
S
Sundaram Large and Mid Cap Fund Direct - Growth
5 Year Absolute Returns
NAV (₹) on 27 Feb 2026
98.6201
1 Day NAV Change (₹)
-1.13803
Morningstar
3
Value Research
About Fund
NAV
NIFTY50
NAV
NIFTY50
Returns Calculator
Based on Annualised Returns
Investment Type
SIP Amount
Investment Period
5Y
₹ 32.73 L
3.50%
₹ 36.98 L
8.00%
₹ 46.69 L
16.43%
Total Investment
₹ 30,00,000
Returns
₹ 16,69,043 (55.63%)
Maturity Value
₹ 46,69,043
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.
Returns Comparison
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*The above returns are absolute.
Historical Returns
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Start SIP with as Low as ₹100.
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Asset Allocation
AUM
₹6,735.29 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
₹ 100.6718
Min. SIP Amount
₹ 100.00
Min. Lumpsum Amount
₹ 100.00
AUM (in Cr.)
₹ 6,735.29
Expense Ratio
0.67%
Lock-in Period
No Lock in Period
52W Low NAV
₹ 81.0712
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
- If Up To 25% Of The Units Are Redeemed Or Withdrawn By Way Of Swp Within 365 Days From The Date Of Allotment. - No Exit Load
- if More Than 25% Of The Units Are Redeemed Or Withdrawn By Way Of Swp Within 365 Days From The Date Of Allotment - Exit Load Of 1% Of The Applicable Nav Will Be Charged.
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
S Bharath
Qualification
B.Com, MBA, ICWA
Name
Ashish Aggarwal
Qualification
BE, PGPM
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
Funds Managed
33
Assets Managed (₹ Cr)
₹ 75,715.44
Contact Details
Registered Address
Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Open NFOs
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View AllFAQs
When was Sundaram Large and Mid Cap Fund launched?
What is the current NAV of Sundaram Large and Mid Cap Fund?
What is the AUM of Sundaram Large and Mid Cap Fund?
What is the rate of return of Sundaram Large and Mid Cap Fund?
- In the past 1Y: 19.44%
- In the past 3Y: 19.50%
- In the past 5Y: 16.43%
What is the expense ratio of Sundaram Large and Mid Cap Fund?
What is exit load of Sundaram Large and Mid Cap Fund?
What is the portfolio of Sundaram Large and Mid Cap Fund?
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Top 3 sectoral holdings include:
How risky is investing in Sundaram Large and Mid Cap Fund?
Who is the fund manager Sundaram Large and Mid Cap Fund?
What is the minimum investment required in Sundaram Large and Mid Cap Fund?
How to invest in Sundaram Large and Mid Cap Fund directly?
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.



