprises India LtdConsumer Discretionary2.35%₹159.27 Cr
Amber Enterprises India LtdConsumer Discretionary2.28%₹153.69 Cr
Amber Enterprises India LtdConsumer Discretionary2.28%₹153.69 Cr
Amber Enterprises India LtdConsumer Discretionary2.18%₹152.69 Cr
Amber Enterprises India LtdConsumer Discretionary2.18%₹152.69 Cr
Axis Bank LtdFinancial2.20%₹149.58 Cr
Uno Minda LtdConsumer Discretionary2.20%₹148.06 Cr
Uno Minda LtdConsumer Discretionary2.20%₹148.06 Cr
Axis Bank LtdFinancial2.11%₹147.94 Cr
Axis Bank LtdFinancial2.11%₹147.94 Cr
Kotak Mahindra Bank LtdFinancial2.10%₹147.15 Cr
Kotak Mahindra Bank LtdFinancial2.10%₹147.15 Cr
Infosys LtdTechnology2.03%₹142.30 Cr
Infosys LtdTechnology2.03%₹142.30 Cr
Larsen & Toubro LtdIndustrials2.02%₹141.08 Cr
Larsen & Toubro LtdIndustrials2.02%₹141.08 Cr
Kotak Mahindra Bank LtdFinancial2.07%₹139.49 Cr
Kotak Mahindra Bank LtdFinancial2.07%₹139.49 Cr
Cummins India LtdIndustrials1.99%₹139.01 Cr
Cummins India LtdIndustrials1.99%₹139.01 Cr
Kotak Mahindra Bank LtdFinancial2.04%₹138.50 Cr
Infosys LtdTechnology2.05%₹138.41 Cr
Infosys LtdTechnology2.05%₹138.41 Cr
Axis Bank LtdFinancial2.01%₹135.79 Cr
Axis Bank LtdFinancial2.01%₹135.79 Cr
Uno Minda LtdConsumer Discretionary1.85%₹129.70 Cr
Uno Minda LtdConsumer Discretionary1.85%₹129.70 Cr
Larsen & Toubro LtdIndustrials1.90%₹128.07 Cr
Larsen & Toubro LtdIndustrials1.90%₹128.07 Cr
Alkem Laboratories LtdHealthcare1.83%₹127.97 Cr
Alkem Laboratories LtdHealthcare1.83%₹127.97 Cr
Jindal Steel & Power LtdMaterials1.83%₹127.94 Cr
Jindal Steel & Power LtdMaterials1.83%₹127.94 Cr
Larsen & Toubro LtdIndustrials1.87%₹127.28 Cr
Mahindra & Mahindra Financial Services LtdFinancial1.80%₹126.22 Cr
Mahindra & Mahindra Financial Services LtdFinancial1.80%₹126.22 Cr
Alkem Laboratories LtdHealthcare1.87%₹126.08 Cr
Alkem Laboratories LtdHealthcare1.87%₹126.08 Cr
Fortis Healthcare LtdHealthcare1.87%₹126.07 Cr
Fortis Healthcare LtdHealthcare1.87%₹126.07 Cr
Cummins India LtdIndustrials1.86%₹125.65 Cr
Cummins India LtdIndustrials1.86%₹125.65 Cr
Principal Cash Management Direct-growthUnspecified1.86%₹125.12 Cr
Principal Cash Management Direct-growthUnspecified1.86%₹125.12 Cr
Fortis Healthcare LtdHealthcare1.75%₹122.77 Cr
Fortis Healthcare LtdHealthcare1.75%₹122.77 Cr
Marico LtdConsumer Staples1.75%₹122.39 Cr
Marico LtdConsumer Staples1.75%₹122.39 Cr
Infosys LtdTechnology1.78%₹120.72 Cr
Marico LtdConsumer Staples1.78%₹120.67 Cr
Prestige Estates Projects LtdReal Estate1.72%₹120.38 Cr
Prestige Estates Projects LtdReal Estate1.72%₹120.38 Cr
Uno Minda LtdConsumer Discretionary1.76%₹119.76 Cr
Jubilant Foodworks LtdConsumer Discretionary1.71%₹119.57 Cr
Jubilant Foodworks LtdConsumer Discretionary1.71%₹119.57 Cr
Jindal Steel & Power LtdMaterials1.76%₹118.94 Cr
Jindal Steel & Power LtdMaterials1.76%₹118.94 Cr
Jubilant Foodworks LtdConsumer Discretionary1.76%₹118.85 Cr
Jubilant Foodworks LtdConsumer Discretionary1.76%₹118.85 Cr
