Sundaram Large and Mid Cap Fund-Growth
Equity
Large & MidCap
₹-0.54% 1D
NAV on
Fund Summary
Ionic AI
Loading...
Fund Overview
- Rating
3 - Minimum Investment₹100
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹6575 Cr
- Created on2 Feb 2007
Fund Ranking
#26
/ 43 in Large & MidCap
Risk Level
Very High
Returns
Trailing Return
Rolling Return
- 6 Month-4.3%
- 1 Year1.9%
- 3 Year (CAGR)13.4%
- All Time (CAGR)13.6%
Category Return
- 6 Month-4.3%
- 1 Year-0.2%
- 3 Year (CAGR)14.2%
- All Time (CAGR)-
Asset Allocation
- Equity92.8%
- Debt2.7%
- Other4.6%
Top 5 Holdings
Top 5 Sectors
- Apollo Tyres0.79%
- ABB India0.79%
- Ashok Leyland0.68%
- ACC0.65%
- Aurobindo Pharma0.68%
Fund Information
- Expense Ratio1.81%
- 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. 0.54 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 15.89 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 1.08 - 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