Sundaram Large and Mid Cap Fund G

Sundaram Large and Mid Cap Fund(G)

Equity Large & Mid Cap Rating :

₹ 82.66

NAV
Updated: 10 Mar 2026

Fund House

Fund Manager
S. Bharath
Fund Benchmark
NIFTY LargeMidcap 250 - TRI
Total AUM
₹ 6,735.30 Cr
Expense Ratio
1.80
52 Week High
₹ 89.08
52 Week Low
₹ 73.94

Fund Verdict

Neutral

Advance Ratios

P/E Ratio89.08
P/B Ratio3.66
Sharpe0.26
Turnover Ratio40.30
Alpha-0.14
Beta0.95
Sortino0.48
Standard Deviation12.58

Fund Performance

Shot Term Returns
Duration 1M 3M 6M 1Y
Returns -2.98% -4.13% 0.18% 13.26%
Long Term Returns
Duration 2Y 3Y 5Y 10Y
Returns 7.79% 15.92% 13.43% 14.82%

Market Cap Distribution

  • Large Cap
    51.22 %
  • Mid Cap
    36.45 %
  • Small Cap
    10.02 %
Avg Market Cap
₹ 1,64,786.00
(In Crore)

Peer Information

Equity Large & Mid Cap Neutral
1Y Returns 14.33%
3Y Returns 24.75%
AUM ₹9,034.20 Cr
NAV ₹103.37
Buy Now
Equity Large & Mid Cap Neutral
1Y Returns 13.93%
3Y Returns
AUM ₹2,057.00 Cr
NAV ₹12.68
Buy Now
Equity Large & Mid Cap Neutral
1Y Returns 11.81%
3Y Returns 20.00%
AUM ₹28,505.90 Cr
NAV ₹983.23
Buy Now
Equity Large & Mid Cap Neutral
1Y Returns 9.71%
3Y Returns 16.85%
AUM ₹1,726.30 Cr
NAV ₹25.72
Buy Now

Type of Scheme:-

An open ended scheme predominantly investing in Largecap and Midcap stocks.

Investment Objective:- 

The fund aims to deliver long-term capital appreciation and income by investing a minimum of 35% each in Large-Cap and Mid-Cap companies, offering a balanced exposure to growth and stability across market segments.. There is no assurance that the investment objective of the Scheme will be achieved.

Plan Your Long Term Goals

5,000 per month
Duration
Total investment of ₹0
Would have become ₹0

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