anubhai
Back OfficeSundaram Large and Mid Cap Fund (IDCW)
Summary
| Fund Name | Sundaram Mutual Fund |
| Scheme Name | Sundaram Large and Mid Cap Fund (IDCW) |
| AMC | Sundaram Mutual Fund |
| Type | Open |
| Category | Equity - Diversified |
| Launch Date | 10-Jan-2007 |
| Fund Manager | Madanagopal Ramu |
| Net Assets(Rs. cr) | 6,690.34 |
NAV Graph
| One Month | Three Month | Six Month | One Year | Three Year | Five Year |
Latest Payouts
| Dividends | Bonus | |
|---|---|---|
| Ratio | 21.42 | 0.00 |
| Record Date | 30-Oct-2025 | 0.00 |
Performance
| 1 Week (%) | 1 Month (%) | 3 Month (%) | 6 Month (%) | 1 Year (%) | 3 Year (%) | 5 Year (%) | Since INC (%) | |
|---|---|---|---|---|---|---|---|---|
| Scheme Return | -0.06 | 1.93 | 3.42 | -3.82 | 0.72 | 13.26 | 12.36 | 11.48 |
| Category Avg | -1.92 | 0.08 | 1.08 | -2.30 | 2.20 | 15.51 | 13.83 | 12.50 |
| Category Best | 2.47 | 11.31 | 20.46 | 19.99 | 23.46 | 41.99 | 24.60 | 41.90 |
| Category Worst | -3.82 | -10.38 | -12.19 | -20.49 | -16.13 | -0.51 | 1.82 | -16.20 |
Asset Allocation
Holdings
| Company Name | % Hold |
|---|---|
| Radico Khaitan | 4.46 |
| Natl. Aluminium | 3.94 |
| Shriram Finance | 3.83 |
| Oracle Fin.Serv. | 3.35 |
| Five-Star Bus.Fi | 3.01 |
| Larsen & Toubro | 2.99 |
| Eternal | 2.98 |
| Cholaman.Inv.&Fn | 2.95 |
| Coforge | 2.76 |
| Interglobe Aviat | 2.75 |
| Angel One | 2.56 |
| Affle 3i | 2.55 |
| FSN E-Commerce | 2.53 |
| Bharti Airtel | 2.46 |
| UltraTech Cem. | 2.45 |
| ICICI Bank | 2.44 |
| Polycab India | 2.39 |
| Delhivery | 2.33 |
| SBI | 2.22 |
| Rategain Travel | 2.18 |
| Varun Beverages | 2.15 |
| H P C L | 2.13 |
| Multi Comm. Exc. | 2.12 |
| Cummins India | 1.94 |
| IDFC First Bank | 1.86 |
| MTAR Technologie | 1.81 |
| Kirloskar Oil | 1.80 |
| Ujjivan Small | 1.79 |
| Prestige Estates | 1.78 |
| Kalyan Jewellers | 1.76 |
| Phoenix Mills | 1.75 |
| TD Power Systems | 1.64 |
| M & M | 1.59 |
| Fortis Health. | 1.53 |
| Gland Pharma | 1.52 |
| Max Financial | 1.50 |
| Bank of Baroda | 1.50 |
| Uno Minda | 1.48 |
| JSW Energy | 1.46 |
| Amber Enterp. | 1.38 |
| SJS Enterprises | 1.17 |
| Torrent Power | 1.14 |
| Alkem Lab | 1.01 |
| J K Cements | 0.95 |
| Marico | 0.86 |
| Indegene | 0.23 |
| ICICI AMC | 0.21 |
| Neuland Labs. | 0.06 |
| Persistent Syste | 0.02 |
| TREPS | 1.99 |
| Net CA & Others | 0.80 |
