What is the NAV of Sundaram Large and Mid Cap Fund?
The Current NAV of Sundaram Large and Mid Cap Fund is ₹93.50, as of 13th June 2025What are the returns of Sundaram Large and Mid Cap Fund?
The Sundaram Large and Mid Cap Fund has been there since 8th January 2013- 1 Year Returns: 3.94
- 3 Year Returns: 21.51
- 5 Year Returns: 24.64
What are the top 5 sectors holdings of Sundaram Large and Mid Cap Fund?
The top sectors Sundaram Large and Mid Cap Fund has invested in are as for 8th 01 2013 are as follows -- Private Banks | 15.98%
- IT Services & Consulting | 7.26%
- Oil & Gas - Refining & Marketing | 6.91%
- Pharmaceuticals | 5.84%
- Construction & Engineering | 5.51%
What are the top 5 holdings Sundaram Large and Mid Cap Fund?
The top 5 holdings for Sundaram Large and Mid Cap Fund are- HDFC Bank Ltd | 5.66%
- ICICI Bank Ltd | 4.55%
- Reliance Industries Ltd | 4.42%
- State Bank of India | 2.89%
- TREPS | 2.89%
What is the asset allocation of Sundaram Large and Mid Cap Fund?
The Sundaram Large and Mid Cap Fund is a plan that invests- Equity | 96.28%
- Cash & Equivalents | 3.68%
- Rights | 0.04%
How to invest in Sundaram Large and Mid Cap Fund?
If you wish to invest in Sundaram Large and Mid Cap Fund Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the Sundaram Large and Mid Cap Fund
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in Sundaram Large and Mid Cap Fund is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of Sundaram Large and Mid Cap Fund?
The AUM of Sundaram Large and Mid Cap Fund is 6671.01 Cr as of 13th June 2025What is the expense ratio of Sundaram Large and Mid Cap Fund Plan?
The expense ratio of Sundaram Large and Mid Cap Fund Plan is 0.78How to exit Sundaram Large and Mid Cap Fund?
If you have invested in Sundaram Large and Mid Cap Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.What is the alpha of Sundaram Large and Mid Cap Fund?
The alpha ratio for the Sundaram Large and Mid Cap Fund is 2.92
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of Sundaram Large and Mid Cap Fund?
The volatility or standard deviation for the Sundaram Large and Mid Cap Fund is 14.84
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Sundaram Large and Mid Cap Fund?
The sharpe ratio for the Sundaram Large and Mid Cap Fund is 0.10
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Sundaram Large and Mid Cap Fund?
The Sortino ratio for the Sundaram Large and Mid Cap Fund is 0.01
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of Sundaram Large and Mid Cap Fund?
The PE ratio (price-to-earnings) of the Sundaram Large and Mid Cap Fund is 46.29 while category PE ratio is 48.771. Test MF FAQ for Mutual Fund Sundaram Large and Mid Cap Fund Shares?
The Current NAV of Sundaram Large and Mid Cap Fund is ₹93.50, as of 13th June 20255. Test MF FAQ Is there any lock-in period for Sundaram Large and Mid Cap Fund Plan?
There is a lock in period of N/A for Sundaram Large and Mid Cap Fund
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Sundaram Large and Mid Cap Fund Direct Growth
Growth
93.500.50% (-0.47)
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Returns
0.00%
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5Y
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SIP
1M
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Sundaram Large and Mid Cap Fund Performance & Key Metrics
Sundaram Large and Mid Cap Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.78 | 46.29 | 0.10 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.89 | 48.77 | 2.14 |
Sundaram Large and Mid Cap Fund Scheme InfoSundaram Large and Mid Cap Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| NIFTY LargeMidcap 250 - TRI |
About Flexi Cap Fund
About Flexi Cap Fund
Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.
Sundaram Large and Mid Cap Fund Peers
What are peers and why compare against them?
What are peers and why compare against them?
A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.
Sundaram Large and Mid Cap Fund Peers & Comparison
Comparing 3 mutual funds from
EquityFlexi Cap Fund
EquityFlexi Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Sundaram Large and Mid Cap Fund | 3.94% | 21.51% | 15.63% |
| Parag Parikh Flexi Cap Fund | 12.52% | 24.47% | 20.07% |
| HDFC Mid-Cap Opportunities Fund | 7.98% | 32.71% | 21.41% |
| Nippon India Small Cap Fund | 1.58% | 30.79% | 25.60% |
Sundaram Large and Mid Cap Fund Returns Comparison
Compare Sundaram Large and Mid Cap Fund with any MF, ETF, stock or indexCompare Sundaram Large and Mid Cap Fund with any MF, ETF, stock or index
Sundaram Large and Mid Cap Fund
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What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
Sundaram Large and Mid Cap Fund Asset Allocation
Sundaram Large and Mid Cap Fund Asset Allocation
Actual
Target
Sep 2024
Nov 2024
Mar 2025
May 2025
Sep 2024
Nov 2024
Mar 2025
May 2025
Sundaram Large and Mid Cap Fund Sector Distribution
Sundaram Large and Mid Cap Fund Sector Distribution
Sep 2024
Nov 2024
Mar 2025
May 2025
Sundaram Large and Mid Cap Fund Sector Weightage
Sundaram Large and Mid Cap Fund Sector Weightage
Private Banks
Private Banks as a % of total holdings for last six quarters
Sundaram Large and Mid Cap Fund Current Holdings
Sundaram Large and Mid Cap Fund Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
Holdings
5.66 %
-0.08 %Holdings
4.55 %
-0.02 %Holdings
4.42 %
0.24 %
AMC Profile of Sundaram Large and Mid Cap Fund
AMC Profile of Sundaram Large and Mid Cap Fund
Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).
Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).
No.of Schemes
39
Total AUM
₹ 68,696.37 Cr.
Sundaram Large and Mid Cap Fund Manager Details
Sundaram Large and Mid Cap Fund Manager Details
Sundaram Large and Mid Cap Fund Manager Profile
Sundaram Large and Mid Cap Fund Manager Profile
Ravi Gopalakrishnan
AUM: ₹9,981.66 Cr.
|
Exp: 20yrs
Ashish Agarwal
AUM: ₹9,574.44 Cr.
|
Exp: 12yrs
Sundaram Large and Mid Cap Fund Manager Performance (0)
Sundaram Large and Mid Cap Fund Manager Performance (0)
Equity: Flexi Cap Fund
Sundaram Large and Mid Cap Fund Tax Implications
Sundaram Large and Mid Cap Fund Tax Implications
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Investment frequency
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One Time
Monthly Investment Amt. (₹)
Investment period (years)
CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Historical
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You make
Sundaram Large and Mid Cap Fund Review & Opinions
Sundaram Large and Mid Cap Fund Review & Opinions
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Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%