Sundaram Large And Mid Cap Fund - G

NAV ₹84.982 ↑ 0.92 (1.10 %) as on 28 Jan 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 11.9% 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 Jan 26	₹84.982 ↑ 0.92 (1.10 %)
Net Assets (AUM) as on 31 Dec 2025	₹6,987 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	-4.36
Expense Ratio	1.81 %
Sharpe Ratio	-0.068
Information Ratio	-0.78
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 Jan 26

Duration	Returns
1 Month	-4.3%
3 Month	-5%
6 Month	-0.5%
1 Year	8.7%
3 Year	16.3%
5 Year	16.2%
10 Year
15 Year
Since launch	11.9%

Historical Annual Returns

Historical performance (Yearly) on absolute basis

Year	Returns
2024	3.6%
2023	21.1%
2022	26.8%
2021	-1.3%
2020	42.1%
2019	7.6%
2018	10.3%
2017	0.4%
2016	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	₹84.982 ↑ 0.92	-0.54 %	8.69 %	16.3 %	16.17 %
Sundaram Large and Mid Cap Fund Normal Dividend, Reinvestment	₹28.6811 ↑ 0.31	-1.03 %	8.16 %	15.69 %	15.58 %
Sundaram Large and Mid Cap Fund Normal Dividend, Payout	₹28.6811 ↑ 0.31	-1.03 %	8.16 %	15.69 %	15.58 %
Data as on 28 Jan 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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