Marico LtdConsumer Staples1.76%₹118.56 Cr
Marico LtdConsumer Staples1.76%₹118.56 Cr
Hindustan Aeronautics LtdIndustrials1.67%₹117.00 Cr
Hindustan Aeronautics LtdIndustrials1.67%₹117.00 Cr
Alkem Laboratories LtdHealthcare1.72%₹116.92 Cr
Cummins India LtdIndustrials1.70%₹115.55 Cr
Bajaj Finance LtdFinancial1.64%₹114.71 Cr
Bajaj Finance LtdFinancial1.64%₹114.71 Cr
Bank Of BarodaFinancial1.63%₹114.14 Cr
Bank Of BarodaFinancial1.63%₹114.14 Cr
Mahindra & Mahindra LtdConsumer Discretionary1.62%₹113.33 Cr
Mahindra & Mahindra LtdConsumer Discretionary1.62%₹113.33 Cr
Ultratech Cement LtdMaterials1.67%₹113.30 Cr
Jk Cement LtdMaterials1.67%₹113.20 Cr
Jubilant Foodworks LtdConsumer Discretionary1.67%₹113.07 Cr
Ultratech Cement LtdMaterials1.68%₹113.05 Cr
Ultratech Cement LtdMaterials1.68%₹113.05 Cr
Prestige Estates Projects LtdReal Estate1.65%₹112.23 Cr
Fortis Healthcare LtdHealthcare1.64%₹111.47 Cr
Ultratech Cement LtdMaterials1.58%₹110.51 Cr
Ultratech Cement LtdMaterials1.58%₹110.51 Cr
Mahindra & Mahindra Financial Services LtdFinancial1.63%₹110.12 Cr
Mahindra & Mahindra Financial Services LtdFinancial1.63%₹110.12 Cr
Bajaj Finance LtdFinancial1.63%₹109.88 Cr
Bajaj Finance LtdFinancial1.63%₹109.88 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities1.57%₹109.59 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities1.57%₹109.59 Cr
Bharti Hexacom Ltd.Technology1.53%₹107.00 Cr
Bharti Hexacom Ltd.Technology1.53%₹107.00 Cr
Multi Commodity Exchange Of India LtdFinancial1.52%₹106.30 Cr
Multi Commodity Exchange Of India LtdFinancial1.52%₹106.30 Cr
Bharti Hexacom Ltd.Technology1.56%₹106.24 Cr
Bank Of BarodaFinancial1.57%₹106.00 Cr
Bank Of BarodaFinancial1.57%₹106.00 Cr
The Federal Bank LtdFinancial1.50%₹105.14 Cr
The Federal Bank LtdFinancial1.50%₹105.14 Cr
Prestige Estates Projects LtdReal Estate1.55%₹104.20 Cr
Prestige Estates Projects LtdReal Estate1.55%₹104.20 Cr
Jk Cement LtdMaterials1.54%₹103.95 Cr
Jk Cement LtdMaterials1.54%₹103.95 Cr
Mahindra & Mahindra Financial Services LtdFinancial1.52%₹103.00 Cr
Mahindra & Mahindra LtdConsumer Discretionary1.53%₹102.81 Cr
Mahindra & Mahindra LtdConsumer Discretionary1.53%₹102.81 Cr
Jk Cement LtdMaterials1.46%₹102.19 Cr
Jk Cement LtdMaterials1.46%₹102.19 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities1.51%₹102.09 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities1.51%₹102.09 Cr
Dr. Lal Pathlabs LtdHealthcare1.49%₹100.83 Cr
RepoUnspecified1.46%₹98.10 Cr
RepoUnspecified1.46%₹98.10 Cr
Bank Of BarodaFinancial1.44%₹97.53 Cr
United Breweries LtdConsumer Staples1.43%₹97.28 Cr
Bajaj Finance LtdFinancial1.43%₹96.93 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities1.42%₹96.34 Cr
Polycab India LtdIndustrials1.38%₹96.30 Cr
Polycab India LtdIndustrials1.38%₹96.30 Cr
Mahindra & Mahindra LtdConsumer Discretionary1.42%₹96.09 Cr
Pi Industries LtdMaterials1.41%₹95.65 Cr
Bharti Hexacom Ltd.Technology1.42%₹95.44 Cr
