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 |
|---|
| NAV | ₹88.02 (as of 2026-10-01) |
|---|
| AUM | ₹7,544 Cr |
|---|
| Expense ratio | 1.54% |
|---|
| Riskometer | Very High |
|---|
| Fund manager | Madanagopal Ramu |
|---|
| Exit load | For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days |
|---|
Performance & risk
| 5-year annualised return | 10.17% |
|---|
| Sharpe ratio | 0.64 |
|---|
| Standard deviation | 15.95% |
|---|
| Max drawdown | −64.58% |
|---|
| Alpha | 3.61 |
|---|
| Beta | 1.02 |
|---|
Over 5 years, captured 98.2% of NIFTY LargeMidcap 250's upside and 101.9% of its downside.
Market cap allocation
| Large cap | 37.8% |
|---|
| Mid cap | 37.7% |
|---|
| Small cap | 24.4% |
|---|
Concentration
| Top 5 holdings | 20.8% |
|---|
| Top 10 holdings | 37.0% |
|---|
| Total holdings | 38 |
|---|
| Index overlap | 19.9% |
|---|
| Active share | 80.1% |
|---|
Top holdings
- Radico Khaitan Ltd. — 5.0%
- Lenskart Solutions Limited — 4.3%
- Eternal Limited — 4.0%
- Shriram Finance Limited — 4.0%
- Oracle Financial Services Software Limited — 3.5%
- Kalyan Jewellers India Limited — 3.5%
- MTAR Technologies Limited — 3.3%
- Five-Star Business Finance Ltd. — 3.2%
- Cholamandalam Investment and Finance Company Ltd — 3.2%
- TD Power Systems Limited — 3.1%
Top sectors
- Retail — 14.8%
- Software & Services — 11.0%
- Banking & Financial — 10.4%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | −0.3% | Q1 (Top) | #8 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 |