Sundaram Large and Midcap Fund

Large & Mid CapDirect and Regular plans, Growth and IDCW options

Data as on 30-10-2026

Sundaram Large and Midcap Fund is a Large & Mid Cap fund run by Sundaram Mutual Fund. On 30-09-2026, it managed ₹7,131 Cr of investors' money. In the 3 years to 30-10-2026, its Direct plan returned 12.9% a year and its Regular plan returned 11.7% a year. Its benchmark, NIFTY LargeMidcap 250 TRI, returned 11.5% a year over the same 3 years.

NAV (Direct plan): ₹96.86; ▼ 1.28%30-10-2026
NAV (Regular plan): ₹84.97; ▼ 1.28%30-10-2026
Expense ratio: 1.30%Direct2.31%Regular; 1.30%; A year
Riskometer: Very High; Set by the fund house
3 year return: 12.9%Direct11.7%Regular; 12.9%; A year

Sundaram Large and Midcap Fund NAV Today

NAV on 30-10-2026: Direct Plan Growth ₹96.86 (down 1.28% that day); Regular Plan Growth ₹84.97 (down 1.28% that day).

This fund (Direct plan)

₹96.8645

Sundaram Large and Midcap Fund Returns vs NIFTY LargeMidcap 250 TRI

Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.

Trailing returns
Period	1M	3M	6M	1Y	3Y	5Y	10Y
This fund (Direct)	−4.75%	−6.50%	+2.25%	−3.04%	+12.88%	+10.18%	+13.91%
This fund (Regular)	−4.83%	−6.73%	+1.72%	−4.06%	+11.69%	+8.97%	+12.67%
NIFTY LargeMidcap 250 TRI	−1.32%	−6.87%	−3.40%	−6.47%	+11.53%	+10.60%	--
Large & Mid Cap average	−1.78%	−5.20%	−0.43%	−3.99%	+13.28%	+11.36%	+13.62%
Best in Large & Mid Cap	+3.19%	+2.03%	+6.53%	+4.95%	+21.30%	+17.43%	+16.78%
Worst in Large & Mid Cap	−4.75%	−10.20%	−5.87%	−14.20%	+5.64%	+6.28%	+10.71%
Rank in Large & Mid Cap	36/36	24/35	6/33	12/33	14/26	19/26	9/19

Category rows compare the Direct plans of 36 Large & Mid Cap funds. Rank 1 is the highest return.

Sundaram Large and Midcap Fund Year-wise Returns

Return of each calendar year
Year	Direct	Regular	NIFTY LargeMidcap 250 TRI
2026to date	−2.87%	−3.72%	−7.09%
2025	+4.64%	+3.56%	+8.19%
2024	+22.39%	+21.07%	+18.68%
2023	+28.26%	+26.85%	+32.66%
2022	−0.17%	−1.33%	+4.48%
2021	+43.83%	+42.05%	+37.04%

Sundaram Large and Midcap Fund Rolling Returns

The return of every holding period in the fund's history, not only the one that ends today

Rolling returns

Each point is the yearly return of one 3-year holding period, plotted on the day it ended. There are 2,662 periods, one for each trading day from 08-01-2016 to 30-10-2026.

−10%0%10%20%30%40%

Nov 2013
to
Nov 2016Sept 2015
to
Sept 2018Jul 2017
to
Jul 2020May 2019
to
May 2022Mar 2021
to
Mar 2024Dec 2022
to
Dec 2025

Sundaram Large and Midcap Fund (Direct)NIFTY LargeMidcap 250 TRI

Every holding period at a glance

Period	Periods	Median	Lowest	Highest	With a loss	Benchmark median	Beat benchmark
1 year	3,150	13.8%	−29.5%	88.8%	14%	9.2%	45%
2 years	2,908	17.1%	−12.1%	52.7%	4%	18.8%	29%
3 years	2,662	16.6%	−3.7%	31.7%	1%	19.5%	12%
5 years	2,169	16.4%	1.7%	28.6%	0%	19.5%	13%
7 years	1,680	15.6%	9.7%	19.1%	0%	16.8%	5%
10 years	936	15.9%	13.1%	19.0%	0%	--	--

