Stocks
Invest in Stocks
Invest in stocks, ETFs, IPOs with fast orders. Track returns on your stock holdings and view real-time P&L on your positions.
F&O
Mutual Funds
Invest in Mutual Funds
Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Sundaram Large and Mid Cap Fund Direct Growth
+13.88%
3Y annualised
-1.27% 1D
NAV: 10 Jun '26
₹93.95
Min. for SIP
₹100
Fund size (AUM)
₹6,574.82 Cr
Expense ratio
1.45%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,509 | -0.82% | |
| 3 years | ₹1,80,000 | ₹1,97,610 | +9.78% | |
| 5 years | ₹3,00,000 | ₹3,92,320 | +30.77% | |
| 10 years | ₹6,00,000 | ₹12,52,386 | +108.73% |
Holdings (53)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Shriram Transport Finance Company Ltd | Financial | Equity | 3.86% |
| State Bank of India | Financial | Equity | 3.66% |
| Oracle Financial Services Software Ltd | Technology | Equity | 3.33% |
| National Aluminium Company Ltd | Materials | Equity | 3.16% |
| Radico Khaitan Ltd | Consumer Staples | Equity | 3.00% |
| Larsen & Toubro Ltd | Industrials | Equity | 3.00% |
| Zomato Ltd | Technology | Equity | 2.99% |
| Interglobe Aviation Ltd | Industrials | Equity | 2.72% |
| Others Mrgn Money | Unspecified | Margin Money | 2.66% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 2.60% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 2.59% |
| Bharti Airtel Ltd | Technology | Equity | 2.58% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 2.54% |
| Affle (India) Ltd | Industrials | Equity | 2.52% |
| Ultratech Cement Ltd | Materials | Equity | 2.51% |
| ICICI Bank Ltd | Financial | Equity | 2.50% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 2.47% |
| Five-Star Business Finance Ltd | Financial | Equity | 2.45% |
| Delhivery Ltd | Industrials | Equity | 2.44% |
| Angel One Ltd | Financial | Equity | 2.38% |
| Varun Beverages Ltd | Consumer Staples | Equity | 2.13% |
| Polycab India Ltd | Industrials | Equity | 2.08% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 2.06% |
| Axis Bank Ltd | Financial | Equity | 2.00% |
| Repo | Unspecified | Repo | 2.00% |
| Torrent Power Ltd | Energy & Utilities | Equity | 1.99% |
| JSW Energy Ltd | Energy & Utilities | Equity | 1.99% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 1.87% |
| IDFC First Bank Ltd | Financial | Equity | 1.85% |
| Coforge Ltd | Technology | Equity | 1.81% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 1.77% |
| Phoenix Mills Ltd | Real Estate | Equity | 1.77% |
| Cummins India Ltd | Industrials | Equity | 1.76% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 1.65% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 1.61% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.54% |
| UNO Minda Ltd | Consumer Discretionary | Equity | 1.52% |
| Bank Of Baroda | Financial | Equity | 1.50% |
| Max Financial Services Ltd | Financial | Equity | 1.45% |
| JK Cement Ltd | Materials | Equity | 1.30% |
| Gland Pharma Ltd | Healthcare | Equity | 1.20% |
| MTAR Technologies Ltd | Industrials | Equity | 1.08% |
| TD Power Systems Ltd | Industrials | Equity | 1.01% |
| Alkem Laboratories Ltd | Healthcare | Equity | 1.01% |
| Ujjivan Small Finance Bank Ltd | Financial | Equity | 1.00% |
| Kalyan Jewellers India Ltd | Consumer Discretionary | Equity | 0.93% |
| Marico Ltd | Consumer Staples | Equity | 0.83% |
| RateGain Travel Technologies Ltd | Technology | Equity | 0.78% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | Equity | 0.25% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 0.20% |
| Neuland Laboratories Ltd | Healthcare | Equity | 0.05% |
| Indegene Ltd. | Healthcare | Equity | 0.04% |
| Persistent Systems Ltd | Technology | Equity | 0.01% |
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 | +13.9% | +12.6% | +15.3% | +16.6% |
| Category average (Equity Large & MidCap) | +17.5% | +18.0% | +14.7% | -- |
| Rank (Equity Large & MidCap) | 21 | 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
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%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +2.40% | +24.45% | 16,776.57 | |
 | +1.27% | +21.54% | 16,671.94 | |
 | -2.34% | +17.64% | 30,146.91 | |
 | -1.64% | +17.49% | 7,080.91 | |
 | -2.94% | +17.42% | 17,330.95 | |
| 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 ₹75,524 Cr and the Latest NAV as of 10 Jun 2026 is ₹93.95.
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.
;
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₹75,523.60 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,