Bharti Hexacom Ltd.Technology1.42%₹95.44 Cr
Mankind Pharma Ltd.Healthcare1.40%₹94.98 Cr
Hindustan Aeronautics LtdIndustrials1.41%₹94.93 Cr
Hindustan Aeronautics LtdIndustrials1.41%₹94.93 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary1.35%₹94.37 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary1.35%₹94.37 Cr
Grasim Industries LtdMaterials1.32%₹92.53 Cr
Grasim Industries LtdMaterials1.32%₹92.53 Cr
Polycab India LtdIndustrials1.35%₹91.08 Cr
Polycab India LtdIndustrials1.35%₹91.08 Cr
Hindustan Aeronautics LtdIndustrials1.34%₹90.68 Cr
Mankind Pharma Ltd.Healthcare1.34%₹90.12 Cr
Mankind Pharma Ltd.Healthcare1.34%₹90.12 Cr
United Breweries LtdConsumer Staples1.34%₹90.04 Cr
United Breweries LtdConsumer Staples1.34%₹90.04 Cr
The Federal Bank LtdFinancial1.32%₹89.95 Cr
United Breweries LtdConsumer Staples1.28%₹89.87 Cr
United Breweries LtdConsumer Staples1.28%₹89.87 Cr
Multi Commodity Exchange Of India LtdFinancial1.33%₹89.65 Cr
Multi Commodity Exchange Of India LtdFinancial1.33%₹89.65 Cr
Dr. Lal Pathlabs LtdHealthcare1.32%₹88.87 Cr
Dr. Lal Pathlabs LtdHealthcare1.32%₹88.87 Cr
Multi Commodity Exchange Of India LtdFinancial1.30%₹88.47 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary1.31%₹88.45 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary1.31%₹88.45 Cr
Grasim Industries LtdMaterials1.31%₹88.22 Cr
Grasim Industries LtdMaterials1.31%₹88.22 Cr
Mankind Pharma Ltd.Healthcare1.26%₹88.21 Cr
Mankind Pharma Ltd.Healthcare1.26%₹88.21 Cr
Grasim Industries LtdMaterials1.29%₹87.88 Cr
Dr. Lal Pathlabs LtdHealthcare1.25%₹87.79 Cr
Dr. Lal Pathlabs LtdHealthcare1.25%₹87.79 Cr
Adani Ports And Special Economic Zone LtdIndustrials1.24%₹87.09 Cr
Adani Ports And Special Economic Zone LtdIndustrials1.24%₹87.09 Cr
Lupin LtdHealthcare1.28%₹86.81 Cr
Lupin LtdHealthcare1.28%₹86.01 Cr
Lupin LtdHealthcare1.28%₹86.01 Cr
The Federal Bank LtdFinancial1.27%₹85.73 Cr
The Federal Bank LtdFinancial1.27%₹85.73 Cr
Polycab India LtdIndustrials1.26%₹85.26 Cr
Lupin LtdHealthcare1.21%₹84.43 Cr
Lupin LtdHealthcare1.21%₹84.43 Cr
Affle (india) LtdIndustrials1.24%₹84.19 Cr
Affle (india) LtdIndustrials1.24%₹83.75 Cr
Affle (india) LtdIndustrials1.24%₹83.75 Cr
Affle (india) LtdIndustrials1.19%₹83.02 Cr
Affle (india) LtdIndustrials1.19%₹83.02 Cr
Coromandel International LtdMaterials1.18%₹82.86 Cr
Coromandel International LtdMaterials1.18%₹82.86 Cr
Max Financial Services LtdFinancial1.22%₹82.16 Cr
Max Financial Services LtdFinancial1.22%₹82.16 Cr
Jindal Steel & Power LtdMaterials1.21%₹82.03 Cr
Zomato LtdTechnology1.21%₹81.38 Cr
Zomato LtdTechnology1.21%₹81.38 Cr
Max Financial Services LtdFinancial1.15%₹80.63 Cr
Max Financial Services LtdFinancial1.15%₹80.63 Cr
Pi Industries LtdMaterials1.15%₹80.49 Cr
Pi Industries LtdMaterials1.15%₹80.49 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary1.18%₹79.79 Cr
Max Healthcare Institute LtdHealthcare1.17%₹79.74 Cr
Pi Industries LtdMaterials1.17%₹79.05 Cr
