Sundaram Large and Mid Cap Fund Regular Growth
Sundaram Mutual Fund
₹88.02 (-1.41%)
NAV as of 1 Oct 2026
Minimum Investment: ₹100
Return
3.50% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 1.81%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹100
- Category
- Large & Mid-Cap
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,131
Invested ₹1,000
▲+13.08%1 year
₹1,035
Invested ₹1,000
▲+3.50%3 years
₹1,118
Invested ₹1,000
▲+11.75%5 years
₹1,102
Invested ₹1,000
▲+10.17%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | Nifty LargeMidcap 250 TR INR |
|---|---|
| Secondary Index Name | Nifty LargeMidcap 250 TR INR |
| Index Name | Nifty LargeMidcap 250 TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | +3.50% | +11.75% | +10.17% | — |
| Cumulative returns (%) | +3.50% | +39.56% | +62.29% | +255.36% |
Fund Manager
| Manager | Shalav Saket |
|---|---|
| Role | Manager |
| Manager Tenure | 0.75 yrs |
About Fund
| Date of Incorporation | 27 Feb 2007 |
|---|---|
| Fund House | Sundaram Mutual Fund |
| Custodian | Standard Chartered Bank |
| Registrar / Transfer Agent | Sundaram Asset Management Company Ltd |
| Address | Standard Chartered Bank,1095 Avenue of the Americas,New York, NY 10036,USA |
Top Holdings
| Company | Weightage (%) |
|---|---|
| Radico Khaitan Ltd | 5.04% |
| Lenskart Solutions Ltd | 4.27% |
| Reliance Industries Ltd | 4.06% |
| Shriram Finance Ltd | 3.98% |
| Eternal Ltd | 3.98% |
| TD Power Systems Ltd | 3.96% |
| HDFC Bank Ltd | 3.72% |
| State Bank of India | 3.66% |
| Oracle Financial Services Software Ltd | 3.51% |
| Kalyan Jewellers India Ltd | 3.51% |
| MTAR Technologies Ltd | 3.29% |
| Axis Bank Ltd | 3.27% |
| Five-Star Business Finance Ltd | 3.21% |
| Cholamandalam Investment and Finance Co Ltd | 3.16% |
| TD Power Systems Ltd | 3.06% |
| National Aluminium Co Ltd | 3.01% |
| Larsen & Toubro Ltd | 2.99% |
| InterGlobe Aviation Ltd | 2.99% |
| Coforge Ltd | 2.76% |
| FSN E-Commerce Ventures Ltd | 2.60% |
| ICICI Bank Ltd | 2.60% |
| TVS Motor Co Ltd | 2.59% |
| Bharti Airtel Ltd | 2.58% |
| Amber Enterprises India Ltd Ordinary Shares | 2.58% |
| UltraTech Cement Ltd | 2.54% |
| Polycab India Ltd | 2.51% |
| Infosys Ltd | 2.27% |
| Kotak Mahindra Bank Ltd | 2.21% |
| UNO Minda Ltd | 2.20% |
| Mahindra & Mahindra Financial Services Ltd | 2.17% |
| Kotak Mahindra Bank Ltd | 2.03% |
Investment Strategy
To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
Long term capital growth
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.