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NAV: 18 Sep 2025
₹97.92
Rating
2
Min. SIP amount
₹100
Fund size
₹6,650.71Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (69)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 5.44% |
Reliance Industries Ltd. | Energy | Equity | 4.10% |
ICICI Bank Ltd. | Financial | Equity | 3.78% |
State Bank of India | Financial | Equity | 2.87% |
Bharti Airtel Ltd. | Communication | Equity | 2.56% |
UNO Minda Ltd. | Automobile | Equity | 2.21% |
Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 2.19% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 2.06% |
Infosys Ltd. | Technology | Equity | 1.99% |
Axis Bank Ltd. | Financial | Equity | 1.96% |
Larsen & Toubro Ltd. | Construction | Equity | 1.90% |
Cummins India Ltd. | Capital Goods | Equity | 1.87% |
Marico Ltd. | Consumer Staples | Equity | 1.86% |
Alkem Laboratories Ltd. | Healthcare | Equity | 1.85% |
Jubilant FoodWorks Ltd. | Services | Equity | 1.82% |
Fortis Healthcare Ltd. | Healthcare | Equity | 1.78% |
Ultratech Cement Ltd. | Construction | Equity | 1.76% |
JK Cement Ltd. | Construction | Equity | 1.72% |
Prestige Estates Projects Ltd. | Construction | Equity | 1.62% |
Dr. Lal Pathlabs Ltd. | Healthcare | Equity | 1.59% |
Bharti Hexacom Ltd. | Communication | Equity | 1.53% |
Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 1.53% |
Jindal Steel Ltd. | Metals & Mining | Equity | 1.50% |
Bajaj Finance Ltd. | Financial | Equity | 1.45% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 1.44% |
Bank Of Baroda | Financial | Equity | 1.44% |
United Breweries Ltd. | Consumer Staples | Equity | 1.39% |
Mankind Pharma Ltd. | Healthcare | Equity | 1.37% |
Grasim Industries Ltd. | Construction | Equity | 1.34% |
Polycab India Ltd. | Capital Goods | Equity | 1.33% |
FSN E-Commerce Ventures Ltd. | Services | Equity | 1.32% |
Hindustan Aeronautics Ltd. | Capital Goods | Equity | 1.30% |
Hindustan Petroleum Corporation Ltd. | Energy | Equity | 1.30% |
Lupin Ltd. | Healthcare | Equity | 1.28% |
The Federal Bank Ltd. | Financial | Equity | 1.28% |
Multi Commodity Exchange Of India Ltd. | Services | Equity | 1.28% |
Max Financial Services Ltd. | Financial | Equity | 1.26% |
PI Industries Ltd. | Chemicals | Equity | 1.25% |
Affle 3I Ltd. | Technology | Equity | 1.23% |
Persistent Systems Ltd. | Technology | Equity | 1.20% |
Eternal Ltd. | Services | Equity | 1.18% |
Max Healthcare Institute Ltd. | Healthcare | Equity | 1.11% |
The Indian Hotels Company Ltd. | Services | Equity | 1.05% |
Sundaram Low Duration Fund Direct-Growth | NA | Mutual Fund | 1.05% |
Bharat Petroleum Corporation Ltd. | Energy | Equity | 1.02% |
The Phoenix Mills Ltd. | Construction | Equity | 1.02% |
NTPC Ltd. | Energy | Equity | 0.99% |
Coromandel International Ltd. | Chemicals | Equity | 0.97% |
Schaeffler India Ltd. | Capital Goods | Equity | 0.96% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.96% |
Emami Ltd. | Consumer Staples | Equity | 0.94% |
Varun Beverages Ltd. | Consumer Staples | Equity | 0.92% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.91% |
Apollo Tyres Ltd. | Automobile | Equity | 0.90% |
Tata Power Company Ltd. | Energy | Equity | 0.90% |
Delhivery Ltd. | Services | Equity | 0.88% |
Motilal Oswal Financial Services Ltd. | Financial | Equity | 0.82% |
Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 0.81% |
Torrent Power Ltd. | Energy | Equity | 0.78% |
JSW Infrastructure Ltd. | Services | Equity | 0.76% |
Devyani International Ltd. | Services | Equity | 0.76% |
ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 0.76% |
SKF India Ltd. | Capital Goods | Equity | 0.67% |
Indus Towers Ltd. | Communication | Equity | 0.66% |
Coforge Ltd. | Technology | Equity | 0.64% |
Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 0.63% |
Procter & Gamble Hygiene and Health Care Ltd. | Consumer Staples | Equity | 0.58% |
Ola Electric Mobility Ltd. | Automobile | Equity | 0.43% |
Gland Pharma Ltd. | Healthcare | Equity | 0.28% |
See All
Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Returns and rankings
Category: Equity Large & MidCap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 0.2% | 16.9% | 21.9% | 18.0% |
| Category average | -6.1% | 17.7% | 21.8% | NA |
| Rank with in category | 15 | 28 | 19 | NA |
Understand terms
Peer Comparison
| Equity, Large & MidCap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Motilal Oswal Large and Midcap Fund Direct Growth | 5 | 5.5% | 29.7% | 12,628.20 |
Bandhan Large & Mid Cap Fund Direct Growth | 5 | 0.9% | 25.8% | 10,230.75 |
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth | 5 | 4.1% | 22.9% | 23,697.82 |
Nippon India Vision Large & Mid Cap Direct Growth | 4 | 2.6% | 21.9% | 6,176.73 |
SBI Large & Midcap Fund Direct Plan Growth | 4 | 2.7% | 18.5% | 33,248.12 |
Expense ratio, exit load and tax
Expense ratio: 0.77%
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
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Understand terms
Check past data
Fund management
Bharath S.Jul 2024 - PresentView details
Bharath S.
Jul 2024 - Present
View details
Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Also manages these schemes
Ashish AggarwalJan 2022 - PresentView details
Ashish Aggarwal
Jan 2022 - Present
View details
Education
Mr. Aggarwal has done BE, PGPM
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, IL&FS Investsmart, Tata Securities and Antique Stock Broking.
Also manages these schemes
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
NAWebsite
www.sundarammutual.com
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,
Email
[email protected]Website
www.karvymfs.comPros and cons
Category: Equity Large & MidCap
Pros
1Y and 10Y annualised returns higher than category average
Lower expense ratio: 0.77%
Cons
3Y and 5Y annualised returns lower than category average
Low rating: 2
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Sundaram Large and Mid Cap Fund Direct Growth
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