Sundaram Large And Mid Cap Fund - G

NAV ₹85.0686 ↑ 0.83 (0.98 %) as on 28 Oct 26

(Erstwhile Sundaram Equity Multiplier Fund)

📑 Table of contents

Scheme Objective
NAV Price Chart
Returns
- Historical Returns
- Compounded Returns
Growth Of 10k Over Years
Holdings / Portfolio
All Plan & Options
Fund Manager Information
Custodians
Registrar & Transfer Agent (RTA)
Administrator Companies
Auditors

Scheme Objective

The objective of the scheme would be to seek capital appreciation by investing in equity & equity related instruments.

Sundaram Large and Mid Cap Fund is a Equity - Large & Mid Cap fund launched on 27 Feb 07. It is a fund with Moderately High risk and has given a CAGR return of 11.4% since its launch. Ranked 30 in Large & Mid Cap category. Return for 2025 was 3.6% , 2024 was 21.1% and 2023 was 26.8% .

Below is the key information for Sundaram Large and Mid Cap Fund

NAV as on 28 Oct 26	₹85.0686 ↑ 0.83 (0.98 %)
Net Assets (AUM) as on 30 Sep 2026	₹7,131 Cr.
Launch Date	27 Feb 2007
Category	Equity - Large & Mid Cap
Rating	☆☆☆
Type	Open Ended Fund
Risk	Moderately High
AMC	Sundaram Asset Management Company Ltd

Alpha Ratio	6.08
Expense Ratio	1.81 %
Sharpe Ratio	0.102
Information Ratio	0.32
Benchmark	Not Available
Min Investment	₹5,000
Min SIP Investment	₹100
Exit Load	0-12 Months (1%),12 Months and above(NIL)

NAV Price Chart

Returns

Annual Compounded Returns

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Oct 26

Duration	Returns
1 Month	-6.6%
3 Month	-6.6%
6 Month	-0.9%
1 Year	-4.8%
3 Year	11.4%
5 Year	8.5%
10 Year
15 Year
Since launch	11.4%

Historical Annual Returns

Historical performance (Yearly) on absolute basis

Year	Returns
2025	3.6%
2024	21.1%
2023	26.8%
2022	-1.3%
2021	42.1%
2020	7.6%
2019	10.3%
2018	0.4%
2017	36.1%

Growth of 10k Over Years

Date	Value

Asset Allocation

Asset Class	Value

Sector Allocation

Sector	Value

Top Securities Holdings / Portfolio

Holdings/Securities

Name	Global Industry	Holding	Value	Quantity

0 of 0

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All Plan & Options

Fund and Plan	NAV	6 Month	1 Year	3 Year	5 Year
Sundaram Large and Mid Cap Fund Growth	₹85.0686 ↑ 0.83	-0.91 %	-4.81 %	11.45 %	8.51 %
Sundaram Large and Mid Cap Fund Normal Dividend, Reinvestment	₹28.7103 ↑ 0.28	-0.91 %	-5.27 %	8.32 %	8.07 %
Sundaram Large and Mid Cap Fund Normal Dividend, Payout	₹28.7103 ↑ 0.28	-0.91 %	-5.27 %	8.32 %	8.07 %
Data as on 28 Oct 26

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data.

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