Sundaram Large And Mid Cap Fund - G

NAV ₹85.1127 ↑ 0.79 (0.94 %) as on 17 Apr 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 11.8% 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 17 Apr 26	₹85.1127 ↑ 0.79 (0.94 %)
Net Assets (AUM) as on 28 Feb 2026	₹6,868 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	1.18
Expense Ratio	1.81 %
Sharpe Ratio	1.235
Information Ratio	-0.75
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

Sundaram Large And Mid Cap Fund NAV 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 17 Apr 26

Duration	Returns
1 Month	6%
3 Month	-1.9%
6 Month	-2.8%
1 Year	6.8%
3 Year	16.6%
5 Year	14.5%
10 Year
15 Year
Since launch	11.8%

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
31 Mar 21	₹10,000
31 Mar 22	₹12,428
31 Mar 23	₹12,001
31 Mar 24	₹16,633
31 Mar 25	₹17,952
31 Mar 26	₹17,458

Sundaram Large And Mid Cap Fund Growth 10k Chart

Asset Allocation

Asset Class	Value
Cash	4.08%
Equity	95.92%
Other	0%

Sector Allocation

Sector	Value
Financial Services	24.06%
Consumer Cyclical	19.45%
Industrials	13.79%
Basic Materials	10.65%
Health Care	5.97%
Technology	5.04%
Communication Services	4.79%
Consumer Defensive	4.02%
Real Estate	3.27%
Energy	2.98%
Utility	1.9%

Sundaram Large And Mid Cap Fund Equity Allocation

Top Securities Holdings / Portfolio

Holdings/Securities

Name	Global Industry	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 14 \| HDFCBANK	Banks - Regional	4%	₹224 Cr	3,063,065 ↓ -786,935
State Bank of India (Financial Services) Equity, Since 30 Nov 20 \| SBIN	Banks - Regional	4%	₹221 Cr	2,253,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 20 \| LT	Engineering & Construction	3%	₹190 Cr	543,285 ↑ 193,285
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| 543320	Internet Retail	3%	₹182 Cr	7,945,379 ↑ 5,595,379
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 19 \| BHARTIARTL	Telecom Services	3%	₹160 Cr	900,000
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 14 \| ICICIBANK	Banks - Regional	3%	₹157 Cr	1,300,000
TVS Motor Co Ltd (Consumer Cyclical) Equity, Since 31 Mar 26 \| 532343	Auto Manufacturers	3%	₹156 Cr	464,193 ↑ 464,193
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical) Equity, Since 31 Aug 24 \| AMBER	Furnishings, Fixtures & Appliances	3%	₹155 Cr	237,283 ↑ 32,283
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Jan 18 \| 532538	Building Materials	3%	₹153 Cr	142,477 ↑ 50,477
Polycab India Ltd (Industrials) Equity, Since 31 Dec 21 \| POLYCAB	Electrical Equipment & Parts	3%	₹152 Cr	221,413 ↑ 96,413

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Fund Managers

Name	Since	Tenure
Madanagopal Ramu	16 Mar 26	0.04 Yr.
Shalav Saket	31 Dec 25	0.25 Yr.

Custodians

Company	Address
HDFC Bank Ltd	HDFC Bank House,Kamala Mills Compound,Senapati Bapat Marg,,Lower Parel (W),
HSBC Ltd	II Floor "Shiv",,Plot No 139-140 B,,Western Express Highway, Sahar Road Junction,,Vile Parle (E),
Standard Chartered Bank	Standard Chartered Bank,1095 Avenue of the Americas,New York, NY 10036,USA

Registrar & Transfer Agent

KFin Technologies Ltd
Address	138 -Suyesh Solitaire, Nr. Podar International School,Kudasan, Gandhinagar, Gujarat
FAX	N.A
Email	N.A

Administrator Companies

Company	Address
Sundaram Mutual Fund	Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014

Auditors

Company	Address
M/s. Sundaram & Srinivasan	23 C P Ramaswamy Road,,Alwarpet,

All Plan & Options

Fund and Plan	NAV	6 Month	1 Year	3 Year	5 Year
Sundaram Large and Mid Cap Fund Growth	₹85.1127 ↑ 0.79	-2.75 %	6.76 %	16.59 %	14.55 %
Sundaram Large and Mid Cap Fund Normal Dividend, Reinvestment	₹28.7252 ↑ 0.27	-3.23 %	6.24 %	15.98 %	13.97 %
Sundaram Large and Mid Cap Fund Normal Dividend, Payout	₹28.7252 ↑ 0.27	-3.23 %	6.24 %	15.98 %	13.97 %
Data as on 17 Apr 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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