Every SIP holding period at a glance

Period	Periods	Median	Lowest	Highest	With a loss	Benchmark median	Beat benchmark
1 year	154	15.8%	−47.4%	75.6%	16%	10.4%	41%
2 years	142	14.9%	−25.7%	47.0%	6%	16.5%	24%
3 years	130	16.7%	−15.6%	32.8%	4%	21.2%	8%
5 years	106	16.3%	−3.5%	26.5%	2%	19.1%	9%
7 years	82	16.3%	3.4%	22.1%	0%	19.1%	9%
10 years	46	16.3%	13.4%	19.4%	0%	--	--

Lumpsum: the yearly rate (CAGR) from the NAV on a period's first day to the NAV on its last. SIP: the XIRR of the monthly instalments and their value on the last day. "With a loss" counts the periods that ended below the money put in. "Beat benchmark" counts the periods in which the fund did better than NIFTY LargeMidcap 250 TRI over the same days. Past returns do not promise future returns.

Sundaram Large and Midcap Fund Risk

How much it swings, and the falls an investor had to sit through

Risk and return

Measure	Sundaram Large and Midcap Fund (Direct)This fund	NIFTY LargeMidcap 250 TRI
Return (CAGR)	−3.04%	−6.47%
Standard deviation	16.87%	14.95%
Sharpe ratio	-0.49	-0.78
Sortino ratio	-0.67	-1.04
Maximum drawdown	−13.9% (31-03-2026)	−14.3% (30-03-2026)
Beta	1.07	1.00
Alpha	+4.27%	0.00%

From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.

Measure	Sundaram Large and Midcap Fund (Direct)This fund	NIFTY LargeMidcap 250 TRI
Return (CAGR)	+12.88%	+11.53%
Standard deviation	15.14%	14.90%
Sharpe ratio	0.45	0.37
Sortino ratio	0.61	0.50
Maximum drawdown	−18.9% (28-02-2025)	−18.8% (28-02-2025)
Beta	0.98	1.00
Alpha	+1.44%	0.00%

From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.

Measure	Sundaram Large and Midcap Fund (Direct)This fund	NIFTY LargeMidcap 250 TRI
Return (CAGR)	+10.18%	+10.60%
Standard deviation	14.86%	14.85%
Sharpe ratio	0.29	0.32
Sortino ratio	0.40	0.43
Maximum drawdown	−20.3% (20-06-2022)	−18.8% (28-02-2025)
Beta	0.97	1.00
Alpha	−0.30%	0.00%

From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.

Measure	Sundaram Large and Midcap Fund (Direct)This fund	NIFTY LargeMidcap 250 TRI
Return (CAGR)	+13.91%	--
Standard deviation	15.87%	--
Sharpe ratio	0.54	--
Sortino ratio	0.71	--
Maximum drawdown	−38.0% (23-03-2020)	--

From daily NAVs, 28-10-2016 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls.

Measure	Sundaram Large and Midcap Fund (Direct)This fund	NIFTY LargeMidcap 250 TRI
Return (CAGR)	+14.26%	+12.60%
Standard deviation	15.35%	16.66%
Sharpe ratio	0.54	0.44
Sortino ratio	0.72	0.58
Maximum drawdown	−38.0% (23-03-2020)	−37.8% (23-03-2020)

From daily NAVs, 08-01-2013 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls.

Drawdowns

How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.

−40%−30%−20%−10%0%

2014201620182020202220242026

Sundaram Large and Midcap Fund (Direct)NIFTY LargeMidcap 250 TRI

	Worst fall	High before it	Bottom	Back at the high	Time to climb back	Below its high today
Sundaram Large and Midcap Fund (Direct)	−38.0%	07-02-2020	23-03-2020	01-12-2020	8 months	−11.1%
NIFTY LargeMidcap 250 TRI	−37.8%	24-01-2020	23-03-2020	05-11-2020	7 months	−8.6%

From the Direct plan's daily NAV since 08-01-2013, adjusted for unit splits, and NIFTY LargeMidcap 250 TRI over the same days. "Time to climb back" runs from the bottom to the first day back at the old high.

