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Sundaram Large and Mid Cap Fund - Direct Plan
Regular
Direct
3 Year Absolute Returns
23.00% ↑
NAV (₹) on 15 May 2026
32.72
1 Day NAV Change
-0.22%
Risk Level
Very High Risk
Rating
Sundaram Large and Mid Cap Fund - Direct Plan is a Equity mutual fund categorized under Diversified, offered by Sundaram Asset Management Company Ltd.. Launched on 01 Jan 2013, investors can start ... Read more
NAV History
Fund Details
Min. SIP Amount
₹100
Inception Date
01 Jan 2013
Min. Lumpsum Amount
₹ 100
Fund Age
13 Yrs
AUM
₹ 6,574.82 Cr.
Benchmark
Nifty Large Midcap 250 Total Return
Expense Ratio
8.39%
Scheme Type
Open Ended
Exit Load
1%
Returns Calculator
Investment amount per month
₹1,000
Over the past
Would have become
On total investment of
*Calculation based on past performance of this fund.
Asset Allocation
AUM
₹ 6,574.82 Cr
Equity
382.56%
Money Market & Cash
14.78%
Derivatives & Other Instruments
2.66%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Finance - Banks - Private Sector | 7.35% |
| Non-Banking Financial Company (NBFC) | 6.31% |
| IT Consulting & Software | 5.93% |
| E-Commerce/E-Retail | 5.59% |
| Finance - Banks - Public Sector | 5.16% |
| Finance & Investments | 4.03% |
| Power - Generation/Distribution | 3.98% |
| Cement | 3.81% |
| Realty | 3.64% |
| Engines | 3.37% |
| Aluminium | 3.16% |
| Beverages & Distilleries | 3.00% |
| Construction, Contracting & Engineering | 3.00% |
| Airlines | 2.72% |
| Derivatives | 2.66% |
| Cash | 2.59% |
| Telecom Services | 2.58% |
| Domestic Appliances | 2.54% |
| Entertainment & Media | 2.52% |
| Exchange Platform | 2.47% |
| Logistics - Warehousing/Supply Chain/Others | 2.44% |
| Pharmaceuticals | 2.26% |
| Non-Alcoholic Beverages | 2.13% |
| Cables - Power/Others | 2.08% |
| Refineries | 2.06% |
| Treps/Reverse Repo | 2.00% |
| Hotels, Resorts & Restaurants | 1.77% |
| Auto - Cars & Jeeps | 1.65% |
| Hospitals & Medical Services | 1.54% |
| Auto Ancl - Electrical | 1.52% |
| Aerospace & Defense | 1.08% |
| Engineering - Heavy | 1.01% |
| Gems, Jewellery & Precious Metals | 0.93% |
| Edible Oils & Solvent Extraction | 0.83% |
| Auto Ancl - Susp. & Braking - Others | 0.25% |
| Services - Others | 0.04% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| Shriram Finance Ltd | 3.86% | ₹ 253.66 | Non-Banking Financial Company (NBFC) |
| State Bank of India | 3.66% | ₹ 240.72 | Finance - Banks - Public Sector |
| Oracle Financial Services Software Ltd | 3.33% | ₹ 218.66 | IT Consulting & Software |
| National Aluminium Company Ltd | 3.16% | ₹ 207.85 | Aluminium |
| Larsen & Toubro Ltd | 3.00% | ₹ 197.17 | Construction, Contracting & Engineering |
| Radico Khaitan Ltd | 3.00% | ₹ 197.49 | Beverages & Distilleries |
| Zomato Ltd | 2.99% | ₹ 196.27 | E-Commerce/E-Retail |
| Interglobe Aviation Ltd | 2.72% | ₹ 179.14 | Airlines |
| Margin Money For Derivatives | 2.66% | ₹ 175 | Others |
| FSN E–Commerce Ventures Ltd(NYKAA) | 2.60% | ₹ 170.97 | E-Commerce/E-Retail |
| Cash & Other Net Current Assets | 2.59% | ₹ 169.98 | Others |
| Bharti Airtel Ltd | 2.58% | ₹ 169.81 | Telecom Services |
