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Scheme Information
Sundaram large and Mid Cap IDCW-R
as of 22 May 2026, 16:38 PM
Scheme Asset Size₹6574.82 Cr
Expense Ratio1.81%
Cash Holding7.24252%
Fund TypeOpen-End
PlanDividend
BenchmarkNifty LargeMidcap 250 TR INR
Launch Date2007-02-27
Exit LoadExit load of 1.00% for investments if redeemed within 365 Days
SIP Calculator
12%
₹5,000
₹500₹10,00,000
10 Years
1 Year40 Years
Invested Amount
Estimated Return
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Invested Amount
Estimated Return
Scheme Ratings
2
rated by Value Research
Scheme Riskometer
Your principal will be at Very High Risk
Investment Returns
Absolute Returns
CAGR
In the last 1 months -1.98%
In the last 3 months -3.84%
In the last 6 months -4.46%
In the last 1 Years 1.49%
In the last 3 Years 0.48%
In the last 5 Years 0.85%
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| Shriram Finance Ltd | Financial Services | E | 3.86% |
| State Bank of India | Financial Services | E | 3.66% |
| Oracle Financial Services Software Ltd | Technology | E | 3.33% |
| National Aluminium Co Ltd | Basic Materials | E | 3.16% |
| Radico Khaitan Ltd | Consumer Defensive | E | 3.00% |
| Larsen & Toubro Ltd | Industrials | E | 3.00% |
| Eternal Ltd | Consumer Cyclical | E | 2.99% |
| InterGlobe Aviation Ltd | Industrials | E | 2.72% |
| FSN E-Commerce Ventures Ltd | Consumer Cyclical | E | 2.60% |
| Bharti Airtel Ltd | Communication Services | E | 2.58% |
| Amber Enterprises India Ltd Ordinary Shares | Consumer Cyclical | E | 2.54% |
| Affle 3i Ltd | Communication Services | E | 2.52% |
| UltraTech Cement Ltd | Basic Materials | E | 2.51% |
| ICICI Bank Ltd | Financial Services | E | 2.50% |
| Multi Commodity Exchange of India Ltd | Financial Services | E | 2.47% |
| Five-Star Business Finance Ltd | Financial Services | E | 2.45% |
| Delhivery Ltd | Industrials | E | 2.44% |
| Angel One Ltd Ordinary Shares | Financial Services | E | 2.38% |
| Varun Beverages Ltd | Consumer Defensive | E | 2.13% |
| Polycab India Ltd | Industrials | E | 2.08% |
| Hindustan Petroleum Corp Ltd | Energy | E | 2.06% |
| Axis Bank Ltd | Financial Services | E | 2.00% |
| Torrent Power Ltd | Utilities | E | 1.99% |
| JSW Energy Ltd | Utilities | E | 1.99% |
| Prestige Estates Projects Ltd | Real Estate | E | 1.87% |
| IDFC First Bank Ltd | Financial Services | E | 1.85% |
| Coforge Ltd | Technology | E | 1.81% |
| Jubilant Foodworks Ltd | Consumer Cyclical | E | 1.77% |
| Phoenix Mills Ltd | Real Estate | E | 1.77% |
| Cummins India Ltd | Industrials | E | 1.76% |
| Mahindra & Mahindra Ltd | Consumer Cyclical | E | 1.65% |
| Kirloskar Oil Engines Ltd | Industrials | E | 1.61% |
| Fortis Healthcare Ltd | Healthcare | E | 1.54% |
| UNO Minda Ltd | Consumer Cyclical | E | 1.52% |
| Bank of Baroda | Financial Services | E | 1.50% |
| Max Financial Services Ltd | Financial Services | E | 1.45% |
| JK Cement Ltd | Basic Materials | E | 1.30% |
| Gland Pharma Ltd | Healthcare | E | 1.20% |
| MTAR Technologies Ltd | Industrials | E | 1.08% |
