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Fund Overview

Fund Size

Fund Size

₹6,893 Cr

Expense Ratio

Expense Ratio

1.82%

ISIN

ISIN

INF903J01DT1

Minimum SIP

Minimum SIP

₹100

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

27 Feb 2007

About this fund

Sundaram large and Mid Cap Fund Regular Growth is a Large & Mid-Cap mutual fund schemes offered by Sundaram Mutual Fund. This fund has been in existence for 18 years, 4 months and 17 days, having been launched on 27-Feb-07.
As of 11-Jul-25, it has a Net Asset Value (NAV) of ₹84.93, Assets Under Management (AUM) of 6892.55 Crores, and an expense ratio of 1.82%.
  • Sundaram large and Mid Cap Fund Regular Growth has given a CAGR return of 12.35% since inception.
  • The fund's asset allocation comprises around 97.40% in equities, 0.00% in debts, and 2.60% in cash & cash equivalents.
  • You can start investing in Sundaram large and Mid Cap Fund Regular Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+1.11%

+2.85% (Cat Avg.)

3 Years

+19.07%

+22.29% (Cat Avg.)

5 Years

+22.16%

+24.67% (Cat Avg.)

10 Years

+13.91%

+14.66% (Cat Avg.)

Since Inception

+12.35%

(Cat Avg.)

Portfolio Summaryas of 30th June 2025

Equity6,713.37 Cr97.40%
Others179.18 Cr2.60%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
HDFC Bank LtdEquity388.29 Cr5.63%
Reliance Industries LtdEquity311.37 Cr4.52%
ICICI Bank LtdEquity274.7 Cr3.99%
State Bank of IndiaEquity194.83 Cr2.83%
Bharti Airtel LtdEquity180.86 Cr2.62%
Axis Bank LtdEquity167.89 Cr2.44%
Kotak Mahindra Bank LtdEquity151.45 Cr2.20%
Amber Enterprises India Ltd Ordinary SharesEquity142.16 Cr2.06%
UNO Minda LtdEquity131.63 Cr1.91%
Larsen & Toubro LtdEquity128.44 Cr1.86%
Infosys LtdEquity128.14 Cr1.86%
Marico LtdEquity122.8 Cr1.78%
Jubilant Foodworks LtdEquity120.36 Cr1.75%
Alkem Laboratories LtdEquity114.78 Cr1.67%
Multi Commodity Exchange of India LtdEquity113.59 Cr1.65%
UltraTech Cement LtdEquity108.84 Cr1.58%
JK Cement LtdEquity104.55 Cr1.52%
Prestige Estates Projects LtdEquity103.48 Cr1.50%
Fortis Healthcare LtdEquity103.29 Cr1.50%
Bajaj Finance LtdEquity103.02 Cr1.49%
Bank of BarodaEquity102 Cr1.48%
Hindustan Petroleum Corp LtdEquity100.85 Cr1.46%
Mahindra & Mahindra Financial Services LtdEquity100.22 Cr1.45%
Bharti Hexacom LtdEquity99.64 Cr1.45%
United Breweries LtdEquity97.56 Cr1.42%
Hindustan Aeronautics Ltd Ordinary SharesEquity97.4 Cr1.41%
The Federal Bank LtdEquity94.7 Cr1.37%
PI Industries LtdEquity92.36 Cr1.34%
Persistent Systems LtdEquity90.62 Cr1.31%
Dr. Lal PathLabs LtdEquity89.48 Cr1.30%
Lupin LtdEquity87.21 Cr1.27%
Mahindra & Mahindra LtdEquity85.95 Cr1.25%
Affle 3i LtdEquity85.93 Cr1.25%
Max Financial Services LtdEquity85.87 Cr1.25%
Mankind Pharma LtdEquity85.83 Cr1.25%
TrepsCash - Repurchase Agreement84.21 Cr1.22%
Grasim Industries LtdEquity82.49 Cr1.20%
Max Healthcare Institute Ltd Ordinary SharesEquity81.66 Cr1.18%
Info Edge (India) LtdEquity80.37 Cr1.17%
Jindal Steel & Power LtdEquity80.04 Cr1.16%
Indian Hotels Co LtdEquity76.03 Cr1.10%
Polycab India LtdEquity75.34 Cr1.09%
Cummins India LtdEquity73.26 Cr1.06%
Bharat Petroleum Corp LtdEquity73.03 Cr1.06%
Phoenix Mills LtdEquity70.28 Cr1.02%
Cholamandalam Investment and Finance Co LtdEquity69.19 Cr1.00%
Sun Pharmaceuticals Industries LtdEquity67.03 Cr0.97%
NTPC LtdEquity66.98 Cr0.97%
Schaeffler India LtdEquity66.78 Cr0.97%
FSN E-Commerce Ventures LtdEquity66.68 Cr0.97%
Eternal LtdEquity66.04 Cr0.96%
Tata Power Co LtdEquity64.87 Cr0.94%
ITC LtdEquity64.34 Cr0.93%
Apollo Tyres LtdEquity60.14 Cr0.87%
Sundaram Liquid Dir GrMutual Fund - Open End60.05 Cr0.87%
Torrent Power LtdEquity58.7 Cr0.85%
Metro Brands LtdEquity57.51 Cr0.83%
Varun Beverages LtdEquity57.19 Cr0.83%
Indus Towers Ltd Ordinary SharesEquity54.74 Cr0.79%
ABB India LtdEquity54.72 Cr0.79%
Titan Co LtdEquity54.06 Cr0.78%
JSW Infrastructure LtdEquity53.54 Cr0.78%
Delhivery LtdEquity49.76 Cr0.72%
Kirloskar Oil Engines LtdEquity48.85 Cr0.71%
ZF Commercial Vehicle Control Systems India LtdEquity47.79 Cr0.69%
Coforge LtdEquity47.34 Cr0.69%
Devyani International LtdEquity46.98 Cr0.68%
Kalyan Jewellers India LtdEquity46.11 Cr0.67%
ACC LtdEquity44.67 Cr0.65%
Cash And Other Net Current AssetsCash - Collateral34.93 Cr0.51%
Motilal Oswal Financial Services LtdEquity34.8 Cr0.50%
Emami LtdEquity30.05 Cr0.44%
SKF India LtdEquity27.47 Cr0.40%
Ola Electric Mobility LtdEquity24.44 Cr0.35%

