Sundaram Large And Mid Cap Fund - G

NAV ₹89.8144 ↓ -0.53 (-0.59 %) as on 7 Jul 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 12% 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 7 Jul 26	₹89.8144 ↓ -0.53 (-0.59 %)
Net Assets (AUM) as on 31 May 2026	₹6,690 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	-0.05
Expense Ratio	1.81 %
Sharpe Ratio	-0.065
Information Ratio	-0.73
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 7 Jul 26

Duration	Returns
1 Month	6.6%
3 Month	13.7%
6 Month	1.2%
1 Year	4.9%
3 Year	14.4%
5 Year	13.2%
10 Year
15 Year
Since launch	12%

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
30 Jun 21	₹10,000
30 Jun 22	₹10,135
30 Jun 23	₹12,541
30 Jun 24	₹17,414
30 Jun 25	₹18,032
30 Jun 26	₹18,728

Sundaram Large And Mid Cap Fund Growth 10k Chart

Asset Allocation

Asset Class	Value
Cash	2.79%
Equity	97.21%

Sector Allocation

Sector	Value
Financial Services	25.99%
Industrials	17.63%
Consumer Cyclical	12.89%
Technology	8.3%
Consumer Defensive	7.47%
Basic Materials	7.33%
Communication Services	5.01%
Health Care	4.34%
Real Estate	3.53%
Utility	2.6%
Energy	2.13%

Sundaram Large And Mid Cap Fund Equity Allocation

Top Securities Holdings / Portfolio

Holdings/Securities

Name	Global Industry	Holding	Value	Quantity
Radico Khaitan Ltd (Consumer Defensive) Equity, Since 31 Mar 26 \| RADICO	Beverages - Wineries & Distilleries	4%	₹298 Cr	847,135 ↑ 270,192
National Aluminium Co Ltd (Basic Materials) Equity, Since 31 Mar 26 \| NATIONALUM	Aluminum	4%	₹264 Cr	6,208,271 ↑ 1,002,960
Shriram Finance Ltd (Financial Services) Equity, Since 31 Mar 26 \| SHRIRAMFIN	Credit Services	4%	₹256 Cr	2,706,141
Oracle Financial Services Software Ltd (Technology) Equity, Since 30 Apr 26 \| OFSS	Software - Infrastructure	3%	₹224 Cr	224,804
Five-Star Business Finance Ltd (Financial Services) Equity, Since 30 Apr 26 \| FIVESTAR	Credit Services	3%	₹201 Cr	4,520,688 ↑ 1,162,991
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 20 \| LT	Engineering & Construction	3%	₹200 Cr	491,202
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| ETERNAL	Internet Retail	3%	₹199 Cr	7,945,379
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 31 May 26 \| CHOLAFIN	Credit Services	3%	₹198 Cr	1,285,210 ↑ 1,285,210
Coforge Ltd (Technology) Equity, Since 31 May 25 \| COFORGE	Information Technology Services	3%	₹185 Cr	1,298,858 ↑ 301,178
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Mar 26 \| INDIGO	Airlines	3%	₹184 Cr	417,063

1 - 10 of 54

Ready to Invest?
Talk to our investment specialist

Fund Managers

Name	Since	Tenure
Madanagopal Ramu	16 Mar 26	0.29 Yr.
Shalav Saket	31 Dec 25	0.5 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	₹89.8144 ↓ -0.53	1.25 %	4.87 %	14.41 %	13.19 %
Sundaram Large and Mid Cap Fund Normal Dividend, Reinvestment	₹30.312 ↓ -0.18	1.25 %	4.36 %	13.82 %	12.73 %
Sundaram Large and Mid Cap Fund Normal Dividend, Payout	₹30.312 ↓ -0.18	1.25 %	4.36 %	13.82 %	12.73 %
Data as on 7 Jul 26

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

Shepard Technologies Pvt. Ltd : 1808, Solus, Hiranandani Estate, Thane, Maharashtra - 400607

AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.