Sundaram Large and Mid Cap Fund-Growth
Equity
Large & MidCap
₹-1.01% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
3 - Minimum Investment₹100
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹6991 Cr
- Created on2 Feb 2007
Fund Ranking
#16
/ 25 in Large & MidCap
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month5.7%
- 1 Year5.1%
- 3 Year (CAGR)13.6%
- All Time (CAGR)13.9%
Category Return
- 6 Month3.6%
- 1 Year1.4%
- 3 Year (CAGR)14.5%
- All Time (CAGR)-
Asset Allocation
- Equity99.9%
- Other0.1%
Top 5 Holdings
Top 5 Sectors
- Apollo Tyres0.89%
- Bajaj Finance1.41%
- Bank of Baroda1.74%
- Berger Paints India0.38%
- Bharat Petroleum Corporation1.15%
Fund Information
- Expense Ratio2.52%
- Exit LoadNo Exit Load
- Lock-In PeriodNo Lock-In
Managed By
Shalav Saket
March 2026 - Present
Madanagopal Ramu
March 2026 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.56 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 15.94 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 1.39 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 1.03