| TD Power Systems Ltd | Industrials | E | 1.01% |
| Alkem Laboratories Ltd | Healthcare | E | 1.01% |
| Ujjivan Small Finance Bank Ltd Ordinary Shares | Financial Services | E | 1.00% |
| Kalyan Jewellers India Ltd | Consumer Cyclical | E | 0.93% |
| Marico Ltd | Consumer Defensive | E | 0.83% |
| Rategain Travel Technologies Ltd | Technology | E | 0.78% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Cyclical | E | 0.25% |
| ICICI Prudential Asset Management Co Ltd | Financial Services | E | 0.20% |
| Neuland Laboratories Ltd | Healthcare | E | 0.05% |
| Indegene Ltd | Healthcare | E | 0.04% |
| Persistent Systems Ltd | Technology | E | 0.0146% |
| Margin Money For Derivatives | - | CA | 2.66% |
| Cash And Other Net Current Assets | - | CA | 2.59% |
| Treps | - | CR | 2.00% |
| HDFC Bank Ltd | - | E | - |
| TVS Motor Co Ltd | - | E | - |
| Infosys Ltd | - | E | - |
| Reliance Industries Ltd | - | E | - |
| Jindal Steel Ltd | - | E | - |
| Kotak Mahindra Bank Ltd | - | E | - |
| Mahindra & Mahindra Financial Services Ltd | - | E | - |
| Tata Motors Ltd | - | E | - |
| Coromandel International Ltd | - | E | - |
| Dr. Lal PathLabs Ltd | - | E | - |
| Bharti Hexacom Ltd | - | E | - |
| Schaeffler India Ltd | - | E | - |
| Sundaram Liquid Dir Gr | - | FO | - |
| Devyani International Ltd | - | E | - |
Sector Holding Analysis
Equity / Debt / Cash Split
Loading chart…
Equity
92.76%
Cash
7.24%
Equity sector allocation
Loading chart…
Basic Materials
6.97%
Communication Services
5.11%
Consumer Cyclical
14.25%
Consumer Defensive
5.96%
Energy
2.06%
Financial Services
25.31%
Healthcare
3.84%
Industrials
15.7%
Real Estate
3.64%
Technology
5.94%
Utilities
3.98%
Others
7.24%
Fund House Contact Details
Websitewww.sundarammutual.com
Phone+91 44 28583362/3367
Sundaram Asset Management Company Ltd
Asset Management Company
Funds in this Category
Nippon India Taiwan Equity Reg Gr
Equity
Min. Investment
₹500
Category Returns
32.09%
63.78%
3Y Returns
+63.78%
Mirae Asset NYSE FANG+ ETF FoF Reg Gr
Equity
Min. Investment
₹5000
Category Returns
32.09%
63.78%
3Y Returns
+48.34%
DSP Wld Gld Mng Ovrs Eq Omni FoF Gr
Equity
Min. Investment
₹100
Category Returns
32.09%
63.78%
3Y Returns
+45.98%
About Sundaram large and Mid Cap IDCW-R
Investment Objective of the Scheme
To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
Key Features of The Fund
5-year return
+13.06%
Fund Manager
Madanagopal Ramu
Risk Profile
Very High Risk
Expense Ratio
1.81%
Fund Size
₹6574.82 Cr
FAQ's
What has been the returns generated by Sundaram large and Mid Cap IDCW-R over different time periods?
The Sundaram large and Mid Cap IDCW-R has given returns
1-Year
1.49
3-Year
13.99
5-Year
13.06
What is the expense ratio of Sundaram large and Mid Cap IDCW-R?
The expense ratio of Sundaram large and Mid Cap IDCW-R is 1.81%.
What is the AUM (Assets Under Management) of Sundaram large and Mid Cap IDCW-R?
The AUM, short for Assets Under Management of Sundaram large and Mid Cap IDCW-R is ₹6574.82 Cr as of 23 Jun 4053.
What are the top stock holdings of Sundaram large and Mid Cap IDCW-R?