Sundaram Large and Midcap Fund vs Other Large & Mid Cap Funds

The five Large & Mid Cap funds with the best three year return, and this fund. Direct plans.

Fund name	Rank	AUM (Cr)	Exp. ratio	1Y return	3Y return	3Y alpha	3Y beta	3Y Sharpe	3Y Sortino
Invesco India Large & Mid Cap Fund	1/26	12,178	0.79%	+1.30%	+21.30%	+9.50%	1.05	0.92	1.29	Compare
Motilal Oswal Large and Midcap Fund	2/26	19,832	0.90%	+0.26%	+20.59%	+8.24%	1.15	0.75	1.03	Compare
HSBC Large & Mid Cap Fund	3/26	5,784	1.35%	+3.59%	+17.14%	+5.04%	1.10	0.63	0.84	Compare
Bandhan Large & Mid Cap Fund	4/26	21,021	1.14%	−3.83%	+16.65%	+5.44%	0.94	0.74	1.00	Compare
Quant Large & Mid Cap Fund	5/26	3,384	1.22%	+4.95%	+14.95%	+3.37%	1.01	0.54	0.74	Compare
Sundaram Large and Midcap Fund	14/26	7,131	1.30%	−3.04%	+12.88%	+1.44%	0.98	0.45	0.61

AUM is each fund's size at the end of its last reported month, from its own portfolio file. We calculate the risk ratios from daily NAVs over the last three years. The risk-free return is what NSE's overnight rate index earned over the same years. Alpha and beta compare each fund with its own benchmark's TRI. "--" means we have no figure: for alpha and beta, no daily series for that benchmark.

Sundaram Large and Midcap Fund Expense Ratio and Costs

What each plan charges a year, in force from 23-10-2026

Plan	Base expense ratio	Brokerage	Transaction costs	Levies and GST	Total expense ratio	Large & Mid Cap median	Cost rank (1 = cheapest)
Direct	0.68%	0.16%	0.01%	0.45%	1.30%	1.08%	26/36
Regular	1.55%	0.16%	0.01%	0.59%	2.31%	2.30%	20/36

The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, the cost of executing trades, and statutory levies with GST. From AMFI's expense ratio file. Cost rank: where this plan comes when the Large & Mid Cap funds' plans of the same type are sorted from the lowest total expense ratio to the highest.

Direct vs Regular: what the gap cost

Both plans own the same portfolio, so the difference in what they earned is the Regular plan's extra cost, taken out of its NAV.

Over the last	Regular	Direct	Direct earned more by	₹1 lakh became (Regular)	₹1 lakh became (Direct)
1 year	−4.06%	−3.04%	1.02%	₹95,940	₹96,960
3 years	11.69%	12.88%	1.19% a year	₹1,39,329	₹1,43,831
5 years	8.97%	10.18%	1.21% a year	₹1,53,651	₹1,62,373
10 years	12.67%	13.91%	1.24% a year	₹3,29,673	₹3,67,806

Returns over more than 1 year are a rate a year (CAGR). ₹1 lakh invested once at the start of each period, valued on the last NAV.

Sundaram Large and Midcap Fund SIP Calculator

What a one-time or monthly investment in this fund would be worth today, from its own NAV history

Growth of an investment

Every month₹

Step up each year

PeriodFor

₹10,000 on the first trading day of every month, from 08-01-2013 to 30-10-2026: 166 instalments, ₹16,60,000 in all.

Investment	Invested	Value now	Gain	Return a year
Direct planSundaram Large and Midcap Fund (Direct)	₹16,60,000	₹48,88,057	₹32,28,057	14.5%
Regular planSundaram Large and Midcap Fund (Regular)	₹16,60,000	₹44,46,216	₹27,86,216	13.2%
Category averageCategory average, 36 Large & Mid Cap funds	₹16,60,000	₹51,42,271	₹34,82,271	15.1%

₹0₹20.0 L₹40.0 L₹60.0 L

2014201620182020202220242026

Direct planSundaram Large and Midcap Fund (Direct)Regular planSundaram Large and Midcap Fund (Regular)Category averageCategory average, 36 Large & Mid Cap fundsAmount invested

From each plan's published NAV (Growth option) and the category average, over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.