Allocation By Market Cap (Equity)

Large Cap Stocks

49.72%

Mid Cap Stocks

36.91%

Small Cap Stocks

10.77%

Allocation By Credit Quality (Debt)

AAA

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services1,880.55 Cr27.28%
Consumer Cyclical1,092.66 Cr15.85%
Healthcare629.28 Cr9.13%
Industrials608.78 Cr8.83%
Basic Materials512.95 Cr7.44%
Communication Services501.54 Cr7.28%
Energy485.26 Cr7.04%
Consumer Defensive371.94 Cr5.40%
Technology266.11 Cr3.86%
Utilities190.56 Cr2.76%
Real Estate173.76 Cr2.52%

Risk & Performance Ratios

Standard Deviation

This fund

14.51%

Cat. avg.

14.43%

Lower the better

Sharpe Ratio

This fund

0.95

Cat. avg.

1.15

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

2.00

Higher the better

Fund Managers

SB

S. Bharath

Since July 2024

AA

Ashish Aggarwal

Since January 2022

Additional Scheme Detailsas of 30th June 2025

ISIN
INF903J01DT1
Expense Ratio
1.82%
Exit Load
1.00%
Fund Size
₹6,893 Cr
Age
18 years 4 months
Lumpsum Minimum
₹100
Fund Status
Open Ended Investment Company
Benchmark
Nifty LargeMidcap 250 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

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About the AMC

Sundaram Mutual Fund

Sundaram Mutual Fund

Total AUM

₹69,002 Cr

Address

Sundaram Towers, Chennai, 600 014

Other Funds by Sundaram Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Sundaram Multi Asset Allocation Fund Direct Growth

High Risk

0.4%1.0%₹2688.25 Cr10.6%
Sundaram Emerging Small Cap - Series VI Direct Growth

Low Risk

0.8%0.0%₹45.47 Cr7.8%
Sundaram Long Term Tax Advantage Fund Series I Direct Growth

High Risk

1.4%0.0%₹19.18 Cr8.1%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth

Very High Risk

1.2%0.0%₹31.75 Cr3.9%
Sundaram FTP IQ Direct Growth

Moderate Risk

-0.0%--
Sundaram Long Term Tax Advantage Fund Series II Direct Growth

Very High Risk

1.2%0.0%₹13.44 Cr4.0%
Sundaram Emerging Small Cap - Series VII Direct Growth

Low Risk

1.0%0.0%₹159.75 Cr11.3%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Direct Growth

