Sundaram Large and Mid Cap-G

Fund Category: Large & MidCap

Fund Category Large & MidCap

Very High Equity G

2 Morning Star

2 Value Research

NAV( 13 Mar 2025)

₹ 73.95

-3.54%

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Sundaram Large and Mid Cap-G

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Performance

12.37%3y Returns

-0.26% 1D Returns

Investment details

Min SIP amount

₹ 100
Min Lumpsum

₹ 100
Lock In

0
Expense ratio

1.86%
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

View Fund Documents

Fund size

₹ 5,861 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 %
Oberoi Realty Ltd	1.01%
Prestige Estates Projects Ltd	0.75%
Kirloskar Oil Engines Ltd	0.6%
Triveni Turbine Ltd	0.69%
Multi Commodity Exchange Of India Ltd	1.02%
Cash/Net Current Assets	1.69%
Alkem Laboratories Ltd	1.94%
Varun Beverages Ltd	0.97%
Dr. Lal Pathlabs Ltd	0.97%
ICICI Prudential Life Insurance Company Ltd	0.52%
Tube Investments Of India Ltd	0.92%
Amber Enterprises India Ltd	1.66%
Bharti Hexacom Ltd	1.11%
Polycab India Ltd	0.97%
Affle (India) Ltd	0.98%
Max Healthcare Institute Ltd	1.07%
Kalyan Jewellers India Ltd	0.65%
Zomato Ltd	1.89%
Metro Brands Ltd	1.0%
Delhivery Ltd	0.57%
Mankind Pharma Ltd	0.67%
JSW Infrastructure Ltd	0.8%
Ola Electric Mobility Ltd	0.55%
ABB India Ltd	0.83%
ACC Ltd	0.65%
Apollo Tyres Ltd	0.79%
GE Vernova T&D India Ltd	0.8%
Axis Bank Ltd	1.91%
Bajaj Finance Ltd	1.4%
Bank Of Baroda	1.38%
Bharat Forge Ltd	0.78%
Bharat Heavy Electricals Ltd	0.58%
Bharat Petroleum Corporation Ltd	0.85%
Bharti Airtel Ltd	2.41%
Cholamandalam Investment & Finance Company Ltd	1.02%
Coal India Ltd	0.52%
Cummins India Ltd	0.9%
Dr. Reddy's Laboratories Ltd	0.9%
Emami Ltd	0.25%
Schaeffler India Ltd	0.94%
The Federal Bank Ltd	1.09%
Fortis Healthcare Ltd	1.28%
Grasim Industries Ltd	0.79%
HDFC Bank Ltd	5.73%
Hindustan Aeronautics Ltd	0.74%
Hindustan Petroleum Corporation Ltd	1.13%
ICICI Bank Ltd	4.57%
The Indian Hotels Company Ltd	1.37%
Info Edge (India) Ltd	1.43%
Infosys Ltd	2.88%
ITC Ltd	1.04%
JK Cement Ltd	1.05%
Kotak Mahindra Bank Ltd	2.21%
Larsen & Toubro Ltd	2.24%
Lupin Ltd	1.67%
Mahindra & Mahindra Financial Services Ltd	1.08%
Marico Ltd	1.55%
Max Financial Services Ltd	0.85%
UNO Minda Ltd	1.72%
Mphasis Ltd	1.34%
NTPC Ltd	1.06%
PI Industries Ltd	0.95%
The Phoenix Mills Ltd	0.62%
Reliance Industries Ltd	4.18%
REC Ltd	0.68%
State Bank of India	2.7%
Sun Pharmaceutical Industries Ltd	1.63%
Tata Consultancy Services Ltd	1.57%
Tata Motors Ltd	0.85%
Tata Power Company Ltd	0.47%
Titan Company Ltd	0.77%
Torrent Power Ltd	0.52%
Ultratech Cement Ltd	1.56%
United Breweries Ltd	1.63%
Jubilant FoodWorks Ltd	1.81%
Persistent Systems Ltd	1.36%
Repo	0.69%
Sundaram Money Market Direct-G	1.28%

Sectors

Company	Allocation %
Others	2.38%
Construction	5.31%
Automobile	5.61%
Consumer Staples	5.44%
Materials	4.57%
Financial	24.62%
Capital Goods	6.36%
Consumer Discretionary	4.08%
Chemicals	0.95%
Services	8.89%
Energy	8.21%
Technology	8.13%
Unclassified	1.28%
Insurance	0.52%
Healthcare	10.13%
Communication	3.52%

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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Contact Information

Address:

Email:
Website

http://www.sundarammutual.com
Phone:

Funds Offered

47
AUM

₹ 62,225 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

₹ 24,816 Cr
Highest Return

14.92%

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