Sundaram Large and Mid Cap Fund - Direct Plan IDCW | Sundaram Large and Mid Cap Fund - Direct Plan NAV Today [30.58], Performance & History

Sundaram Large and Mid Cap Fund - Direct Plan is a Equity mutual fund categorized under Diversified, offered by Sundaram Asset Management Company Ltd.. Launched on 01 Jan 2013, investors can start ... Read more

NAV History

Fund Details

Min. SIP Amount

₹100

Inception Date

01 Jan 2013

Min. Lumpsum Amount

₹ 100

Fund Age

13 Yrs

AUM

₹ 6,867.64 Cr.

Benchmark

Nifty Large Midcap 250 Total Return

Expense Ratio

0.67%

Scheme Type

Open Ended

Exit Load

Returns Calculator

Investment amount per month

₹1,000

Over the past

Would have become

On total investment of

*Calculation based on past performance of this fund.

Asset Allocation

AUM

₹ 6,867.64 Cr

Equity

193.44%

Money Market & Cash

6.56%

Sector Holdings

Sectors	Weightage
Finance - Banks - Private Sector	15.47%
Pharmaceuticals	6.54%
Refineries	6.35%
Finance - Banks - Public Sector	5.86%
Non-Banking Financial Company (NBFC)	4.65%
Telecom Services	3.82%
IT Consulting & Software	3.63%
Hospitals & Medical Services	3.43%
Engines	3.30%
Cement	3.08%
Realty	2.55%
Finance & Investments	2.40%
Domestic Appliances	2.38%
E-Commerce/E-Retail	2.31%
Construction, Contracting & Engineering	2.18%
Treps/Reverse Repo	2.12%
Steel - Sponge Iron	2.12%
Hotels, Resorts & Restaurants	2.10%
Auto - Cars & Jeeps	1.73%
Edible Oils & Solvent Extraction	1.72%
Power - Generation/Distribution	1.71%
Cables - Power/Others	1.57%
Auto Ancl - Electrical	1.56%
Personal Care	1.51%
Fertilisers	1.41%
Auto - LCVs/HCVs	1.36%
Port & Port Services	1.35%
Aerospace & Defense	1.31%
Beverages & Distilleries	1.17%
Exchange Platform	1.07%
Agro Chemicals/Pesticides	1.02%
Bearings	0.99%
Auto Ancl - Susp. & Braking - Others	0.88%
Entertainment & Media	0.86%
Logistics - Warehousing/Supply Chain/Others	0.79%
Tyres & Tubes	0.79%
Cash	0.73%
Gems, Jewellery & Precious Metals	0.50%
Iron & Steel	0.49%
Non-Alcoholic Beverages	0.36%
Paints/Varnishes	0.33%
Retail - Apparel/Accessories	0.32%
Finance - Mutual Funds	0.18%