Very High Risk

1.3%0.0%₹80.22 Cr2.5%
Sundaram Emerging Small Cap - Series V Direct Growth

Low Risk

0.8%0.0%₹83.88 Cr7.5%
Sundaram Long Term Tax Advantage Fund Series III Direct Growth

Very High Risk

1.2%-₹35.00 Cr3.3%
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.2%0.0%₹23.09 Cr4.0%
Sundaram Long Term Tax Advantage Fund - Series VI Direct Growth

Very High Risk

1.1%0.0%--
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.3%0.0%₹37.74 Cr3.0%
Sundaram Fixed Term Plan Series IM Direct Growth

Moderate Risk

-0.0%--
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth

Very High Risk

1.2%0.0%₹38.17 Cr4.1%
Sundaram Multi Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹2853.08 Cr3.7%
Sundaram Dividend Yield Fund Direct Growth

Very High Risk

1.1%1.0%₹914.79 Cr-1.8%
Sundaram Aggressive Hybrid Fund Direct Growth

High Risk

0.7%1.0%₹6428.51 Cr5.7%
Sundaram Liquid Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹5649.11 Cr7.3%
Sundaram Low Duration Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹367.63 Cr8.6%
Sundaram Equity Savings Fund Direct Growth

Moderate Risk

0.6%0.0%₹1091.91 Cr9.1%
Sundaram Focused Fund Direct Growth

Very High Risk

1.3%0.0%₹1112.64 Cr0.8%
Sundaram Nifty 100 Equal Weight Fund Direct Growth

Very High Risk

0.6%0.0%₹110.05 Cr-1.3%
Sundaram Short Duration Fund Direct Growth

Moderate Risk

0.3%0.0%₹217.05 Cr9.7%
Sundaram Ultra Short Duration Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹2367.80 Cr8.0%
Sundaram Tax Savings Fund Direct Growth

Very High Risk

1.7%0.0%₹1394.52 Cr4.5%
Sundaram Balanced Advantage Fund Direct Growth

High Risk

0.6%1.0%₹1596.76 Cr6.1%
Sundaram Large Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹3471.13 Cr2.1%
Sundaram Services Fund Direct Growth

Very High Risk

0.8%1.0%₹4428.77 Cr14.9%
Sundaram Flexi Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹2107.86 Cr7.4%
Sundaram Money Market Fund Direct Growth

Moderate Risk

0.2%0.0%₹1396.44 Cr8.2%
Sundaram Medium Term Bond Fund Direct Growth

Moderate Risk

1.4%1.0%₹43.26 Cr8.4%
Sundaram Infrastructure Advantage Fund Direct Growth

Very High Risk

1.9%0.0%₹981.80 Cr-2.1%
Sundaram Financial Services Opportunities Direct Growth

Very High Risk

0.8%0.0%₹1604.71 Cr7.7%
Sundaram Banking & PSU Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹468.41 Cr9.4%
Sundaram large and Mid Cap Fund Direct Growth

Very High Risk

0.8%1.0%₹6892.55 Cr2.2%
Sundaram Global Brand Fund Direct Growth

Very High Risk

1.5%1.0%₹122.90 Cr12.6%
Sundaram Corporate Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹771.56 Cr9.6%
Sundaram Debt Oriented Hybrid Fund Direct Growth

Moderately High risk

1.2%0.0%₹27.22 Cr6.6%
Sundaram Small Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹3438.89 Cr5.1%
Sundaram Diversified Equity Direct Growth

Very High Risk

1.7%0.0%₹1519.21 Cr4.0%
Sundaram Consumption Fund Direct Growth

Very High Risk

1.3%0.0%₹1595.84 Cr5.2%
Sundaram Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹12818.10 Cr5.9%
Sundaram Overnight Fund Direct Growth

Low Risk

0.1%0.0%₹661.60 Cr6.4%
Sundaram Arbitrage Fund Direct Growth

Low Risk

0.2%0.0%₹254.53 Cr7.5%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

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The NAV of Sundaram large and Mid Cap Fund Regular Growth, as of 11-Jul-2025, is ₹84.93.
The fund has generated 1.11% over the last 1 year and 19.07% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 97.40% in equities, 0.00% in bonds, and 2.60% in cash and cash equivalents.
The fund managers responsible for Sundaram large and Mid Cap Fund Regular Growth are:-
  1. S. Bharath
  2. Ashish Aggarwal

