Fundalysisby DARKHORSESTOCKS

Scheme

Sundaram Large and Mid Cap Fund

Holds 37 companies worth ₹6,897 Cr in Sept 2026.

  • Fund house

    SundaramThe fund house that runs this scheme.

  • AUM

    ₹7,131 CrSundaram Large and Mid Cap Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 5.5% on Aug 2026, ₹7,544 Cr.

  • Largest holding

    Radico Khaitan LimitedRadico Khaitan Limited is 5.2% of this scheme's NAV.

  • Fund manager

    Shalav SaketRuns its co-manager part since 31 Dec 2021, as the fund house dates it. With Madanagopal Ramu (co-manager).

AUM(Jun 2010 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20267,131−5.5%
Aug 20267,544+4.5%
Jul 20267,222+3.3%
Jun 20266,991+4.5%
May 20266,692+1.8%
Apr 20266,575+9.0%
Mar 20266,033−12.2%
Feb 20266,868+2.0%
Jan 20266,737−3.6%
Dec 20256,987−0.9%
Nov 20257,048+0.7%
Oct 20256,998+3.8%
AUM at month end, Sept 2026
₹7,131 Cr
+1.9% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Mar 2013 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 202617.56%−0.05 pt
Jun 202617.61%+0.01 pt
Mar 202617.60%+0.07 pt
Dec 202517.53%+0.04 pt
Direct plans' share of AUM, Sept 2026
17.56%
+0.03 pt since Dec 2025
Fig. 2.Sundaram Large and Mid Cap Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty LargeMidcap 250 TRI. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−5.43%−5.51%––−5.05%
3 months *
−1.80%−2.05%––−3.84%
6 months *
+8.21%+7.66%––+3.17%
1 year
+3.10%+2.02%−3.78%+6.88 pt−0.01%
3 years
+13.41%+12.22%+10.91%+2.50 pt+12.36%
5 years
+10.57%+9.36%+10.15%+0.42 pt+10.60%
10 years
+14.15%+12.90%+13.82%+0.33 pt+13.93%
Since launch
+16.76%+13.64%+14.73%+2.03 pt+15.36%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty LargeMidcap 250 TRI. * From NAVs. Source: AMFI.