Loading mutual fund details…
Sundaram Large and Midcap Fund Regular Plan - Growth is an equity scheme managed by Sundaram Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 17.35%, with the bottom and top quartiles at 15.38% and 20.40% respectively. It has ranked in the top half of its category for 9 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 9.43% on assets of ₹6,575Cr. The fund is currently managed by Shalav Saket, appointed within the last year.
Lower is better.
This scheme classifies as Large-Growth on the 3x3 equity style box, with 90% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Shriram Finance Limited | Financial Services | 3.86% |
| STATE BANK OF INDIA | Financial Services | 3.66% |
| ORACLE FINANCIAL SERVICES SOFTWARE LIMITED | Technology | 3.33% |
| NATIONAL ALUMINIUM COMPANY LIMITED | Basic Materials | 3.16% |
| LARSEN AND TOUBRO LIMITED | Industrials | 3.00% |
| RADICO KHAITAN LIMITED | Consumer Defensive | 3.00% |
| INTERGLOBE AVIATION LIMITED | Industrials | 2.72% |
| FSN E-COMMERCE VENTURES LIMITED | Consumer Cyclical | 2.60% |
| BHARTI AIRTEL LIMITED | Communication Services | 2.58% |
| AMBER ENTERPRISES INDIA LIMITED | Consumer Cyclical | 2.54% |
| AFFLE (INDIA) LIMITED | Technology | 2.52% |
| ULTRATECH CEMENT LIMITED | Basic Materials | 2.51% |
| ICICI BANK LIMITED | Financial Services | 2.50% |
| FIVE-STAR BUSINESS FINANCE LIMITED | Financial Services | 2.45% |
| DELHIVERY LIMITED | Industrials | 2.44% |
| Varun Beverages Ltd | Consumer Defensive | 2.13% |
| POLYCAB INDIA LIMITED | Industrials | 2.08% |
| HINDUSTAN PETROLEUM CORPORATION LIMITED | Energy | 2.06% |
| AXIS BANK LIMITED | Financial Services | 2.00% |
| TORRENT POWER LIMITED | Utilities | 1.99% |
| JSW ENERGY LIMITED | Utilities | 1.99% |
| PRESTIGE ESTATES PROJECTS LIMITED | Real Estate | 1.87% |
| IDFC FIRST BANK LIMITED | Financial Services | 1.85% |
| THE PHOENIX MILLS LIMITED | Real Estate | 1.77% |
| JUBILANT FOODWORKS LIMITED | Consumer Cyclical | 1.77% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 9 | 12.66% |
| Information Technology | — | 4.23% |
| Capital Goods | — | 3.77% |
| Consumer Services | — | 3.68% |
| Fast Moving Consumer Goods | — | 2.98% |
| Services | — | 2.58% |
| Power | — | 1.99% |
| Healthcare | 5 | 1.92% |
| Construction Materials | — | 1.90% |
| Realty | — | 1.82% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -6.29% | 3.06% | 13.40% | 35.56% | 71.87% | 87.4% |
| 3Y | 10.14% | 15.38% | 17.35% | 20.40% | 26.60% | 100.0% |
| 5Y | 11.66% | 14.57% | 18.52% | 20.73% | 23.82% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 30.4% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 2 data points.
| 5Y |
|---|
| Star |
|---|