Pi Industries LtdMaterials1.17%₹79.05 Cr
Bharat Petroleum Corporation LtdEnergy & Utilities1.12%₹78.50 Cr
Bharat Petroleum Corporation LtdEnergy & Utilities1.12%₹78.50 Cr
Max Financial Services LtdFinancial1.15%₹78.27 Cr
Persistent Systems LtdTechnology1.14%₹77.41 Cr
Zomato LtdTechnology1.13%₹76.95 Cr
Phoenix Mills LtdReal Estate1.08%₹75.72 Cr
Phoenix Mills LtdReal Estate1.08%₹75.72 Cr
Info Edge (india) LtdTechnology1.11%₹75.18 Cr
Bharat Petroleum Corporation LtdEnergy & Utilities1.11%₹74.72 Cr
Bharat Petroleum Corporation LtdEnergy & Utilities1.11%₹74.72 Cr
Zomato LtdTechnology1.07%₹74.67 Cr
Zomato LtdTechnology1.07%₹74.67 Cr
Coromandel International LtdMaterials1.10%₹74.20 Cr
Coromandel International LtdMaterials1.10%₹74.20 Cr
Bharat Petroleum Corporation LtdEnergy & Utilities1.07%₹72.45 Cr
Cholamandalam Investment & Finance Company LtdFinancial1.03%₹72.11 Cr
Cholamandalam Investment & Finance Company LtdFinancial1.03%₹72.11 Cr
Motilal Oswal Financial Services LtdFinancial1.02%₹71.39 Cr
Motilal Oswal Financial Services LtdFinancial1.02%₹71.39 Cr
Adani Ports And Special Economic Zone LtdIndustrials1.04%₹70.18 Cr
Adani Ports And Special Economic Zone LtdIndustrials1.04%₹70.18 Cr
Phoenix Mills LtdReal Estate1.04%₹70.00 Cr
Phoenix Mills LtdReal Estate1.04%₹70.00 Cr
Persistent Systems LtdTechnology1.04%₹69.93 Cr
Persistent Systems LtdTechnology1.04%₹69.93 Cr
Idfc First Bank LtdFinancial0.99%₹69.50 Cr
Idfc First Bank LtdFinancial0.99%₹69.50 Cr
Schaeffler India LtdIndustrials1.03%₹69.45 Cr
Schaeffler India LtdIndustrials1.03%₹69.45 Cr
Max Healthcare Institute LtdHealthcare0.98%₹68.87 Cr
Max Healthcare Institute LtdHealthcare0.98%₹68.87 Cr
The Indian Hotels Company LtdConsumer Discretionary1.01%₹68.52 Cr
Cholamandalam Investment & Finance Company LtdFinancial1.02%₹68.46 Cr
Cholamandalam Investment & Finance Company LtdFinancial1.02%₹68.46 Cr
Sun Pharmaceutical Industries LtdHealthcare1.01%₹68.27 Cr
Schaeffler India LtdIndustrials1.00%₹68.01 Cr
Sun Pharmaceutical Industries LtdHealthcare0.97%₹67.63 Cr
Sun Pharmaceutical Industries LtdHealthcare0.97%₹67.63 Cr
RepoUnspecified0.99%₹67.41 Cr
Max Healthcare Institute LtdHealthcare0.99%₹66.88 Cr
Max Healthcare Institute LtdHealthcare0.99%₹66.88 Cr
Ntpc LtdEnergy & Utilities0.98%₹66.85 Cr
Phoenix Mills LtdReal Estate0.98%₹66.78 Cr
The Indian Hotels Company LtdConsumer Discretionary0.95%₹66.76 Cr
The Indian Hotels Company LtdConsumer Discretionary0.95%₹66.76 Cr
The Indian Hotels Company LtdConsumer Discretionary0.99%₹66.63 Cr
The Indian Hotels Company LtdConsumer Discretionary0.99%₹66.63 Cr
Schaeffler India LtdIndustrials0.95%₹66.35 Cr
Schaeffler India LtdIndustrials0.95%₹66.35 Cr
Varun Beverages LtdConsumer Staples0.96%₹65.33 Cr
Tata Power Company LtdEnergy & Utilities0.93%₹64.78 Cr
Tata Power Company LtdEnergy & Utilities0.93%₹64.78 Cr
Sun Pharmaceutical Industries LtdHealthcare0.95%₹63.77 Cr