Fund Overview

Fund Size

Fund Size

₹6,893 Cr

Expense Ratio

Expense Ratio

1.82%

ISIN

ISIN

INF903J01DT1

Minimum SIP

Minimum SIP

₹100

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

27 Feb 2007

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

About this fund

Sundaram large and Mid Cap Fund Regular Growth is a Large & Mid-Cap mutual fund schemes offered by Sundaram Mutual Fund. This fund has been in existence for 18 years, 4 months and 17 days, having been launched on 27-Feb-07.
As of 11-Jul-25, it has a Net Asset Value (NAV) of ₹84.93, Assets Under Management (AUM) of 6892.55 Crores, and an expense ratio of 1.82%.
  • Sundaram large and Mid Cap Fund Regular Growth has given a CAGR return of 12.35% since inception.
  • The fund's asset allocation comprises around 97.40% in equities, 0.00% in debts, and 2.60% in cash & cash equivalents.
  • You can start investing in Sundaram large and Mid Cap Fund Regular Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+1.11%

+2.85% (Cat Avg.)

3 Years

+19.07%

+22.29% (Cat Avg.)

5 Years

+22.16%

+24.67% (Cat Avg.)

10 Years

+13.91%

+14.66% (Cat Avg.)

Since Inception

+12.35%

(Cat Avg.)

Portfolio Summaryas of 30th June 2025

Equity6,713.37 Cr97.40%
Others179.18 Cr2.60%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
HDFC Bank LtdEquity388.29 Cr5.63%
Reliance Industries LtdEquity311.37 Cr4.52%
ICICI Bank LtdEquity274.7 Cr3.99%
State Bank of IndiaEquity194.83 Cr2.83%
Bharti Airtel LtdEquity180.86 Cr2.62%
Axis Bank LtdEquity167.89 Cr2.44%
Kotak Mahindra Bank LtdEquity151.45 Cr2.20%
Amber Enterprises India Ltd Ordinary SharesEquity142.16 Cr2.06%
UNO Minda LtdEquity131.63 Cr1.91%
Larsen & Toubro LtdEquity128.44 Cr1.86%
Infosys LtdEquity128.14 Cr1.86%
Marico LtdEquity122.8 Cr1.78%
Jubilant Foodworks LtdEquity120.36 Cr1.75%
Alkem Laboratories LtdEquity114.78 Cr1.67%
Multi Commodity Exchange of India LtdEquity113.59 Cr1.65%
UltraTech Cement LtdEquity108.84 Cr1.58%
JK Cement LtdEquity104.55 Cr1.52%
Prestige Estates Projects LtdEquity103.48 Cr1.50%
Fortis Healthcare LtdEquity103.29 Cr1.50%
Bajaj Finance LtdEquity103.02 Cr1.49%
Bank of BarodaEquity102 Cr1.48%
Hindustan Petroleum Corp LtdEquity100.85 Cr1.46%
Mahindra & Mahindra Financial Services LtdEquity100.22 Cr1.45%
Bharti Hexacom LtdEquity99.64 Cr1.45%
United Breweries LtdEquity97.56 Cr1.42%
Hindustan Aeronautics Ltd Ordinary SharesEquity97.4 Cr1.41%
The Federal Bank LtdEquity94.7 Cr1.37%
PI Industries LtdEquity92.36 Cr1.34%
Persistent Systems LtdEquity90.62 Cr1.31%
Dr. Lal PathLabs LtdEquity89.48 Cr1.30%
Lupin LtdEquity87.21 Cr1.27%
Mahindra & Mahindra LtdEquity85.95 Cr1.25%
Affle 3i LtdEquity85.93 Cr1.25%
Max Financial Services LtdEquity85.87 Cr1.25%
Mankind Pharma LtdEquity85.83 Cr1.25%
TrepsCash - Repurchase Agreement84.21 Cr1.22%
Grasim Industries LtdEquity82.49 Cr1.20%
Max Healthcare Institute Ltd Ordinary SharesEquity81.66 Cr1.18%
Info Edge (India) LtdEquity80.37 Cr1.17%
Jindal Steel & Power LtdEquity80.04 Cr1.16%
Indian Hotels Co LtdEquity76.03 Cr1.10%
Polycab India LtdEquity75.34 Cr1.09%
Cummins India LtdEquity73.26 Cr1.06%
Bharat Petroleum Corp LtdEquity73.03 Cr1.06%
Phoenix Mills LtdEquity70.28 Cr1.02%
Cholamandalam Investment and Finance Co LtdEquity69.19 Cr1.00%
Sun Pharmaceuticals Industries LtdEquity67.03 Cr0.97%
NTPC LtdEquity66.98 Cr0.97%
Schaeffler India LtdEquity66.78 Cr0.97%
FSN E-Commerce Ventures LtdEquity66.68 Cr0.97%
Eternal LtdEquity66.04 Cr0.96%
Tata Power Co LtdEquity64.87 Cr0.94%
ITC LtdEquity64.34 Cr0.93%
Apollo Tyres LtdEquity60.14 Cr0.87%
Sundaram Liquid Dir GrMutual Fund - Open End60.05 Cr0.87%
Torrent Power LtdEquity58.7 Cr0.85%
Metro Brands LtdEquity57.51 Cr0.83%
Varun Beverages LtdEquity57.19 Cr0.83%
Indus Towers Ltd Ordinary SharesEquity54.74 Cr0.79%
ABB India LtdEquity54.72 Cr0.79%
Titan Co LtdEquity54.06 Cr0.78%
JSW Infrastructure LtdEquity53.54 Cr0.78%
Delhivery LtdEquity49.76 Cr0.72%
Kirloskar Oil Engines LtdEquity48.85 Cr0.71%
ZF Commercial Vehicle Control Systems India LtdEquity47.79 Cr0.69%
Coforge LtdEquity47.34 Cr0.69%
Devyani International LtdEquity46.98 Cr0.68%
Kalyan Jewellers India LtdEquity46.11 Cr0.67%
ACC LtdEquity44.67 Cr0.65%
Cash And Other Net Current AssetsCash - Collateral34.93 Cr0.51%
Motilal Oswal Financial Services LtdEquity34.8 Cr0.50%
Emami LtdEquity30.05 Cr0.44%
SKF India LtdEquity27.47 Cr0.40%
Ola Electric Mobility LtdEquity24.44 Cr0.35%

