Sundaram Large and Mid Cap Fund Direct Growth

Equity
Large & MidCap
Very High Risk
13.23%
3Y annualised
-0.19% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Feb 2025₹84.52
Min. SIP amount₹100
Rating2
Fund size₹6,470.35Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns5.9%13.2%17.4%17.5%
Category average1.2%14.5%17.7%NA
Rank with in category172517NA
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Holdings (77)

NameSectorInstrumentAssets
FinancialEquity5.09%
FinancialEquity4.31%
EnergyEquity3.93%
TechnologyEquity2.91%
FinancialEquity2.75%
ServicesEquity2.36%
ConstructionEquity2.29%
CommunicationEquity2.26%
FinancialEquity2.00%
ServicesEquity1.82%
HealthcareEquity1.80%
AutomobileEquity1.78%
TechnologyEquity1.68%
HealthcareEquity1.65%
Consumer StaplesEquity1.63%
HealthcareEquity1.62%
Consumer DiscretionaryEquity1.61%
ConstructionEquity1.60%
FinancialEquity1.52%
TechnologyEquity1.51%
ConstructionEquity1.48%
ServicesEquity1.48%
TechnologyEquity1.40%
EnergyEquity1.39%
FinancialEquity1.35%
ServicesEquity1.33%
Consumer StaplesEquity1.27%
EnergyEquity1.25%
Consumer StaplesEquity1.18%
HealthcareEquity1.16%
AutomobileEquity1.13%
AutomobileEquity1.12%
Capital GoodsEquity1.12%
HealthcareEquity1.08%
Consumer StaplesEquity1.07%
ServicesEquity1.06%
HealthcareEquity1.05%
CommunicationEquity1.05%
FinancialEquity1.04%
FinancialEquity1.03%
ChemicalsEquity1.00%
TechnologyEquity0.96%
Capital GoodsEquity0.95%
Consumer StaplesEquity0.95%
Capital GoodsEquity0.94%
ConstructionEquity0.93%
AutomobileEquity0.89%
HealthcareEquity0.88%
Capital GoodsEquity0.88%
FinancialEquity0.86%
ConstructionEquity0.86%
Capital GoodsEquity0.85%
EnergyEquity0.85%
FinancialEquity0.84%
Capital GoodsEquity0.84%
ConstructionEquity0.82%
AutomobileEquity0.80%
Consumer DiscretionaryEquity0.79%
Capital GoodsEquity0.77%
FinancialEquity0.76%
ServicesEquity0.75%
HealthcareEquity0.68%
ServicesEquity0.67%
AutomobileEquity0.65%
ConstructionEquity0.65%
Consumer DiscretionaryEquity0.65%
AutomobileEquity0.62%
ConstructionEquity0.62%
Capital GoodsEquity0.61%
EnergyEquity0.54%
ConstructionEquity0.53%
EnergyEquity0.50%
EnergyEquity0.46%
InsuranceEquity0.40%
FinancialEquity0.26%
ConstructionEquity0.23%
ServicesEquity0.11%
See All

Pros and cons

Category: Equity Large & MidCap

Pros

1Y and 10Y annualised returns higher than category average
Lower expense ratio: 0.88%

Cons

3Y and 5Y annualised returns lower than category average
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.88%

Inclusive of GST

Exit load

For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Bharath S.
Jul 2024 - Present
View details

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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