Sun Pharmaceutical Industries LtdHealthcare0.95%₹63.77 Cr
Itc LtdConsumer Staples0.94%₹63.65 Cr
Tata Power Company LtdEnergy & Utilities0.94%₹63.64 Cr
Apollo Tyres LtdConsumer Discretionary0.90%₹62.69 Cr
Apollo Tyres LtdConsumer Discretionary0.90%₹62.69 Cr
Kirloskar Oil Engines LtdIndustrials0.89%₹62.22 Cr
Kirloskar Oil Engines LtdIndustrials0.89%₹62.22 Cr
Tata Power Company LtdEnergy & Utilities0.92%₹62.18 Cr
Tata Power Company LtdEnergy & Utilities0.92%₹62.18 Cr
Metro Brands LtdConsumer Discretionary0.92%₹62.18 Cr
Cholamandalam Investment & Finance Company LtdFinancial0.90%₹61.34 Cr
Others EmmUnspecified0.88%₹60.00 Cr
Emami LtdConsumer Staples0.88%₹59.21 Cr
Emami LtdConsumer Staples0.88%₹59.21 Cr
Persistent Systems LtdTechnology0.85%₹59.17 Cr
Persistent Systems LtdTechnology0.85%₹59.17 Cr
Apollo Tyres LtdConsumer Discretionary0.88%₹59.12 Cr
Apollo Tyres LtdConsumer Discretionary0.88%₹59.12 Cr
Emami LtdConsumer Staples0.84%₹58.78 Cr
Emami LtdConsumer Staples0.84%₹58.78 Cr
Apollo Tyres LtdConsumer Discretionary0.86%₹58.46 Cr
Motilal Oswal Financial Services LtdFinancial0.86%₹58.30 Cr
Delhivery LtdIndustrials0.83%₹58.24 Cr
Delhivery LtdIndustrials0.83%₹58.24 Cr
Cash/net Current AssetsUnspecified0.82%₹57.42 Cr
Cash/net Current AssetsUnspecified0.82%₹57.42 Cr
Emami LtdConsumer Staples0.84%₹57.22 Cr
Motilal Oswal Financial Services LtdFinancial0.85%₹57.19 Cr
Motilal Oswal Financial Services LtdFinancial0.85%₹57.19 Cr
Kirloskar Oil Engines LtdIndustrials0.85%₹57.17 Cr
Kirloskar Oil Engines LtdIndustrials0.85%₹57.17 Cr
Delhivery LtdIndustrials0.83%₹56.26 Cr
Delhivery LtdIndustrials0.83%₹56.26 Cr
Torrent Power LtdEnergy & Utilities0.80%₹55.95 Cr
Torrent Power LtdEnergy & Utilities0.80%₹55.95 Cr
Torrent Power LtdEnergy & Utilities0.82%₹55.68 Cr
Delhivery LtdIndustrials0.81%₹55.28 Cr
Coforge LtdTechnology0.79%₹55.12 Cr
Coforge LtdTechnology0.79%₹55.12 Cr
Jsw Infrastructure LtdIndustrials0.80%₹53.75 Cr
Jsw Infrastructure LtdIndustrials0.80%₹53.75 Cr
Jsw Infrastructure LtdIndustrials0.77%₹52.11 Cr
Kirloskar Oil Engines LtdIndustrials0.76%₹51.90 Cr
Torrent Power LtdEnergy & Utilities0.77%₹51.80 Cr
Torrent Power LtdEnergy & Utilities0.77%₹51.80 Cr
RepoUnspecified0.72%₹50.05 Cr
RepoUnspecified0.72%₹50.05 Cr
Zf Commercial Vehicle Control Systems India LtdConsumer Discretionary0.71%₹49.70 Cr
Zf Commercial Vehicle Control Systems India LtdConsumer Discretionary0.71%₹49.70 Cr
Kalyan Jewellers India LtdConsumer Discretionary0.73%₹49.33 Cr
Devyani International LtdConsumer Discretionary0.72%₹48.73 Cr
Devyani International LtdConsumer Discretionary0.72%₹48.73 Cr
Procter & Gamble Hygiene & Health Care LtdConsumer Staples0.72%₹48.43 Cr
Procter & Gamble Hygiene & Health Care LtdConsumer Staples0.72%₹48.43 Cr
Indus Towers LtdTechnology0.70%₹47.19 Cr
Skf India LtdIndustrials0.70%₹47.16 Cr
Skf India LtdIndustrials0.70%₹47.16 Cr
Coromandel International LtdMaterials0.69%₹47.10 Cr
