Sundaram Large and Mid Cap Fund-Growth
Equity
Large & MidCap
₹-0.22% 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)₹7544 Cr
- Created on2 Feb 2007
Fund Ranking
#9
/ 25 in Large & MidCap
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month12.6%
- 1 Year3.1%
- 3 Year (CAGR)12.3%
- All Time (CAGR)13.7%
Category Return
- 6 Month5.6%
- 1 Year-2.2%
- 3 Year (CAGR)10.5%
- All Time (CAGR)17.3%
Asset Allocation
- Equity97.3%
- Other2.7%
Top 5 Holdings
Top 5 Sectors
- Cholamandalam Investment and Finance Company3.16%
- Cummins India2.51%
- ICICI Bank2.51%
- Larsen & Toubro2.94%
- Mahindra & Mahindra2.30%
Fund Information
- Expense Ratio2.30%
- Exit LoadFor units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
- Lock-In PeriodNo Lock-In
Managed By
Ravi Gopalakrishnan
Jan 2022 - Present
Ashish Aggarwal
Jan 2022 - Present
Bharath S
July 2024 - Present
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. 0.44 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 16.56 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 3.45 - 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