See All

Stock Holdings

Name	Weightage	Value (in Cr.)	Sector
HDFC Bank Ltd	4.98%	₹ 341.78	Finance - Banks - Private Sector
Reliance Industries Ltd	4.06%	₹ 278.78	Refineries
State Bank of India	3.94%	₹ 270.74	Finance - Banks - Public Sector
Axis Bank Ltd	3.27%	₹ 224.88	Finance - Banks - Private Sector
ICICI Bank Ltd	2.61%	₹ 179.26	Finance - Banks - Private Sector
Bharti Airtel Ltd	2.46%	₹ 169.14	Telecom Services
Amber Enterprises India Ltd	2.38%	₹ 163.47	Domestic Appliances
Infosys Ltd	2.27%	₹ 156.01	IT Consulting & Software
Larsen & Toubro Ltd	2.18%	₹ 149.74	Construction, Contracting & Engineering
Mahindra & Mahindra Financial Services Ltd	2.17%	₹ 148.86	Non-Banking Financial Company (NBFC)
Jindal Steel & Power Ltd	2.12%	₹ 145.48	Steel - Sponge Iron
TREPS	2.12%	₹ 145.76	Others
Alkem Laboratories Ltd	2.05%	₹ 140.99	Pharmaceuticals
Cummins India Ltd	2.03%	₹ 139.60	Engines
Kotak Mahindra Bank Ltd	2.03%	₹ 139.09	Finance - Banks - Private Sector
Bank of Baroda	1.92%	₹ 132	Finance - Banks - Public Sector
Mahindra & Mahindra Ltd	1.73%	₹ 118.91	Auto - Cars & Jeeps
Marico Ltd	1.72%	₹ 118.30	Edible Oils & Solvent Extraction
Ultratech Cement Ltd	1.70%	₹ 116.63	Cement
The Federal Bank Ltd	1.66%	₹ 113.94	Finance - Banks - Private Sector
Max Financial Services Ltd	1.58%	₹ 108.80	Finance & Investments
Polycab India Ltd	1.57%	₹ 107.63	Cables - Power/Others
UNO Minda Ltd	1.56%	₹ 106.97	Auto Ancl - Electrical
Jubilant Foodworks Ltd	1.56%	₹ 107.10	Hotels, Resorts & Restaurants
Fortis Health Care Ltd	1.51%	₹ 103.69	Hospitals & Medical Services
Lupin Ltd	1.51%	₹ 103.54	Pharmaceuticals
FSN EÂ–Commerce Ventures Ltd(NYKAA)	1.47%	₹ 100.88	E-Commerce/E-Retail
Prestige Estates Projects Ltd	1.46%	₹ 100.30	Realty
Bajaj Finance Ltd	1.45%	₹ 99.59	Non-Banking Financial Company (NBFC)
Coromandel International Ltd	1.41%	₹ 96.82	Fertilisers
JK Cement Ltd	1.38%	₹ 94.46	Cement
Bharti Hexacom Ltd	1.36%	₹ 93.20	Telecom Services
TATA Motors Ltd	1.36%	₹ 93.48	Auto - LCVs/HCVs
Adani Ports and Special Economic Zone Ltd	1.35%	₹ 92.78	Port & Port Services
Hindustan Petroleum Corporation Ltd	1.34%	₹ 92.14	Refineries
Hindustan Aeronautics Ltd	1.31%	₹ 90	Aerospace & Defense
Mankind Pharma Ltd	1.31%	₹ 89.90	Pharmaceuticals
Kirloskar Oil Engines Ltd	1.27%	₹ 87	Engines
United Breweries Ltd	1.17%	₹ 80.25	Beverages & Distilleries
Dr Lal Path Labs Ltd	1.15%	₹ 79.15	Hospitals & Medical Services
The Phoenix Mills Ltd	1.09%	₹ 74.64	Realty
Multi Commodity Exchange of India Ltd	1.07%	₹ 73.30	Exchange Platform
Gland Pharma Ltd	1.04%	₹ 71.15	Pharmaceuticals
Cholamandalam Investment and Finance Company Ltd	1.03%	₹ 70.96	Non-Banking Financial Company (NBFC)
PI Industries Ltd	1.02%	₹ 70.14	Agro Chemicals/Pesticides
Schaeffler India Ltd	0.99%	₹ 68.20	Bearings
Torrent Power Ltd	0.97%	₹ 66.57	Power - Generation/Distribution
Bharat Petroleum Corporation Ltd	0.95%	₹ 65.52	Refineries
IDFC First Bank Ltd	0.92%	₹ 63.19	Finance - Banks - Private Sector
Emami Ltd	0.91%	₹ 62.45	Personal Care
ZF Commercial Vehicle Control Systems I Ltd	0.88%	₹ 60.66	Auto Ancl - Susp. & Braking - Others
Affle (IndiLtd	0.86%	₹ 59.22	Entertainment & Media
Zomato Ltd	0.84%	₹ 57.88	E-Commerce/E-Retail
Motilal Oswal Financial Services Ltd	0.82%	₹ 56.20	Finance & Investments
Apollo Tyres Ltd	0.79%	₹ 54.49	Tyres & Tubes
Delhivery Ltd	0.79%	₹ 54.17	Logistics - Warehousing/Supply Chain/Others
Max Healthcare Institute Ltd	0.77%	₹ 52.63	Hospitals & Medical Services
TATA Power Company Ltd	0.74%	₹ 50.97	Power - Generation/Distribution
Cash & Other Net Current Assets	0.73%	₹ 50.25	Others
Sun Pharmaceutical Industries Ltd	0.63%	₹ 43.42	Pharmaceuticals
Procter & Gamble Hygiene and Health Care Ltd	0.60%	₹ 40.86	Personal Care
Persistent Systems Ltd	0.59%	₹ 40.23	IT Consulting & Software
Devyani international limited	0.54%	₹ 36.96	Hotels, Resorts & Restaurants
Coforge Ltd	0.53%	₹ 36.32	IT Consulting & Software
Kalyan Jewellers India Ltd	0.50%	₹ 34.02	Gems, Jewellery & Precious Metals
Tata Steel Ltd	0.49%	₹ 33.97	Iron & Steel
Varun Beverages Ltd	0.36%	₹ 24.83	Non-Alcoholic Beverages
Berger Paints Ltd	0.33%	₹ 22.81	Paints/Varnishes
Trent Ltd	0.32%	₹ 21.64	Retail - Apparel/Accessories
Tech Mahindra Ltd	0.24%	₹ 16.29	IT Consulting & Software
ICICI Prudential Asset Management Company Ltd	0.18%	₹ 12.64	Finance - Mutual Funds