Zf Commercial Vehicle Control Systems India LtdConsumer Discretionary0.69%₹47.05 Cr
Devyani International LtdConsumer Discretionary0.67%₹46.92 Cr
Devyani International LtdConsumer Discretionary0.67%₹46.92 Cr
Jsw Infrastructure LtdIndustrials0.67%₹46.79 Cr
Jsw Infrastructure LtdIndustrials0.67%₹46.79 Cr
Zf Commercial Vehicle Control Systems India LtdConsumer Discretionary0.68%₹46.05 Cr
Zf Commercial Vehicle Control Systems India LtdConsumer Discretionary0.68%₹46.05 Cr
Procter & Gamble Hygiene & Health Care LtdConsumer Staples0.65%₹45.71 Cr
Procter & Gamble Hygiene & Health Care LtdConsumer Staples0.65%₹45.71 Cr
Devyani International LtdConsumer Discretionary0.67%₹45.67 Cr
Indus Towers LtdTechnology0.66%₹44.58 Cr
Indus Towers LtdTechnology0.66%₹44.58 Cr
Gland Pharma LtdHealthcare0.63%₹44.12 Cr
Gland Pharma LtdHealthcare0.63%₹44.12 Cr
Gland Pharma LtdHealthcare0.64%₹43.20 Cr
Gland Pharma LtdHealthcare0.64%₹43.20 Cr
Coforge LtdTechnology0.63%₹43.01 Cr
Kalyan Jewellers India LtdConsumer Discretionary0.60%₹42.28 Cr
Kalyan Jewellers India LtdConsumer Discretionary0.60%₹42.28 Cr
Others EmmUnspecified0.59%₹40.00 Cr
Others EmmUnspecified0.59%₹40.00 Cr
Skf India LtdIndustrials0.58%₹39.20 Cr
Coforge LtdTechnology0.58%₹39.14 Cr
Coforge LtdTechnology0.58%₹39.14 Cr
Kalyan Jewellers India LtdConsumer Discretionary0.56%₹37.69 Cr
Kalyan Jewellers India LtdConsumer Discretionary0.56%₹37.69 Cr
Skf India (industrial) Ltd.0.39%₹27.08 Cr
Skf India (industrial) Ltd.0.39%₹27.08 Cr
Ola Electric Mobility Ltd.Consumer Discretionary0.34%₹23.39 Cr
Lg Electronics India Ltd.Consumer Discretionary0.33%₹23.35 Cr
Lg Electronics India Ltd.Consumer Discretionary0.33%₹23.35 Cr
Ola Electric Mobility Ltd.Consumer Discretionary0.33%₹22.33 Cr
Ola Electric Mobility Ltd.Consumer Discretionary0.33%₹22.33 Cr
Skf India LtdIndustrials0.31%₹21.41 Cr
Skf India LtdIndustrials0.31%₹21.41 Cr
Cash/net Current AssetsUnspecified0.26%₹17.35 Cr
Gland Pharma LtdHealthcare0.24%₹16.52 Cr
Berger Paints India LtdMaterials0.21%₹14.44 Cr
Berger Paints India LtdMaterials0.21%₹14.44 Cr
Escorts Kubota LtdIndustrials0.09%₹6.05 Cr
Escorts Kubota LtdIndustrials0.09%₹6.05 Cr
Net PayablesUnspecified-0.75%₹-50.46 Cr
Net PayablesUnspecified-0.75%₹-50.46 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Quant Large And Mid Cap Fund Direct-growth increase ₹127.78 18.11% 24.08% -
Quant Large And Mid Cap Fund-growth increase ₹116.23 16.44% 22.23% -
Bank Of India Large & Mid Cap Fund Direct-bonus increase ₹53.96 17.85% 19.57% -
Canara Robeco Large And Mid Cap Fund Direct-growth increase ₹296.84 17.49% 19.39% -
Bank Of India Large & Mid Cap Fund Regular-bonus increase ₹90.58 16.57% 18.31% -
ICICI Prudential Nifty Alpha Low Volatility 30 Etf - Growth increase ₹27.74 16.41% 17.03% -
Aditya Birla Sun Life Large & Mid Cap Fund Direct -growth increase ₹1,021.52 15.32% 15.82% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Sundaram Large And Mid Cap Fund-growth

