NAV Growth

Growth of each fund's NAV over the selected period, rebased to 0%

Growth of each fund's NAV over the selected period, rebased to 0%

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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	1.29%
NAV	₹103.33 (11 Nov 2026)
Fund Size	₹6,813.56 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Exit Load	If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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	Sundaram Large and Mid Cap Fund - Direct (G)
1M	1.80%
3M	-4.84%
6M	4.68%
1Y	3.86%
3Y	13.67%
5Y	10.59%
Since Inception	14.66%

Trailing risk-adjusted performance measures

Risk Ratio	Sundaram Large and Mid Cap Fund - Direct (G)
Alpha	1.48
Beta	0.98
Sharpe	0.46
Standard Deviation	4.83

Holding Analysis	Sundaram Large and Mid Cap Fund - Direct (G)
Top 5 Holdings	22.54%
Top 10 Holdings	38.72%
Portfolio Turnover	121.00
Equity	98.31%
Debt	0.65%
Cash	—

Name	Assets
Radico Khaitan LtdEquity	5.08%
Lenskart Solutions LtdEquity	4.84%
Eternal LtdEquity	4.62%
One 97 Communicatio...Equity	4.48%
MTAR Technologies LtdEquity	3.53%
FSN E-Commerce Vent...Equity	3.31%
Shriram Finance LtdEquity	3.27%
Cholamandalam Inves...Equity	3.26%
Kalyan Jewellers In...Equity	3.22%
Larsen & Toubro LtdEquity	3.12%

Fund Manager	Sundaram Large and Mid Cap Fund - Direct (G)
Name	, ,

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