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Sundaram Large and Mid Cap Fund Direct Growth
+16.27%
3Y annualised
-1.34% 1D
NAV: 30 Apr '26
₹94.74
Min. for SIP
₹100
Fund size (AUM)
₹6,030.80 Cr
Expense ratio
1.29%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,363 | +0.60% | |
| 3 years | ₹1,80,000 | ₹2,03,872 | +13.26% | |
| 5 years | ₹3,00,000 | ₹4,03,348 | +34.45% | |
| 10 years | ₹6,00,000 | ₹12,86,401 | +114.40% |
Holdings (55)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 3.72% |
| State Bank of India | Financial | Equity | 3.66% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.16% |
| Eternal Ltd. | Services | Equity | 3.02% |
| Bharti Airtel Ltd. | Communication | Equity | 2.66% |
| ICICI Bank Ltd. | Financial | Equity | 2.60% |
| TVS Motor Company Ltd. | Automobile | Equity | 2.59% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 2.58% |
| Ultratech Cement Ltd. | Construction | Equity | 2.54% |
| Polycab India Ltd. | Capital Goods | Equity | 2.51% |
| Infosys Ltd. | Technology | Equity | 2.49% |
| Reliance Industries Ltd. | Energy | Equity | 2.47% |
| Shriram Finance Ltd | Financial | Equity | 2.46% |
| Delhivery Ltd. | Services | Equity | 2.38% |
| National Aluminium Company Ltd. | Metals & Mining | Equity | 2.36% |
| Interglobe Aviation Ltd. | Services | Equity | 2.24% |
| Alkem Laboratories Ltd. | Healthcare | Equity | 2.20% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 2.17% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 2.16% |
| Axis Bank Ltd. | Financial | Equity | 2.14% |
| Cummins India Ltd. | Capital Goods | Equity | 2.13% |
| Radico Khaitan Ltd. | Consumer Staples | Equity | 2.12% |
| JK Cement Ltd. | Construction | Equity | 2.05% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.96% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 1.88% |
| Bank Of Baroda | Financial | Equity | 1.81% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.71% |
| Tata Motors Ltd. | Automobile | Equity | 1.68% |
| The Phoenix Mills Ltd. | Construction | Equity | 1.65% |
| Prestige Estates Projects Ltd. | Construction | Equity | 1.63% |
| Coromandel International Ltd. | Chemicals | Equity | 1.54% |
| UNO Minda Ltd. | Automobile | Equity | 1.54% |
| Persistent Systems Ltd. | Technology | Equity | 1.54% |
| Max Financial Services Ltd. | Financial | Equity | 1.48% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.48% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.45% |
| Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 1.38% |
| Dr. Lal Pathlabs Ltd. | Healthcare | Equity | 1.23% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 1.19% |
| Affle 3I Ltd. | Technology | Equity | 1.13% |
| Gland Pharma Ltd. | Healthcare | Equity | 1.10% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 1.05% |
| Coforge Ltd. | Technology | Equity | 1.01% |
| Bharti Hexacom Ltd. | Communication | Equity | 1.00% |
| Schaeffler India Ltd. | Capital Goods | Equity | 1.00% |
| JSW Energy Ltd. | Capital Goods | Equity | 0.98% |
| IDFC First Bank Ltd. | Financial | Equity | 0.97% |
| Torrent Power Ltd. | Energy | Equity | 0.92% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 0.91% |
| Marico Ltd. | Consumer Staples | Equity | 0.85% |
| Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 0.52% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.51% |
| Sundaram Liquid Direct-Growth | -- | Mutual Fund | 0.41% |
| Devyani International Ltd. | Services | Equity | 0.26% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 0.19% |
See All
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +16.3% | +14.8% | +15.9% | +16.8% |
| Category average (Equity Large & MidCap) | +17.5% | +18.0% | +14.7% | -- |
| Rank (Equity Large & MidCap) | 22 | 18 | 10 | -- |
Exit load, stamp duty and tax
Exit load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Motilal Oswal Large and Midcap Fund Direct Growth | +16.81% | +27.05% | 13,995.29 | |
Bandhan Large & Mid Cap Fund Direct Growth | +11.04% | +24.57% | 14,108.57 | |
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth | +5.67% | +20.55% | 27,004.55 | |
Nippon India Vision Large & Mid Cap Direct Growth | +4.46% | +19.99% | 6,299.19 | |
DSP Large & Mid Cap Fund Direct Plan Growth | +3.69% | +19.97% | 15,780.10 | |
| Compare | ||||
Fund management
MRMadanagopal RamuMar 2026 - PresentView details
MR
Madanagopal Ramu
Mar 2026 - Present
View details
SSShalav SaketMar 2026 - PresentView details
SS
Shalav Saket
Mar 2026 - Present
View details
About Sundaram Large and Mid Cap Fund Direct Growth
Sundaram Large and Mid Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Madanagopal Ramu is the Current Fund Manager of Sundaram Large and Mid Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹67,022 Cr and the Latest NAV as of 30 Apr 2026 is ₹94.74.
The Sundaram Large and Mid Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
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Investment Objective
The scheme seeks capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
Fund benchmarkNIFTY Large Midcap 250 Total Return Index
Fund house
Rank (total assets)#17 in India
Total AUM₹67,021.82 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,