Sundaram Large and Midcap Fund Asset Allocation

Asset allocation as on 30-09-2026

What the fund holds

96.7%Equity

Asset	Fund	Category
Equity	96.7%	95.4%
Cash and others	3.3%	3.7%

Market cap of stocks

Market cap	Fund	Category
Large Cap	36.1%	42.7%
Mid Cap	35.0%	37.7%
Small Cap	21.1%	13.3%
Not on AMFI's list	4.5%	1.5%

Share of the whole fund. Category: the average of the Large & Mid Cap funds that hold stocks. Groups follow AMFI's latest list, as SEBI defines them: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.

Sundaram Large and Midcap Fund Sector Allocation

Sector allocation of the fund's stocks as on 30-09-2026

Largest sectors

Retailing11.7%
Banks10.1%
Finance9.9%
Electrical Equipment8.9%
It - Software7.4%
Industrial Products7.2%
Beverages5.2%
Transport Services4.9%
Automobiles4.9%
Financial Technology (Fintech)4.8%

The ten largest of 19 sectors. The other 9 add up to 21.8%.

Sector changes

Sector	July 2026	August 2026	September 2026	Change
Retailing	9.7%	11.2%	11.7%	+2.0%
Banks	9.5%	9.1%	10.1%	+0.6%
Finance	10.6%	10.3%	9.9%	−0.7%
Electrical Equipment	8.8%	8.3%	8.9%	+0.1%
It - Software	9.1%	8.5%	7.4%	−1.7%

Each sector's share of the fund at the end of each month. The five largest sectors of September 2026. Change: from July 2026 to September 2026, in % of the fund.

Sundaram Large and Midcap Fund Portfolio Holdings

As on 30-09-2026 · 37 holdings · from the fund house's monthly portfolio

Holdings	Sector	Weight%	1M change
Radico Khaitan Ltd	Beverages	5.19%	0.0%
Lenskart Solutions Limited	Retailing	4.67%	0.0%
Eternal Ltd (Previously Zomato Ltd)	Retailing	4.11%	0.0%
MTAR Technologies Ltd	Electrical Equipment	3.84%	−0.2%
One 97 Communications Ltd	Financial Technology (Fintech)	3.73%	+35.0%
Shriram Finance Ltd	Finance	3.73%	0.0%
Kalyan Jewellers India Ltd	Consumer Durables	3.41%	0.0%
Five-Star Business Finance Ltd	Finance	3.28%	0.0%
TD Power Systems Ltd	Electrical Equipment	3.27%	0.0%
Ujjivan Small Finance Bank Ltd	Banks	3.20%	+26.8%
Oracle Financial Services Software Ltd	It - Software	3.15%	0.0%
Cholamandalam Investment and Finance Company Ltd	Finance	2.92%	0.0%
Interglobe Aviation Ltd	Transport Services	2.91%	0.0%
FSN E–Commerce Ventures Ltd(NYKAA)	Retailing	2.90%	0.0%
Larsen & Toubro Ltd	Construction	2.89%	0.0%
Kirloskar Oil Engines Ltd	Industrial Products	2.84%	0.0%
TVS Motor Company Ltd	Automobiles	2.71%	0.0%
Affle (India) Ltd	It - Services	2.47%	0.0%
Cummins India Ltd	Industrial Products	2.47%	0.0%
ICICI Bank Ltd	Banks	2.41%	0.0%
IDFC First Bank Ltd	Banks	2.39%	+20.1%
Rate Gain Travel Technologies Ltd	It - Software	2.29%	0.0%
Bharti Airtel Ltd	Telecom - Services	2.22%	0.0%
Ultratech Cement Ltd	Cement & Cement Products	2.19%	0.0%
Mahindra & Mahindra Ltd	Automobiles	2.19%	0.0%
State Bank of India	Banks	2.07%	0.0%
Delhivery Ltd	Transport Services	1.98%	0.0%
Coforge Ltd	It - Software	1.95%	−20.5%
Polycab India Ltd	Industrial Products	1.90%	0.0%
Thermax Ltd	Electrical Equipment	1.83%	0.0%
Prestige Estates Projects Ltd	Realty	1.81%	0.0%
The Phoenix Mills Ltd	Realty	1.79%	0.0%
ICICI Prudential Asset Management Company Ltd	Capital Markets	1.37%	0.0%
Dhoot Transmission Ltd	Auto Components	1.26%	0.0%
Fortis Health Care Ltd	Healthcare Services	1.19%	0.0%
S.J.S. Enterprises Ltd	Auto Components	1.17%	0.0%
PB Fintech Ltd	Financial Technology (Fintech)	1.03%	+43.5%