The Sundaram large and Mid Cap IDCW-R has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| Shriram Finance Ltd | 3.86% |
| State Bank of India | 3.66% |
| Oracle Financial Services Software Ltd | 3.33% |
| National Aluminium Co Ltd | 3.16% |
| Radico Khaitan Ltd | 3.00% |
| Larsen & Toubro Ltd | 3.00% |
| Eternal Ltd | 2.99% |
| InterGlobe Aviation Ltd | 2.72% |
| FSN E-Commerce Ventures Ltd | 2.60% |
| Bharti Airtel Ltd | 2.58% |
| Amber Enterprises India Ltd Ordinary Shares | 2.54% |
| Affle 3i Ltd | 2.52% |
| UltraTech Cement Ltd | 2.51% |
| ICICI Bank Ltd | 2.50% |
| Multi Commodity Exchange of India Ltd | 2.47% |
| Five-Star Business Finance Ltd | 2.45% |
| Delhivery Ltd | 2.44% |
| Angel One Ltd Ordinary Shares | 2.38% |
| Varun Beverages Ltd | 2.13% |
| Polycab India Ltd | 2.08% |
| Hindustan Petroleum Corp Ltd | 2.06% |
| Axis Bank Ltd | 2.00% |
| Torrent Power Ltd | 1.99% |
| JSW Energy Ltd | 1.99% |
| Prestige Estates Projects Ltd | 1.87% |
| IDFC First Bank Ltd | 1.85% |
| Coforge Ltd | 1.81% |
| Jubilant Foodworks Ltd | 1.77% |
| Phoenix Mills Ltd | 1.77% |
| Cummins India Ltd | 1.76% |
| Mahindra & Mahindra Ltd | 1.65% |
| Kirloskar Oil Engines Ltd | 1.61% |
| Fortis Healthcare Ltd | 1.54% |
| UNO Minda Ltd | 1.52% |
| Bank of Baroda | 1.50% |
| Max Financial Services Ltd | 1.45% |
| JK Cement Ltd | 1.30% |
| Gland Pharma Ltd | 1.20% |
| MTAR Technologies Ltd | 1.08% |
| TD Power Systems Ltd | 1.01% |
| Alkem Laboratories Ltd | 1.01% |
| Ujjivan Small Finance Bank Ltd Ordinary Shares | 1.00% |
| Kalyan Jewellers India Ltd | 0.93% |
| Marico Ltd | 0.83% |
| Rategain Travel Technologies Ltd | 0.78% |
| ZF Commercial Vehicle Control Systems India Ltd | 0.25% |
| ICICI Prudential Asset Management Co Ltd | 0.20% |
| Neuland Laboratories Ltd | 0.05% |
| Indegene Ltd | 0.04% |
| Persistent Systems Ltd | 0.01% |
| Margin Money For Derivatives | 2.66% |
| Cash And Other Net Current Assets | 2.59% |
| Treps | 2.00% |
| HDFC Bank Ltd | - |
| TVS Motor Co Ltd | - |
| Infosys Ltd | - |
| Reliance Industries Ltd | - |
| Jindal Steel Ltd | - |
| Kotak Mahindra Bank Ltd | - |
| Mahindra & Mahindra Financial Services Ltd | - |
| Tata Motors Ltd | - |
| Coromandel International Ltd | - |
| Dr. Lal PathLabs Ltd | - |
| Bharti Hexacom Ltd | - |
| Schaeffler India Ltd | - |
| Sundaram Liquid Dir Gr | - |
| Devyani International Ltd | - |
In which sectors has Sundaram large and Mid Cap IDCW-R invested in?
The Sundaram large and Mid Cap IDCW-R has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | 6.97% |
| Communication Services | 5.11% |
| Consumer Cyclical | 14.25% |
| Consumer Defensive | 5.96% |
| Energy | 2.06% |
| Financial Services | 25.31% |
| Healthcare | 3.84% |
| Industrials | 15.70% |
| Real Estate | 3.64% |
| Technology | 5.94% |
| Utilities | 3.98% |
What is the risk level of Sundaram large and Mid Cap IDCW-R?
This is a Large & Mid-Cap fund comes with Very High Risk.
Who are the fund managers of Sundaram large and Mid Cap IDCW-R?
Sundaram large and Mid Cap IDCW-R fund managers are Madanagopal Ramu, Shalav Saket.
Is there a minimum SIP amount to invest in Sundaram large and Mid Cap IDCW-R?
The minimum SIP amount to start investment in Sundaram large and Mid Cap IDCW-R is ₹100 while ₹1,000 can be invested as Lumpsum amount.
Can I invest in Sundaram large and Mid Cap IDCW-R both in SIP and lump sum?
You can opt for either SIP or Lumpsum to invest in Sundaram large and Mid Cap IDCW-R on the basis of your investment objective and risk tolerance.
How to invest in Sundaram large and Mid Cap IDCW-R?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in Sundaram large and Mid Cap IDCW-R:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of Sundaram large and Mid Cap IDCW-R.
- Choose between SIP or Lumpsum and start your mutual fund investment journey on HDFC Sky.
Is there any exit load charges of Sundaram large and Mid Cap IDCW-R?
The exit load of Sundaram large and Mid Cap IDCW-R is as follows:
Exit load of 1.0%, if redeemed within 1 year
.What is the process to redeem my investment in HDFC SKY?
The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
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