SU
Sundaram Large and Mid Cap Fund Direct Growth
Latest NAV
+4.60% 1Y
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Benchmark: Nifty LargeMidcap 250 TRI
Expense ratio
1.42%
AUM
₹7,544 Cr
Min SIP
₹100
Min lump sum
₹100
1Y
+4.60%
3Y (ann.)
+12.94%
5Y (ann.)
+11.39%
Launched
Jan 2013
Where the NAV sits & how risky it is
₹101.56
52-week range
at 67%
₹101.56
Low 31 Mar 2026₹86.69
High 21 Aug 2026₹108.99
Risk level
Very High
Low
Very high
NAV history
09 Jan 2013
Since inception
06 Oct 2026
Returns by period
1W
-2.40%
1M
-6.20%
3M
-1.43%
6M
+13.66%
1Y
+4.60%
3Y
+12.94%
5Y
+11.39%
3Y and 5Y returns are annualised.
Return calculator
You invest
—
Est. gain
—
Est. value
—
Invested Gain
Invested
Projected value
min SIP ₹100
Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. Actual returns vary and are not guaranteed.
Where your money goes
AS OF 31 MAY 2026
Equity 97.21%
Cash & other 2.79%
Sector split
Country split
Top 5 hold 18.6%
Top 10 hold 33.0%
52 equity holdings
Equity holdings
(top 30)
| # | Holding | Sector | Country | Weight | YTD |
|---|---|---|---|---|---|
| 1 | Radico Khaitan
INE944F01028 |
Consumer Defensive Beverages - Wineries & Distilleries |
India |
4.46%
|
+5.42% |
| 2 | NALCO
INE139A01034 |
Basic Materials Aluminum |
India |
3.94%
|
+21.75% |
| 3 | Shriram Finance
INE721A01047 |
Financial Services Credit Services |
India |
3.83%
|
-9.92% |
| 4 | Oracle Financial Services Software
INE881D01027 |
Technology Software - Infrastructure |
India |
3.35%
|
+26.71% |
| 5 | Five Star Business Finance
INE128S01021 |
Financial Services Credit Services |
India |
3.01%
|
-21.12% |
| 6 | Larsen & Toubro
INE018A01030 |
Industrials Engineering & Construction |
India |
2.99%
|
-3.13% |
| 7 | Eternal
INE758T01015 |
Consumer Cyclical Internet Retail |
India |
2.98%
|
-13.76% |
| 8 | Cholamandalam Investment
INE121A01024 |
Financial Services Credit Services |
India |
2.95%
|
-13.41% |
| 9 | Coforge
INE591G01025 |
Technology Information Technology Services |
India |
2.76%
|
-15.41% |
| 10 | Interglobe Aviation
INE646L01027 |
Industrials Airlines |
India |
2.75%
|
-10.57% |
About this scheme
To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
Fund manager(s): Madanagopal Ramu, Ashish Aggarwal, Shalav Saket
Exit load: For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Scheme snapshot
VR Rating
MS Rating
Plan
Growth
Type
DIRECT
Inception
01 Jan 2013
Lump-sum min
₹100
SIP
Purchase
Switch
STP
SWP
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