Sundaram Large and Mid Cap-G

Fund Category: Large & MidCap

Fund Category Large & MidCap

Very High Equity G

3 Morning Star

2 Value Research

NAV( 13 Jun 2025)

₹ 83.22

2.25%

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Sundaram Large and Mid Cap-G

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Performance

20.17%3y Returns

-0.51% 1D Returns

Investment details

Min SIP amount

₹ 100
Min Lumpsum

₹ 100
Lock In

0
Expense ratio

1.82%
Exit load

1% For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

L After 365 days

Fund details

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Fund size

₹ 6,671 Cr
Plan

REGULAR
Launch date

10 Jan 2007
Fund type

OPEN
Fund benchmark

NIFTY Large Midcap 250 Total Return Index
ISIN

INF903J01DT1

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
Repo	2.89%
ABB India Ltd	0.81%
ACC Ltd	0.66%
Apollo Tyres Ltd	0.95%
Axis Bank Ltd	2.5%
Bajaj Finance Ltd	1.51%
Bank Of Baroda	1.53%
Bharat Petroleum Corporation Ltd	1.07%
Bharti Airtel Ltd	2.5%
Cholamandalam Investment & Finance Company Ltd	1.02%
Cummins India Ltd	1.06%
Emami Ltd	0.46%
Schaeffler India Ltd	1.04%
The Federal Bank Ltd	1.09%
Fortis Healthcare Ltd	1.38%
Grasim Industries Ltd	1.09%
HDFC Bank Ltd	5.66%
Hindustan Aeronautics Ltd	1.23%
Hindustan Petroleum Corporation Ltd	1.42%
ICICI Bank Ltd	4.55%
The Indian Hotels Company Ltd	1.15%
Info Edge (India) Ltd	1.16%
Infosys Ltd	1.87%
ITC Ltd	0.97%
Jindal Steel & Power Ltd	0.85%
JK Cement Ltd	1.4%
Kotak Mahindra Bank Ltd	2.18%
Larsen & Toubro Ltd	1.94%
Lupin Ltd	1.32%
Mahindra & Mahindra Financial Services Ltd	1.29%
Marico Ltd	1.83%
Max Financial Services Ltd	1.17%
UNO Minda Ltd	1.81%
Mphasis Ltd	0.65%
Coforge Ltd	0.51%
NTPC Ltd	1.0%
PI Industries Ltd	1.29%
The Phoenix Mills Ltd	0.86%
Reliance Industries Ltd	4.42%
State Bank of India	2.89%
Sun Pharmaceutical Industries Ltd	1.26%
Tata Consultancy Services Ltd	0.67%
Tata Motors Ltd	0.86%
Tata Power Company Ltd	0.78%
Titan Company Ltd	0.78%
Torrent Power Ltd	0.82%
Ultratech Cement Ltd	1.51%
United Breweries Ltd	1.48%
Jubilant FoodWorks Ltd	1.69%
Persistent Systems Ltd	1.27%
Prestige Estates Projects Ltd	1.32%
Kirloskar Oil Engines Ltd	0.78%
Triveni Turbine Ltd	0.26%
Multi Commodity Exchange Of India Ltd	1.29%
Indus Towers Ltd	0.66%
Cash/Net Current Assets	0.79%
Alkem Laboratories Ltd	1.93%
Varun Beverages Ltd	0.89%
Dr. Lal Pathlabs Ltd	1.21%
Tube Investments Of India Ltd	0.88%
Amber Enterprises India Ltd	2.04%
Bharti Hexacom Ltd	1.4%
Polycab India Ltd	1.03%
Affle 3I Ltd	1.12%
Max Healthcare Institute Ltd	1.08%
Kalyan Jewellers India Ltd	0.7%
Eternal Ltd	0.89%
Devyani International Ltd	0.7%
FSN E-Commerce Ventures Ltd	0.75%
Metro Brands Ltd	0.9%
Delhivery Ltd	0.7%
Mankind Pharma Ltd	1.33%
JSW Infrastructure Ltd	0.75%
Ola Electric Mobility Ltd	0.43%
Mahindra & Mahindra Financial Services Ltd Rights	0.04%

Sectors

Company	Allocation %
Others	3.68%
Automobile	4.93%
Construction	4.38%
Consumer Staples	5.63%
Materials	4.66%
Financial	25.43%
Capital Goods	5.95%
Consumer Discretionary	4.42%
Chemicals	1.29%
Services	9.08%
Energy	9.51%
Technology	6.09%
Metals & Mining	0.85%
Healthcare	9.51%
Communication	4.56%

Risk Associated

Very High

Investors be aware that principal under this fund will be at Very High risk.
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

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Sundaram Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.sundarammutual.com
Phone:

Funds Offered

47
AUM

₹ 67,047 Cr
Website

http://www.sundarammutual.com

About

Sundaram Mutual Fund is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited. Established in 1996, Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences. Their deep commitment to making mutual funds accessible to everyone is the impetus that drives their expansion. They have over 93 branches across India, with an office in Dubai and a wholly owned subsidiary in Singapore. Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences.

Fund Manager

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Ravi Gopalakrishnan

Funds Offered

9
AUM

₹ 28,385 Cr
Highest Return

26.08%

About

Ravi Gopalakrishnan Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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Frequently Asked Questions

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What is the current NAV of Sundaram Large and Mid Cap-G?

The current NAV of Sundaram Large and Mid Cap-G is ₹ 83.216

How much does Sundaram Large and Mid Cap-G charge as expense ratio?

The expense ratio of Sundaram Large and Mid Cap-G is 1.82%

How to Redeem Sundaram Large and Mid Cap-G Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in Sundaram Large and Mid Cap-G?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

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Can I invest in Sundaram Large and Mid Cap-G through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in Sundaram Large and Mid Cap-G based on your investment objective and risk profile.

What is the return of Sundaram Large and Mid Cap-G?

For Sundaram Large and Mid Cap-G, 3-year return is 20.17% per annum and 5-year return is 23.55% per annum. Check the return performance in detail on the page.