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).

Overview^{(9 Oct 2026)}

Fund managers2

Shalav SaketCo-manager · Dec 2021 · 11y · CFA MBA
Madanagopal RamuCo-manager · Dec 2021 · 21y · MBA B.Com

Key facts

Benchmark: Nifty Large Mid Cap 250 TRI
Risk: Very High
Expense: Regular 2.3% · Direct 1.29%
Exit load: Nil
Started: Feb 2007
Minimum: ₹100

Source.Its Scheme Summary Document as of 9 Oct 2026 at AMFI.

What changed^{(0 changes)}

Nothing has changed in its documents since Sept 2026.

Source.Its filings at NSE, since Sept 2026.

Fund managers over time^{(Dec 2021 – now)}

MainCoSlice20222023202420252026

Fig. 1.Who ran it when: each manager from the date the fund house gives, or the first document listing them where it gives none, to when they left. A slice is part of it: overseas, gold and silver, or arbitrage.

Costs^{(Oct 2026 – Oct 2026)}

Every change to the expense ratio, newest first.
1 filing	Regular	Direct	Δ pt
9 Oct 2026	2.30%	1.29%	–

Direct plan, 9 Oct 2026

1.29%

Regular plan 2.30% · Exit load nil

Fig. 1.Total expense ratio a year, each plan's, as its Scheme Summary Documents state it, filing by filing at NSE (none yet: today's, at AMFI). A change holds until the next.

Objective and risk^{(9 Oct 2026)}

Objective

To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or Trustees by the Asset management Company.

Risk, type and benchmark

Riskometer: Very High
At launch: Very High
Type: An open ended equity scheme investing in both large cap and mid cap stocks.
Benchmark: Nifty Large Mid Cap 250 TRI

Asset allocation it may hold% of NAV

Equity and Equity-related instruments of large cap companies
Allowed35–65%
high; equity and equity-related instruments of mid cap companies
Allowed35–65%
high; Other equities
Allowed0–30%
high; Fixed Income, Money Market instruments and Cash & Cash equivalents upto 30% Low to Medium; Investment in ReITs & InvITs
Allowed0–10%

Holds in Sept 2026.96.7% equity · 3.3% debt and cash

How to invest^{(9 Oct 2026)}

Buying

To start: ₹100, then re.1/-
To add: ₹100, then re.1/-
Systematic: SIP: Daily, Weekly, Monthly and Quarterly; STP: Daily, Weekly, Monthly and Quarterly, SWP: Monthly; Quarterly, Half-Yearly and Annually
Dates: Any Day (1st to 31st), Weekly (All Working days)
Minimum: SIP: Daily, Monthly: Rs.100, Quarterly: Rs. 750, Weekly: Rs. 1000, STP: Daily, Weekly : Rs.1000, Monthly: Rs.100, Quarterly: Rs.750 SWP: Monthly and Quarterly: Rs.100, then in multiples of ₹1
Instalments: SIP: Daily - Minimum 92 installments, Weekly; Monthly; Quarterly - Minimum Six installments, STP & SWP: Minimum Six installments

Selling and switching

To redeem: ₹100 or 1 unit units
Switch minimum: The minimum amount for redemption/switch out will be: Regular & Direct Plan: Rs.100 or 1 unit or account balance, whichever is lower.

Scheme details^{(9 Oct 2026)}

What it is

Category: Large & Mid Cap
Started: Feb 2007
Plans: Regular Plan and Direct Plan: Options: Growth · IDCW - Payout · IDCW Reinvestment
Face value: ₹10
Listed: Unlisted

How it is run

Swing pricing: No
Side-pocketing: Yes
Custodian: Standard Chartered Bank, Mumbai
Auditor: R.G.N.PRICE & CO
Registrar: KFin Technologies Limited
SEBI code: SUND/O/E/LMF/06/12/0019