| Amber Enterprises India Ltd | 2.54% | ₹ 167.23 | Domestic Appliances |
| Affle (IndiLtd | 2.52% | ₹ 165.93 | Entertainment & Media |
| Ultratech Cement Ltd | 2.51% | ₹ 165.07 | Cement |
| ICICI Bank Ltd | 2.50% | ₹ 164.24 | Finance - Banks - Private Sector |
| Multi Commodity Exchange of India Ltd | 2.47% | ₹ 162.33 | Exchange Platform |
| Five-Star Business Finance Ltd | 2.45% | ₹ 161.02 | Non-Banking Financial Company (NBFC) |
| Delhivery Ltd | 2.44% | ₹ 160.68 | Logistics - Warehousing/Supply Chain/Others |
| Angel One Ltd | 2.38% | ₹ 156.49 | Finance & Investments |
| Varun Beverages Ltd | 2.13% | ₹ 140.05 | Non-Alcoholic Beverages |
| Polycab India Ltd | 2.08% | ₹ 136.66 | Cables - Power/Others |
| Hindustan Petroleum Corporation Ltd | 2.06% | ₹ 135.32 | Refineries |
| Axis Bank Ltd | 2.00% | ₹ 131.80 | Finance - Banks - Private Sector |
| TREPS | 2.00% | ₹ 131.21 | Others |
| JSW Energy Ltd | 1.99% | ₹ 130.79 | Power - Generation/Distribution |
| Torrent Power Ltd | 1.99% | ₹ 131.14 | Power - Generation/Distribution |
| Prestige Estates Projects Ltd | 1.87% | ₹ 123.05 | Realty |
| IDFC First Bank Ltd | 1.85% | ₹ 121.34 | Finance - Banks - Private Sector |
| Coforge Ltd | 1.81% | ₹ 119.31 | IT Consulting & Software |
| Jubilant Foodworks Ltd | 1.77% | ₹ 116.54 | Hotels, Resorts & Restaurants |
| The Phoenix Mills Ltd | 1.77% | ₹ 116.45 | Realty |
| Cummins India Ltd | 1.76% | ₹ 115.95 | Engines |
| Mahindra & Mahindra Ltd | 1.65% | ₹ 108.41 | Auto - Cars & Jeeps |
| Kirloskar Oil Engines Ltd | 1.61% | ₹ 106.04 | Engines |
| Fortis Health Care Ltd | 1.54% | ₹ 101.52 | Hospitals & Medical Services |
| UNO Minda Ltd | 1.52% | ₹ 100.12 | Auto Ancl - Electrical |
| Bank of Baroda | 1.50% | ₹ 98.55 | Finance - Banks - Public Sector |
| Max Financial Services Ltd | 1.45% | ₹ 95.14 | Finance & Investments |
| JK Cement Ltd | 1.30% | ₹ 85.16 | Cement |
| Gland Pharma Ltd | 1.20% | ₹ 78.90 | Pharmaceuticals |
| MTAR Technologies Ltd | 1.08% | ₹ 70.72 | Aerospace & Defense |
| TD Power Systems Ltd | 1.01% | ₹ 66.16 | Engineering - Heavy |
| Alkem Laboratories Ltd | 1.01% | ₹ 66.10 | Pharmaceuticals |
| Ujjivan Small Finance Bank Ltd | 1.00% | ₹ 65.54 | Finance - Banks - Private Sector |
| Kalyan Jewellers India Ltd | 0.93% | ₹ 60.95 | Gems, Jewellery & Precious Metals |
| Marico Ltd | 0.83% | ₹ 54.25 | Edible Oils & Solvent Extraction |
| Rate Gain Travel Technologies Ltd | 0.78% | ₹ 51.34 | IT Consulting & Software |
| ZF Commercial Vehicle Control Systems I Ltd | 0.25% | ₹ 16.50 | Auto Ancl - Susp. & Braking - Others |
| ICICI Prudential Asset Management Company Ltd | 0.20% | ₹ 13.37 | Finance & Investments |
| Neuland Laboratories Ltd | 0.05% | ₹ 3.41 | Pharmaceuticals |
| Indegene Limited | 0.04% | ₹ 2.32 | Services - Others |
| Persistent Systems Ltd | 0.01% | ₹ 0.96 | IT Consulting & Software |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | -6.28% | -4.83% | -1.39% | 7.14% |
| Category returns | 1.37% | 2.71% | 11.68% | 49.44% |
Fund Objective
To seek capital appreciation by investing in equity & equity related instruments.