Allocation By Market Cap (Equity)

Large Cap Stocks

49.72%

Mid Cap Stocks

36.91%

Small Cap Stocks

10.77%

Allocation By Credit Quality (Debt)

AAA

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services1,880.55 Cr27.28%
Consumer Cyclical1,092.66 Cr15.85%
Healthcare629.28 Cr9.13%
Industrials608.78 Cr8.83%
Basic Materials512.95 Cr7.44%
Communication Services501.54 Cr7.28%
Energy485.26 Cr7.04%
Consumer Defensive371.94 Cr5.40%
Technology266.11 Cr3.86%
Utilities190.56 Cr2.76%
Real Estate173.76 Cr2.52%

Risk & Performance Ratios

Standard Deviation

This fund

14.51%

Cat. avg.

14.43%

Lower the better

Sharpe Ratio

This fund

0.95

Cat. avg.

1.15

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

2.00

Higher the better

Fund Managers

SB

S. Bharath

Since July 2024

AA

Ashish Aggarwal

Since January 2022

Additional Scheme Detailsas of 30th June 2025

ISIN
INF903J01DT1
Expense Ratio
1.82%
Exit Load
1.00%
Fund Size
₹6,893 Cr
Age
18 years 4 months
Lumpsum Minimum
₹100
Fund Status
Open Ended Investment Company
Benchmark
Nifty LargeMidcap 250 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

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About the AMC

Sundaram Mutual Fund

Sundaram Mutual Fund

Total AUM

₹69,002 Cr

Address

Sundaram Towers, Chennai, 600 014

Other Funds by Sundaram Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Sundaram Multi Asset Allocation Fund Direct Growth

High Risk

0.4%1.0%₹2688.25 Cr10.6%
Sundaram Emerging Small Cap - Series VI Direct Growth

Low Risk

0.8%0.0%₹45.47 Cr7.8%
Sundaram Long Term Tax Advantage Fund Series I Direct Growth

High Risk

1.4%0.0%₹19.18 Cr8.1%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth

Very High Risk

1.2%0.0%₹31.75 Cr3.9%
Sundaram FTP IQ Direct Growth

Moderate Risk

-0.0%--
Sundaram Long Term Tax Advantage Fund Series II Direct Growth

Very High Risk

1.2%0.0%₹13.44 Cr4.0%
Sundaram Emerging Small Cap - Series VII Direct Growth

Low Risk

1.0%0.0%₹159.75 Cr11.3%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Direct Growth