See All

Returns

	Annualised returns
	9M	1Y	2Y	3Y
Fund returns	-14.30%	-6.57%	-2.31%	7.98%
Category returns	-8.79%	0.40%	8.39%	49.89%

Fund Objective

To seek capital appreciation by investing in equity & equity related instruments.

AMC Details

Name

Sundaram Asset Management Company Ltd.

Date of Incorporation

24 Aug 1996

CEO

Mr. Anand Radhakrishnan

CIO

Mr. Dwijendra Srivastava

Type

Pvt.Sector-Indian

Address

Sundaram Towers, 2nd Floor, 46 Whites Road, Royapettah, Chennai (Madras), Tamil Nadu, India - 600014

Website

http://www.sundarammutual.com

[email protected]

Top Funds from Equity - Large & Mid Cap

Scheme Name	NAV	Returns 1Y 3Y 5Y			AUM (Cr)	Expense Ratio	Risk Meter
DSP Large & Mid Cap Fund - Direct Plan Diversified Direct	₹96.01	-8.50%	32.88%	33.60%	₹17,653	0.63%	Very High
DSP Large & Mid Cap Fund - Direct Plan Diversified Direct	₹96.01	-8.50%	32.88%	33.60%	₹17,653	0.63%	Very High
Canara Robeco Large and Mid Cap Fund - Direct Plan MidsmallCap Direct	₹111.64	-8.63%	31.08%	44.61%	₹24,731	0.61%	Very High
Canara Robeco Large and Mid Cap Fund - Direct Plan MidsmallCap Direct	₹111.64	-8.63%	31.08%	44.61%	₹24,731	0.61%	Very High
Tata Large & Mid Cap Fund - Regular Plan Diversified Regular	₹71.62	-9.88%	30.71%	61.20%	₹8,143	1.78%	Very High
Tata Large & Mid Cap Fund - Regular Plan Diversified Regular	₹71.62	-9.88%	30.71%	61.20%	₹8,143	1.78%	Very High
Tata Large & Mid Cap Fund - Regular Plan Diversified Regular	₹444.29	-9.88%	30.70%	61.40%	₹8,143	1.78%	Very High
Axis Large & Mid Cap Fund Diversified Regular	₹17.59	-6.34%	30.20%	22.15%	₹15,559	1.68%	Very High
Axis Large & Mid Cap Fund Diversified Regular	₹17.59	-6.34%	30.20%	22.15%	₹15,559	1.68%	Very High
ICICI Prudential Large & Mid Cap Fund Diversified Regular	₹27.62	-7.07%	29.37%	48.98%	₹28,506	1.61%	Very High

Top Funds from Sundaram Asset Management Company Ltd.

