Sundaram Large and Mid Cap Fund
The scheme seeks capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
Growthvine rating: 3/5 — ranked #18 of 41 in category.
Fund basics
| Category | Equity: Large & Mid Cap |
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| NAV | ₹82.68 (as of 2026-10-23) |
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| AUM | ₹7,544 Cr |
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| Expense ratio | 1.54% |
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| Riskometer | Very High |
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| Fund manager | Madanagopal Ramu |
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| Exit load | For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days |
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Performance & risk
| 5-year annualised return | 10.17% |
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| Sharpe ratio | 0.44 |
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| Standard deviation | 16.56% |
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| Max drawdown | −64.58% |
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| Alpha | 3.61 |
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| Beta | 1.03 |
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Over 5 years, captured 98.2% of NIFTY LargeMidcap 250's upside and 101.9% of its downside.
Market cap allocation
| Large cap | 37.3% |
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| Mid cap | 36.2% |
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| Small cap | 26.5% |
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Concentration
| Top 5 holdings | 21.5% |
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| Top 10 holdings | 38.4% |
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| Total holdings | 37 |
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| Index overlap | 18.7% |
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| Active share | 81.3% |
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Top holdings
- Radico Khaitan Ltd. — 5.2%
- Lenskart Solutions Limited — 4.7%
- Eternal Limited — 4.1%
- MTAR Technologies Limited — 3.8%
- One 97 Communications Limited — 3.7%
- Shriram Finance Limited — 3.7%
- Kalyan Jewellers India Limited — 3.4%
- Five-Star Business Finance Ltd. — 3.3%
- TD Power Systems Limited — 3.3%
- Ujjivan Small Finance Bank Limited — 3.2%
Top sectors
- Retail — 15.3%
- Banking & Financial — 11.4%
- Finance & Investments — 9.9%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | −6.3% | Q2 | #16 of 38 |
| 2025 | 3.6% | Q3 | #22 of 34 |
| 2024 | 21.1% | Q2 | #15 of 29 |
| 2023 | 26.8% | Q3 | #21 of 28 |
| 2022 | −1.3% | Q3 | #19 of 28 |