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sundaram large and mid cap - direct plan - growth option
Sundaram large and Mid Cap - Direct Plan - Growth Option

Sundaram large and Mid Cap - Direct Plan - Growth Option

  • Very High Risk
  • Equity
  • Large and Mid-Cap
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NAV as on May 14, 2026
i
Price per unit of the scheme.
₹ 95.05351.26%1 Day Change
1.72%
Minimum Investment₹100
Expense Ratio0.74%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
3
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Sundaram large and Mid Cap - Direct Plan - Growth Option
VS
Equity: Large and Mid-Cap Average NAV
    Topper in Equity: Large and Mid-Cap
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Sundaram large and Mid Cap - Direct Plan - Growth Option
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    IISL Nifty LargeMidcap 250 TR INR
    Expense Ratio
    0.74%
    Category Avg Expense Ratio
    0.81%
    Minimum Investment (Lumpsum/SIP)
    ₹ 100 /₹ 100
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 6,030.80 Cr(As on Mar, 2026)
    Inception Date
    Jan 01, 2013
    Turnover
    26.00 %
    Exit Load
    If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - No exit Load. If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or transfer by way of STP or withdrawal by way of SWP after 365 days from the date of allotment – Nil

    bt_logoABOUT THE FUND

    Objective: To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks

    Sundaram large and Mid Cap - Direct Plan - Growth Option is an Equity - Large and Mid-Cap fund. The fund was launched inJan 01, 2013. Its risk level is . The NAV of the fund as onMay 14, 2026 is ₹95.05. Its expense ratio is 0.74 %. The fund has an AUM of ₹6,030.80 Cr.The fund is managed byRavi Gopalakrishnan,Ashish Aggarwal,S. Bharath,Madanagopal Ramu,Shalav Saket.
    The minimum initial investment is  ₹100 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Ravi Gopalakrishnan
    Ravi Gopalakrishnan
    i
    Lead Fund Manager.
    Jan 1, 2022 - Present
    • Fund Manager Rank19Out of 26
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed8
    • Total AUM₹ 28,039.37 Cr
    • Highest Return In 1 Yr12.17 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram large and Mid Cap - Direct Plan - Growth Option
    ₹ 95.05
    1.72%
    2.77%
    Very High Risk
    ₹6,030.80Cr
    Sundaram Large Cap Fund Dir Gr
    --
    ₹ 21.70
    -1.20%
    0.18%
    Very High Risk
    ₹2,889.32Cr
    Sundaram Focused Fund- Direct Plan - Growth Option
    ₹ 171.12
    0.71%
    1.96%
    Very High Risk
    ₹947.70Cr
    Sundaram large and Mid Cap - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 95.05
    • Fund Size₹6,030.80Cr
    Fund Return1.72%
    Category Return2.77%
    Sundaram Large Cap Fund Dir Gr
    Very High Risk--
    • NAV₹ 21.70
    • Fund Size₹2,889.32Cr
    Fund Return-1.20%
    Category Return0.18%
    Sundaram Focused Fund- Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 171.12
    • Fund Size₹947.70Cr
    Fund Return0.71%
    Category Return1.96%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Madanagopal Ramu
    Madanagopal Ramu
    i
    Lead Fund Manager.
    Mar 16, 2026 - Present
    • Fund Manager Rank19Out of 26
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed1
    • Total AUM₹ 6,030.80 Cr
    • Highest Return In 1 Yr3.27 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram large and Mid Cap - Direct Plan - Growth Option
    ₹ 95.05
    1.72%
    2.77%
    Very High Risk
    ₹6,030.80Cr
    Sundaram large and Mid Cap - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 95.05
    • Fund Size₹6,030.80Cr
    Fund Return1.72%
    Category Return2.77%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Ashish Aggarwal
    Ashish Aggarwal
    i
    Lead Fund Manager.
    Jan 1, 2022 - Present
    • Schemes managed9
    • Total AUM₹ 11,145.24 Cr
    • Highest Return In 1 Yr30.82 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram large and Mid Cap - Direct Plan - Growth Option
    ₹ 95.05
    1.72%
    2.77%
    Very High Risk
    ₹6,030.80Cr
    Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
    ₹ 118.12
    -1.01%
    -1.83%
    Very High Risk
    ₹1,438.57Cr
    Sundaram Consumption Fund Direct Plan - Growth Option
    ₹ 97.82
    2.13%
    2.94%
    Very High Risk
    ₹1,293.62Cr
    Sundaram large and Mid Cap - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 95.05
    • Fund Size₹6,030.80Cr
    Fund Return1.72%
    Category Return2.77%
    Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 118.12
    • Fund Size₹1,438.57Cr
    Fund Return-1.01%
    Category Return-1.83%
    Sundaram Consumption Fund Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 97.82
    • Fund Size₹1,293.62Cr
    Fund Return2.13%
    Category Return2.94%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    S. Bharath
    S. Bharath
    i
    Lead Fund Manager.
    Jul 1, 2024 - Present
    • Schemes managed11
    • Total AUM₹ 40,711.35 Cr
    • Highest Return In 1 Yr9.35 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Mid Cap - Direct Plan - Growth Option
    ₹ 1,564.75
    3.74%
    5.12%
    Very High Risk
    ₹11,898.19Cr
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    ₹ 180.74
    0.43%
    1.14%
    High Risk
    ₹7,653.49Cr
    Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option
    ₹ 32.21
    -0.37%
    0.16%
    Moderately High risk
    ₹18.75Cr
    Sundaram Mid Cap - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 1,564.75
    • Fund Size₹11,898.19Cr
    Fund Return3.74%
    Category Return5.12%
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    High Risk
    • NAV₹ 180.74
    • Fund Size₹7,653.49Cr
    Fund Return0.43%
    Category Return1.14%
    Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option
    Moderately High risk
    • NAV₹ 32.21
    • Fund Size₹18.75Cr
    Fund Return-0.37%
    Category Return0.16%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Shalav Saket
    Shalav Saket
    i
    Lead Fund Manager.
    Dec 31, 2025 - Present
    • Schemes managed16
    • Total AUM₹ 47,856.15 Cr
    • Highest Return In 1 Yr30.82 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Consumption Fund Direct Plan - Growth Option
    ₹ 97.82
    2.13%
    2.94%
    Very High Risk
    ₹1,293.62Cr
    Sundaram Multi Cap Fund-Direct Plan - Option
    ₹ 410.68
    1.90%
    3.81%
    Very High Risk
    ₹2,525.11Cr
    Sundaram Mid Cap - Direct Plan - Growth Option
    ₹ 1,564.75
    3.74%
    5.12%
    Very High Risk
    ₹11,898.19Cr
    Sundaram Consumption Fund Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 97.82
    • Fund Size₹1,293.62Cr
    Fund Return2.13%
    Category Return2.94%
    Sundaram Multi Cap Fund-Direct Plan - Option
    Very High Risk
    • NAV₹ 410.68
    • Fund Size₹2,525.11Cr
    Fund Return1.90%
    Category Return3.81%
    Sundaram Mid Cap - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 1,564.75
    • Fund Size₹11,898.19Cr
    Fund Return3.74%
    Category Return5.12%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Apr, 2026
    EQUITY (92.76%)
    DEBT (-%)
    CASH (7.24%)
    Allocation by Market Cap
    Large Cap(35.15%)
    Mid Cap(38.26%)
    Small Cap(19.35%)
    Industry Holdings
    • Banks Regional13.48%
    • Credit Services6.80%
    • Internet Retail6.02%
    • Diversified Industrials5.88%
    • Utilities Independent Power Producers4.29%
    • Building Materials4.10%
    Stock Holdings
    • Shriram Finance Ltd3.86%
    • State Bank of India3.66%
    • Oracle Financial Services Software Ltd3.33%
    • National Aluminium Co Ltd3.16%
    • Radico Khaitan Ltd3.00%
    • Larsen & Toubro Ltd3.00%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      -1.18
      This Fund
      VS
      0.05
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      94.91
      This Fund
      VS
      91.86
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.97
      This Fund
      VS
      0.97
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.63
      This Fund
      VS
      0.70
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      0.92
      This Fund
      VS
      1.06
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      16.03
      This Fund
      VS
      16.42
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Sundaram Asset Management Company Ltd
    Sundaram Asset Management Company Ltd manages assets worth ₹ 66,889.29 crores. It’s current offering of mutual fund schemes includes 33 equity, 10 debt and 6 hybrid schemes.
    phone icon
    Phone
    +91 44 28583362/3367
    mail icon
    Email
    rahulm@sundarammutual.com
    aum
    AUM
    ₹ 66,889.29 Cr (
    As on Mar 31, 2026
    )
    location
    Address
    Sundaram Towers, Chennai,600 014