Scheme Name	NAV	Returns 1Y 3Y 5Y			AUM (Cr)	Expense Ratio	Risk Meter
Sundaram Financial Services Opportunities Fund - Direct Plan Sector Direct	₹32.42	-4.27%	31.07%	36.78%	₹1,684	0.76%	Very High
Sundaram Financial Services Opportunities Fund - Direct Plan Sector Direct	₹32.42	-4.27%	31.07%	36.78%	₹1,684	0.76%	Very High
Sundaram Small Cap Fund MidsmallCap Regular	₹29.50	-3.90%	30.20%	42.22%	₹3,306	1.94%	Very High
Sundaram Small Cap Fund MidsmallCap Regular	₹29.50	-3.90%	30.20%	42.22%	₹3,306	1.94%	Very High
Sundaram NIFTY 100 Equal Weight Fund - Direct Plan Index Direct	₹75.25	-6.24%	29.94%	39.61%	₹135	0.52%	Very High
Sundaram NIFTY 100 Equal Weight Fund - Direct Plan Index Direct	₹75.25	-6.24%	29.94%	39.61%	₹135	0.52%	Very High
Sundaram NIFTY 100 Equal Weight Fund - Direct Plan Index Direct	₹75.25	-6.24%	29.94%	39.61%	₹135	0.52%	Very High
Sundaram Balanced Advantage Fund Hybrid Regular	₹33.13	-1.12%	29.73%	44.10%	₹1,695	2.06%	Moderately High
Sundaram NIFTY 100 Equal Weight Fund Index Regular	₹71.18	-6.72%	28.03%	36.51%	₹135	1.08%	Very High
Sundaram NIFTY 100 Equal Weight Fund Index Regular	₹71.18	-6.72%	28.03%	36.51%	₹135	1.08%	Very High

FAQs

What is the current NAV of Sundaram Large and Mid Cap Fund - Direct Plan IDCW?

The current Net Asset Value (NAV) of Sundaram Large and Mid Cap Fund - Direct Plan IDCW is ₹30.58 as of 27 Mar 2026. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.

What is the fund size (AUM) of Sundaram Large and Mid Cap Fund - Direct Plan IDCW?

The Assets Under Management (AUM) of Sundaram Large and Mid Cap Fund - Direct Plan IDCW is ₹6,867.64 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.

What are the historical returns of Sundaram Large and Mid Cap Fund - Direct Plan IDCW?

Sundaram Large and Mid Cap Fund - Direct Plan IDCW has delivered returns of -6.57% (1 Year), 7.98% (3 Year), 5.88% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.

What is the risk level of Sundaram Large and Mid Cap Fund - Direct Plan IDCW?

Sundaram Large and Mid Cap Fund - Direct Plan IDCW has a risk rating of 'Very High' as per the SEBI Riskometer. This indicates the fund is suitable for very aggressive investors comfortable with significant market volatility. Investors should align their investment choices with their personal risk tolerance and financial goals.

What is the minimum investment amount for Sundaram Large and Mid Cap Fund - Direct Plan IDCW?

The minimum lumpsum investment required for Sundaram Large and Mid Cap Fund - Direct Plan IDCW is ₹100. The fund also offers SIP (Systematic Investment Plan) option starting from as low as ₹100, making it accessible for regular investments. This allows investors to start their mutual fund journey with a manageable amount.

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