Very High Risk

1.3%0.0%₹80.22 Cr2.5%
Sundaram Emerging Small Cap - Series V Direct Growth

Low Risk

0.8%0.0%₹83.88 Cr7.5%
Sundaram Long Term Tax Advantage Fund Series III Direct Growth

Very High Risk

1.2%-₹35.00 Cr3.3%
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.2%0.0%₹23.09 Cr4.0%
Sundaram Long Term Tax Advantage Fund - Series VI Direct Growth

Very High Risk

1.1%0.0%--
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.3%0.0%₹37.74 Cr3.0%
Sundaram Fixed Term Plan Series IM Direct Growth

Moderate Risk

-0.0%--
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth

Very High Risk

1.2%0.0%₹38.17 Cr4.1%
Sundaram Multi Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹2853.08 Cr3.7%
Sundaram Dividend Yield Fund Direct Growth

Very High Risk

1.1%1.0%₹914.79 Cr-1.8%
Sundaram Aggressive Hybrid Fund Direct Growth

High Risk

0.7%1.0%₹6428.51 Cr5.7%
Sundaram Liquid Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹5649.11 Cr7.3%
Sundaram Low Duration Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹367.63 Cr8.6%
Sundaram Equity Savings Fund Direct Growth

Moderate Risk

0.6%0.0%₹1091.91 Cr9.1%
Sundaram Focused Fund Direct Growth

Very High Risk

1.3%0.0%₹1112.64 Cr0.8%
Sundaram Nifty 100 Equal Weight Fund Direct Growth

Very High Risk

0.6%0.0%₹110.05 Cr-1.3%
Sundaram Short Duration Fund Direct Growth

Moderate Risk

0.3%0.0%₹217.05 Cr9.7%
Sundaram Ultra Short Duration Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹2367.80 Cr8.0%
Sundaram Tax Savings Fund Direct Growth

Very High Risk

1.7%0.0%₹1394.52 Cr4.5%
Sundaram Balanced Advantage Fund Direct Growth

High Risk

0.6%1.0%₹1596.76 Cr6.1%
Sundaram Large Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹3471.13 Cr2.1%
Sundaram Services Fund Direct Growth

Very High Risk

0.8%1.0%₹4428.77 Cr14.9%
Sundaram Flexi Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹2107.86 Cr7.4%
Sundaram Money Market Fund Direct Growth

Moderate Risk

0.2%0.0%₹1396.44 Cr8.2%
Sundaram Medium Term Bond Fund Direct Growth

Moderate Risk

1.4%1.0%₹43.26 Cr8.4%
Sundaram Infrastructure Advantage Fund Direct Growth

Very High Risk

1.9%0.0%₹981.80 Cr-2.1%
Sundaram Financial Services Opportunities Direct Growth

Very High Risk

0.8%0.0%₹1604.71 Cr7.7%
Sundaram Banking & PSU Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹468.41 Cr9.4%
Sundaram large and Mid Cap Fund Direct Growth

Very High Risk

0.8%1.0%₹6892.55 Cr2.2%
Sundaram Global Brand Fund Direct Growth

Very High Risk

1.5%1.0%₹122.90 Cr12.6%
Sundaram Corporate Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹771.56 Cr9.6%
Sundaram Debt Oriented Hybrid Fund Direct Growth

Moderately High risk

1.2%0.0%₹27.22 Cr6.6%
Sundaram Small Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹3438.89 Cr5.1%
Sundaram Diversified Equity Direct Growth

Very High Risk

1.7%0.0%₹1519.21 Cr4.0%
Sundaram Consumption Fund Direct Growth

Very High Risk

1.3%0.0%₹1595.84 Cr5.2%
Sundaram Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹12818.10 Cr5.9%
Sundaram Overnight Fund Direct Growth

Low Risk

0.1%0.0%₹661.60 Cr6.4%
Sundaram Arbitrage Fund Direct Growth

Low Risk

0.2%0.0%₹254.53 Cr7.5%

Still got questions?
We're here to help.

The NAV of Sundaram large and Mid Cap Fund Regular Growth, as of 11-Jul-2025, is ₹84.93.
The fund has generated 1.11% over the last 1 year and 19.07% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 97.40% in equities, 0.00% in bonds, and 2.60% in cash and cash equivalents.
The fund managers responsible for Sundaram large and Mid Cap Fund Regular Growth are:-
  1. S. Bharath
  2. Ashish Aggarwal
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