AMC Details
Name
Sundaram Asset Management Company Ltd.
Date of Incorporation
24 Aug 1996
CEO
Mr. Anand Radhakrishnan
CIO
Mr. Dwijendra Srivastava
Type
Pvt.Sector-Indian
Address
Sundaram Towers,
2nd Floor, 46 Whites Road,
Royapettah, Chennai (Madras), Tamil Nadu, India - 600014
Website
http://www.sundarammutual.com
Email
dhirent@sundarammutual.com
Top Funds from Equity - Large & Mid Cap
Top Funds from Sundaram Asset Management Company Ltd.
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Sundaram Value Fund
ELSS
Regular
|
₹207.48 | -3.90% | 31.60% | 71.61% | ₹1,323 | 2.18% |
Very High
|
|
Sundaram Equity Savings Fund (Growth Accum)
Hybrid
Regular
|
₹70.05 | 0.68% | 31.21% | 58.02% | ₹1,079 | 2.51% |
Moderate
|
|
Sundaram Large Cap Fund
Diversified
Regular
|
₹19.99 | -5.30% | 29.07% | 62.70% | ₹3,063 | 1.94% |
Very High
|
|
Sundaram Balanced Advantage Fund
Hybrid
Regular
|
₹34.38 | -1.73% | 28.74% | 47.56% | ₹1,658 | 2.31% |
Moderately High
|
|
Sundaram Multi Cap Fund - Direct Plan
Diversified
Direct
|
₹81.26 | -6.90% | 25.14% | 46.92% | ₹2,807 | 1.79% |
Very High
|
|
Sundaram Multi Cap Fund - Direct Plan
Diversified
Direct
|
₹81.26 | -6.90% | 25.14% | 46.92% | ₹2,807 | 1.79% |
Very High
|
|
Sundaram Multi Cap Fund - Direct Plan
Diversified
Direct
|
₹81.26 | -6.90% | 25.14% | 46.92% | ₹2,807 | 1.79% |
Very High
|
|
Sundaram Banking & PSU Fund - Direct Plan
FRF-ST
Direct
|
₹21.90 | 9.39% | 24.96% | 32.40% | ₹278 | 0.27% |
Moderate
|
|
Sundaram Equity Savings Fund - Direct Plan
Hybrid
Direct
|
₹24.96 | 3.24% | 24.48% | 58.93% | ₹1,079 | 1.27% |
Moderate
|
|
Sundaram Equity Savings Fund - Direct Plan
Hybrid
Direct
|
₹24.96 | 3.24% | 24.48% | 58.93% | ₹1,079 | 1.27% |
Moderate
|
FAQs
What is the current NAV of Sundaram Large and Mid Cap Fund - Direct Plan IDCW?
The current Net Asset Value (NAV) of Sundaram Large and Mid Cap Fund - Direct Plan IDCW is ₹32.72 as of 15 May 2026. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.
What is the fund size (AUM) of Sundaram Large and Mid Cap Fund - Direct Plan IDCW?
The Assets Under Management (AUM) of Sundaram Large and Mid Cap Fund - Direct Plan IDCW is ₹6,574.82 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.
What are the historical returns of Sundaram Large and Mid Cap Fund - Direct Plan IDCW?
Sundaram Large and Mid Cap Fund - Direct Plan IDCW has delivered returns of -4.83% (1 Year), 7.14% (3 Year), 7.36% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.
What is the risk level of Sundaram Large and Mid Cap Fund - Direct Plan IDCW?
Sundaram Large and Mid Cap Fund - Direct Plan IDCW has a risk rating of 'Very High' as per the SEBI Riskometer. This indicates the fund is suitable for very aggressive investors comfortable with significant market volatility. Investors should align their investment choices with their personal risk tolerance and financial goals.
What is the minimum investment amount for Sundaram Large and Mid Cap Fund - Direct Plan IDCW?
The minimum lumpsum investment required for Sundaram Large and Mid Cap Fund - Direct Plan IDCW is ₹100. The fund also offers SIP (Systematic Investment Plan) option starting from as low as ₹100, making it accessible for regular investments. This allows investors to start their mutual fund journey with a manageable amount.
Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article
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