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Mutual FundsSundaram Large and Mid Cap Fund Direct - GrowthS
Sundaram Large and Mid Cap Fund Direct - Growth
93.85%
5 Year Absolute Returns3Morning Star
2Value Research
S
Sundaram Large and Mid Cap Fund Direct - Growth
93.85%5 Year Absolute Returns
5 Year Absolute Returnsas on 20 Jul 2026
3Morning Star
2Value Research
Sundaram Large and Mid Cap Fund Direct - Growth is a Equity mutual fund scheme launched on 01 Jan 2013. Investors can begin their investment journey with a minimum SIP of ₹100 or a lumpsum investment of ₹100. The fund manages total assets worth ₹6,990.73 crores, and the current NAV stands at ₹102.9704 as of 20 Jul 2026. The fund has delivered absolute returns of 6.72% in the past 1 year. For the last 3 years the fund has delivered a CAGR of 15.30%. For 5 years it has given a CAGR of 14.15%. The expense ratio of the fund is 0.77%.
NAV ₹ 102.9704 (+0.05%)
CAGR 14.15%
NAV
NIFTY50
NAV
NIFTY50
Returns Calculator
basis annualised returns
Investment Type
SIP Amount
Investment Period
5Y
₹ 32.73 L
3.50%
₹ 36.98 L
8.00%
₹ 43.78 L
14.15%
Savings Account
Regular Funds
This Fund on Dhan
Total Investment
₹ 30,00,000
Returns
₹ 13,78,374 (14.15%)
Maturity Value
₹ 43,78,374
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Direct vs Regular Returns
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Returns vs Category
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*The above returns are absolute
Returns Vs Nifty 50
Historical Returns
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Start SIP with as Low as ₹100.
Historical NAV
Sorry, No Data Available at this Moment!
Asset Allocation
AUM
₹ 6,990.73 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Asset Allocation
AUM
₹6,990.73 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
Sorry, No Data Available at this Moment!
Stock Holdings
Sorry, No Data Available at this Moment!
Fund Comparison
Fund Details
52W High NAV
₹ NaN
Min. SIP Amount
₹ 100.00
Min. Lumpsum Amount
₹ 100.00
AUM (in Cr.)
₹ 6,990.73
Expense Ratio
0.77%
Lock-in Period
No Lock in Period
52W Low NAV
₹ NaN
Inception Date
01 Jan 2013
Fund Age
13 Yrs
Benchmark
Nifty LargeMidcap 250 TRI
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Tax Implication
- If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%
Fund Managers
| Name | Qualification |
|---|---|
| Madanagopal Ramu | MBA from Bharatidasan Institute of Management. He is also an Associate CWA. |
| Ashish Aggarwal | BE, PGPM |
| Shalav Saket | NA |
Fund Objective
To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
Risk-O-Meter
Investors understand that their principal will be at
Very High Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Sundaram Mutual Fund
No. of Schemes
33
Total AUM
₹ 76,654.44 Cr
Contact Details
Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Contact Details
044-2858 3362/3367Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Open NFOs
Sorry, No Data Available at this Moment!
FAQs
When was Sundaram Large and Mid Cap Fund launched?
Sundaram Large and Mid Cap Fund was launched on 01 Jan 2013.
What is the current NAV of Sundaram Large and Mid Cap Fund?
The current NAV of Sundaram Large and Mid Cap Fund is ₹102.9704 as of 20 Jul 2026.
What is the AUM of Sundaram Large and Mid Cap Fund?
The latest value of AUM of Sundaram Large and Mid Cap Fund is ₹6,990.73 crores as of 20 Jul 2026.
What is the rate of return of Sundaram Large and Mid Cap Fund?
The return on investment of Sundaram Large and Mid Cap Fund is:
- In the past 1Y: 6.72%
- In the past 3Y: 15.30%
- In the past 5Y: 14.15%
What is the expense ratio of Sundaram Large and Mid Cap Fund?
The expense ratio of Sundaram Large and Mid Cap Fund is 0.77%.
What is exit load of Sundaram Large and Mid Cap Fund?
The exit load of Sundaram Large and Mid Cap Fund is as follows:
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
What is the portfolio of Sundaram Large and Mid Cap Fund?
The portfolio of Sundaram Large and Mid Cap Fund includes:
Top 3 sectoral holdings include:
No data to show right now!
Top 3 sectoral holdings include:
How risky is investing in Sundaram Large and Mid Cap Fund?
On the risk scale of Low, Moderately Low, Moderate, Moderately High, High and Very High, the risk-o-meter of Sundaram Large and Mid Cap Fund is Very High.
Who is the fund manager Sundaram Large and Mid Cap Fund?
The fund manager of Sundaram Large and Mid Cap Fund is Madanagopal Ramu, Ashish Aggarwal, Shalav Saket.
What is the minimum investment required in Sundaram Large and Mid Cap Fund?
If you wish to invest in Sundaram Large and Mid Cap Fund, the minimum SIP amount is ₹100 and Lumpsum is ₹100.
How to invest in Sundaram Large and Mid Cap Fund directly?
You can easily invest in mutual funds at 0% commission on Dhan. Here's how you can directly invest in Sundaram Large and Mid Cap Fund:
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.