    bt_logoFAQs

    What is the category of Sundaram large and Mid Cap - Direct Plan - Growth Option ?
    The category of Sundaram large and Mid Cap - Direct Plan - Growth Option is Equity - Large and Mid-Cap
    What is the current NAV of Sundaram large and Mid Cap - Direct Plan - Growth Option ?
    The current NAV of Sundaram large and Mid Cap - Direct Plan - Growth Option as on May 14, 2026 is ₹95.05
    How safe is Sundaram large and Mid Cap - Direct Plan - Growth Option ?
    The risk level of Sundaram large and Mid Cap - Direct Plan - Growth Option is Very High.
    What are short term returns given by Sundaram large and Mid Cap - Direct Plan - Growth Option ?
    The return given by Sundaram large and Mid Cap - Direct Plan - Growth Option in 1 month is 1.72%, 3 months is -3.83%, 6 months is -4.44%, and 1 year is 3.27%
    What are the long term returns given by Sundaram large and Mid Cap - Direct Plan - Growth Option ?
    The return given by Sundaram large and Mid Cap - Direct Plan - Growth Option in 3 years is 15.60% and 5 years is 15.54%.
    What is the expense ratio of Sundaram large and Mid Cap - Direct Plan - Growth Option ?
    The expense ratio of Sundaram large and Mid Cap - Direct Plan - Growth Option is 0.74%
    What is the AUM of Sundaram large and Mid Cap - Direct Plan - Growth Option ?
    The assets under Management (AUM) of Sundaram large and Mid Cap - Direct Plan - Growth Option is Rs 6,030.80 crores.
    What is the minimum investment in Sundaram large and Mid Cap - Direct Plan - Growth Option ?
    The minimum Lumpsum investment in Sundaram large and Mid Cap - Direct Plan - Growth Option is ₹100.00 and the minimum SIP investment in Sundaram large and Mid Cap - Direct Plan - Growth Option is ₹100.00
    What is the asset allocation of Sundaram large and Mid Cap - Direct Plan - Growth Option?
    Sundaram large and Mid Cap - Direct Plan - Growth Option has an exposure of 92.76% in Equity and 7.24% in Cash & Money Market Securities

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