Sundaram Large and Midcap Fund Stocks Bought and Sold

All changes are between August 2026 and September 2026

Stocks bought and sold in September 2026

MTAR Technologies Ltd	Reduced	−0.2%	3.84%
One 97 Communications Ltd	Added	+35.0%	3.73%
Ujjivan Small Finance Bank Ltd	Added	+26.8%	3.20%
Coforge Ltd	Reduced	−20.5%	1.95%
IDFC First Bank Ltd	Added	+20.1%	2.39%
National Aluminium Company Ltd	Sold out	−100%	was 2.02%
PB Fintech Ltd	Added	+43.5%	1.03%

A change is counted by the number of shares the fund holds, not by price. A stock can become a smaller part of the fund in a month when the fund bought more of it, if its price fell. Debt papers are left out.

What Sundaram Large and Midcap Fund bought and sold

Sundaram Large and Midcap Fund Portfolio Overlap

Funds with the most similar portfolios, across every fund house and category

Fund	Overlap	Holdings in common
Sundaram Business Cycle FundThematic · Sundaram	63.2%	25	Compare
Sundaram Multi Cap FundMulti Cap · Sundaram	37.8%	22	Compare
HSBC Large Cap FundLarge Cap · HSBC	30.8%	13	Compare
Sundaram Flexicap FundFlexi Cap · Sundaram	30.1%	16	Compare
Sundaram ELSS Tax Saver FundELSS · Sundaram	29.9%	16	Compare
Sundaram Services FundThematic · Sundaram	29.7%	15	Compare
Invesco India Multi cap FundMulti Cap · Invesco	29.7%	16	Compare
Helios Flexi Cap FundFlexi Cap · Helios	29.0%	16	Compare

Overlap: for each holding both funds own, the smaller of its two weights, added up. 40% means 40% of each fund's money sits in positions the other also holds. From each fund's latest monthly portfolio, matched by ISIN. Cash and hedged positions are left out. Funds that overlap under 10% are not listed. A high overlap does not make two funds the same: their costs, lock-in and category can differ.

Sundaram Large and Midcap Fund Overview

Fund facts from the scheme summary document, as on 16-10-2026

Expense ratio (Direct): 1.30%
Expense ratio (Regular): 2.31%
Category: Large & Mid Cap
Risk: Very High
Benchmark: Nifty LargeMidcap 250 TRI
Launch date: 01-02-2007
Minimum investment: ₹100
Minimum additional investment: ₹100
AUM: ₹7,131.29 Cr (30-09-2026)
Lock in: None
Scheme code (Direct): 119566
ISIN (Direct): INF903J01PR9
Scheme code (Regular): 105001
ISIN (Regular): INF903J01DT1
NAV history: From 08-01-2013, 13.8 years

Exit load: Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. Any redemptions or withdrawals by way of SWP in excess of the above mentioned limit would be subject to an exit load of 1 % of the applicable NAV will be charged, if the units are redeemed within 365 days from the date of allotment of units. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. Further, exit load will be waived on Intra-scheme and Inter scheme Switchouts/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis

Tax on Sundaram Large and Midcap Fund returns

Sundaram Large and Midcap Fund is taxed as an equity fund: 65% or more of it is in Indian stocks.
Units sold within 1 year: the gain is taxed at 20%.
Units held longer: gains above ₹1.25 lakh in a financial year, across all your equity funds and shares, are taxed at 12.5%.
IDCW (dividend) payouts are added to your income and taxed at your slab rate.
A stamp duty of 0.005% is deducted when you invest.

