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( 10 Jul 2025)

₹ 85.64
1.04%

Sundaram Large and Mid Cap-G

Invest now

Performance

19.48%3y Returns

-0.36% 1D Returns

Investment details

  • Min SIP amount

    ₹ 100
  • Min Lumpsum

    ₹ 100
  • Lock In

    0
  • Expense ratio

    1.8%
  • 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

    ₹ 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

Contact Information

Address:

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.

  • Funds Offered

    9
  • AUM

    ₹ 28,385 Cr
  • Highest Return

    25.49%
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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