NAV Growth
Growth of each fund's NAV over the selected period, rebased to 0%
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-
-
1M
3M
6M
1Y
3Y
5Y
Fund Details
| Fund Details | Sundaram Large and Mid Cap Fund - Direct (G) |
|---|---|
| Fund Type | Equity |
| Risk | Very High |
| Min SIP Amount | ₹100 |
| Min Lumpsum | ₹100 |
| Expense Ratio | 1.42% |
| NAV | ₹102.68 (25 Sept 2026) |
| Fund Size | ₹7,543.73 Cr |
| Fund Started | 08 Jan 2013 |
| Lock-in Period | No lock-in |
| Exit Load | If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. |
Returns
| Returns | Sundaram Large and Mid Cap Fund - Direct (G) |
|---|---|
| 1M | -5.26% |
| 3M | 1.81% |
| 6M | 15.86% |
| 1Y | 6.06% |
| 3Y | 14.04% |
| 5Y | 11.41% |
| Since Inception | 14.85% |
Risk Ratios
Trailing risk-adjusted performance measures
| Risk Ratio | Sundaram Large and Mid Cap Fund - Direct (G) |
|---|---|
| Alpha | 2.64 |
| Beta | 0.97 |
| Sharpe | 0.73 |
| Standard Deviation | 4.61 |
Holding Analysis
| Holding Analysis | Sundaram Large and Mid Cap Fund - Direct (G) |
|---|---|
| Top 5 Holdings | 20.78% |
| Top 10 Holdings | 37.01% |
| Portfolio Turnover | 100.80 |
| Equity | 97.30% |
| Debt | 2.90% |
| Cash | — |
Top Holdings
Sundaram Large and Mid Cap Fund - Direct (G)
Fund Manager
| Fund Manager | Sundaram Large and Mid Cap Fund - Direct (G) |
|---|---|
| Name | , , |
About Fund
| About | Sundaram Large and Mid Cap Fund - Direct (G) |
|---|---|
| AMC | Sundaram Mutual Fund |
| Scheme Category | Large & Mid Cap Fund |
| Benchmark | Nifty LargeMidcap 250 TRI |
| Launch Date | 01 Jan 2013 |