What is the current AUM of Sundaram Large And Mid Cap Fund-growth?

As of Thu Jul 31, 2025, Sundaram Large And Mid Cap Fund-growth manages assets worth ₹6,789.2 crore

How has Sundaram Large And Mid Cap Fund-growth performed recently?

  • 3 Months: 0.97%
  • 6 Months: 14.86%

What is the long-term performance of Sundaram Large And Mid Cap Fund-growth?

  • 3 Years CAGR: 16.43%
  • 5 Years CAGR: 20.45%
  • Since Inception: 14.31%

What is the portfolio composition of Sundaram Large And Mid Cap Fund-growth?

Equity: 98.46%, Others: 1.54%.

Who manages Sundaram Large And Mid Cap Fund-growth?

Sundaram Large And Mid Cap Fund-growth is managed by Ashish Aggarwal from Sundaram Mutual Fund.

What is the market-cap allocation of Sundaram Large And Mid Cap Fund-growth?

Large Cap: 50.48%, Mid Cap: 38.92%, Small Cap: 10.60%.

Which are the top companies Sundaram Large And Mid Cap Fund-growth has invested in?

  • HDFC Bank Ltd – 5.69% of the fund's portfolio
  • HDFC Bank Ltd – 5.69% of the fund's portfolio
  • HDFC Bank Ltd – 5.65% of the fund's portfolio
  • HDFC Bank Ltd – 5.36% of the fund's portfolio
  • HDFC Bank Ltd – 5.36% of the fund's portfolio

Which are the major sectors Sundaram Large And Mid Cap Fund-growth focuses on?

  • Financial – 136.72% of the fund's portfolio
  • Consumer Discretionary – 65.83% of the fund's portfolio
  • Industrials – 63.79% of the fund's portfolio
  • Healthcare – 50.23% of the fund's portfolio
  • Technology – 47.33% of the fund's portfolio
View more FAQ's

Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.

Please consult your financial advisor for an informed decision.

Past performance may not be indicative of future results.

The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.

Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.

Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.

For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.

For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.

Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved

^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.

Close
Download the Policybazaar app
to manage all your insurance needs.
INSTALL
CCBot
top

Become a Crorepati

Invest ₹10K/Month & Get ₹1 Crore# Returns

Mobile +91
*T&C Applied.