Sundaram Large and Midcap Fund Regular Plan - Growth
NAV as on 2026-07-17 · Equity · Large & Mid Cap
AUM
₹6,991 Cr
1Y Return
+5.6%
3Y CAGR
+14.1%
5Y CAGR
+12.9%
Expense
1.81%
Risk
Very High
1Y Return
+5.6%
3Y CAGR
+14.1%
5Y CAGR
+12.9%
Since Inception
+12.2%
AI Fund Analysis
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NAV History
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52-Week NAV Range
94% from 52W low
Fund Information
Fund House
Sundaram Mutual Fund
Category
Equity - Large & Mid Cap
Min SIP
₹500
Min Lumpsum
₹5,000
Portfolio Composition
Asset Allocation
Market Cap Split
Top Holdings
Shriram Finance Ltd
Financial Services
State Bank of India
Financial Services
Oracle Financial Services Software Ltd
Technology
National Aluminium Co Ltd
Basic Materials
Radico Khaitan Ltd
Consumer Defensive
Larsen & Toubro Ltd
Industrials
Eternal Ltd
Consumer Cyclical
InterGlobe Aviation Ltd
Industrials
Margin Money For Derivatives
FSN E-Commerce Ventures Ltd
Consumer Cyclical
Sector Allocation
Fundamentals
P/E Ratio
27.19
Cat avg: 28.37
P/B Ratio
4.60
Cat avg: 4.07
Dividend Yield
1.03%
Cat avg: 0.94%
Price/Sale
2.93
Price/Cash Flow
19.96
Risk Metrics (3Y)
Sharpe Ratio
0.53
Cat avg: 0.59
Sortino Ratio
0.75
Cat avg: 0.89
Beta
0.97
Cat avg: 0.97
Std Deviation
15.94%
Cat avg: 16.24%
Peer Comparison
| Fund | AUM (Cr) | Exp % | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Sundaram large and Mid Cap Gr | 6,991 | 1.81 | +5.6% | +14.1% | +12.9% |
| The Wealth Company Lrg & MdCp Reg Gr | - | 2.10 | - | - | - |
| Mirae Asset Large & Midcap Gr | 44,048 | 1.27 | +3.5% | +13.7% | +11.8% |
| SBI Large & Midcap Reg Gr | 40,850 | 1.52 | +3.7% | +14.3% | +13.8% |
| Kotak Large & Midcap Reg Gr | 31,263 | 1.59 | +3.5% | +15.0% | +14.3% |
| ICICI Pru Large & Mid Cap Gr | 30,971 | 1.34 | +2.6% | +16.8% | +17.1% |
| HDFC Large and Mid Cap Gr | 29,285 | 1.60 | +0.5% | +14.9% | +15.5% |
| Canara Robeco Large & Mid Cap Reg Gr | 25,251 | 1.38 | -2.0% | +12.7% | +11.3% |
| Bandhan Large & Mid Cap Gr | 18,783 | 1.42 | +4.0% | +19.1% | +16.6% |
| Motilal Oswal Large & Midcap Reg Gr | 18,413 | 1.88 | +5.1% | +21.8% | +18.6% |
What If I Had Invested?
NAV history not available for this range
Key Metrics
Risk-o-Meter
Low
Moderate
High
Very High
Rated as Very High risk
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.