Rules in force from 23-07-2024 (Finance Act 2024). Tax depends on your own income; this is general information, not tax advice.

All plans and options

Plan	Option	NAV	As on
direct	Growth	₹96.8645	30-10-2026
direct	Income Distribution Cum Capital Withdrawal IDCW	₹33.4151	30-10-2026
regular	Growth	₹84.9667	30-10-2026
regular	Income Distribution Cum Capital Withdrawal IDCW	₹28.6759	30-10-2026

About Sundaram Large and Midcap Fund

Sundaram Large and Midcap Fund is a mutual fund from Sundaram Mutual Fund. Its category is Large & Mid Cap. It was launched on 01-02-2007. Its benchmark is Nifty LargeMidcap 250 TRI. At the end of September 2026 it held 37 securities.

Fund Manager

Madanagopal Ramu
Fund manager of Sundaram Large and Midcap Fund
Shalav Saket
Fund manager of Sundaram Large and Midcap Fund

See all funds of Sundaram Mutual Fund

AUM change

September 2026: ₹7,131.29 Cr; −5.47% from August 2026
August 2026: ₹7,543.73 Cr; +4.46% from July 2026
July 2026: ₹7,221.67 Cr; +3.30% from June 2026

AUM moves with money invested or taken out, and with the value of what the fund holds.

Compare Sundaram Large and Midcap Fund with Other Funds

Returns, risk, costs and the stocks they share, side by side

Sundaram Large and Midcap vs Invesco India Large & Mid CapLarge & Mid Cap
Sundaram Large and Midcap vs Motilal Oswal Large and MidcapLarge & Mid Cap
Sundaram Large and Midcap vs HSBC Large & Mid CapLarge & Mid Cap
Sundaram Large and Midcap vs Bandhan Large & Mid CapLarge & Mid Cap
Sundaram Large and Midcap vs Quant Large & Mid CapLarge & Mid Cap
Sundaram Large and Midcap vs Sundaram Business Cycle63.2% overlap
Sundaram Large and Midcap vs Sundaram Multi Cap37.8% overlap
Sundaram Large and Midcap vs HSBC Large Cap30.8% overlap

Compare with any other fund

Frequently Asked Questions for Sundaram Large and Midcap Fund

What is the current NAV of Sundaram Large and Midcap Fund?

The Direct plan NAV is ₹96.8645. The Regular plan NAV is ₹84.9667, as on 30-10-2026.

What are the returns of Sundaram Large and Midcap Fund?

The Direct plan returned −3.04% in 1 year, +12.88% a year over 3 years, +10.18% a year over 5 years. The Regular plan returned −4.06% in 1 year, +11.69% a year over 3 years, +8.97% a year over 5 years. These figures are as on 30-10-2026.

What is the expense ratio of Sundaram Large and Midcap Fund?

The Direct plan charges 1.30% a year. The Regular plan charges 2.31% a year. This is the figure the fund house reported to AMFI, in force from 23-10-2026.

What is the AUM of Sundaram Large and Midcap Fund?

Sundaram Large and Midcap Fund managed ₹7,131.29 Cr on 30-09-2026, as its fund house reported in its monthly portfolio.

What are the top holdings of Sundaram Large and Midcap Fund?

At the end of September 2026 the largest holdings were RADICO (5.19%), LENSKART (4.67%), ETERNAL (4.11%), MTARTECH (3.84%), PAYTM (3.73%). The fund held 37 securities in all.

What did Sundaram Large and Midcap Fund buy and sell in September 2026?

It sold out of 1: National Aluminium Company Ltd. It added shares in 4. It reduced 2.

How do I invest in Sundaram Large and Midcap Fund?

Through Sundaram Mutual Fund's website or app, a mutual fund distributor, or an investment platform. Choose the Direct plan to pay no distributor commission, or the Regular plan to invest through a distributor. The first investment is at least ₹100. You can invest once or through a monthly SIP.

Who is the fund manager of Sundaram Large and Midcap Fund?

Madanagopal Ramu, Shalav Saket.

Sources: NAV and expense ratio from AMFI. Holdings from the fund house's monthly portfolio statement. Fund facts from its scheme summary document, as on 16-10-2026.

This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.