Sundaram Large and Mid Cap Fund Direct Growth

Equity
Large & MidCap
Very High Risk
13.73%
3Y annualised
-1.30% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 10 Jan 2025₹91.83
Min. SIP amount₹100
Rating2
Fund size₹7,257.73Cr

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 returns17.9%13.7%20.1%18.5%
Category average16.3%15.2%19.9%NA
Rank with in category162218NA
Understand terms

Holdings (78)

NameSectorInstrumentAssets
FinancialEquity5.04%
FinancialEquity4.18%
EnergyEquity2.99%
ServicesEquity2.81%
FinancialEquity2.79%
TechnologyEquity2.61%
ConstructionEquity2.23%
Sundaram Liquid Direct-Growth
NAMutual Fund2.17%
CommunicationEquity2.12%
AutomobileEquity1.85%
TechnologyEquity1.77%
ServicesEquity1.67%
FinancialEquity1.64%
TechnologyEquity1.64%
FinancialEquity1.62%
HealthcareEquity1.60%
HealthcareEquity1.54%
ConstructionEquity1.54%
Consumer StaplesEquity1.52%
EnergyEquity1.46%
Consumer DiscretionaryEquity1.40%
ServicesEquity1.38%
ServicesEquity1.34%
FinancialEquity1.32%
ServicesEquity1.29%
Metals & MiningEquity1.28%
FinancialEquity1.28%
TechnologyEquity1.27%
Capital GoodsEquity1.27%
HealthcareEquity1.24%
HealthcareEquity1.22%
AutomobileEquity1.22%
ConstructionEquity1.21%
Consumer StaplesEquity1.20%
AutomobileEquity1.14%
Consumer StaplesEquity1.06%
CommunicationEquity1.06%
ChemicalsEquity1.02%
HealthcareEquity1.00%
Capital GoodsEquity1.00%
EnergyEquity0.99%
HealthcareEquity0.99%
Capital GoodsEquity0.98%
FinancialEquity0.98%
AutomobileEquity0.94%
AutomobileEquity0.92%
ConstructionEquity0.92%
Capital GoodsEquity0.91%
Capital GoodsEquity0.91%
TechnologyEquity0.90%
Consumer StaplesEquity0.89%
Capital GoodsEquity0.89%
ConstructionEquity0.88%
Consumer DiscretionaryEquity0.87%
Consumer StaplesEquity0.87%
Capital GoodsEquity0.86%
EnergyEquity0.85%
FinancialEquity0.85%
Consumer StaplesEquity0.84%
FinancialEquity0.82%
Capital GoodsEquity0.82%
HealthcareEquity0.78%
ServicesEquity0.77%
HealthcareEquity0.76%
Consumer StaplesEquity0.76%
AutomobileEquity0.72%
AutomobileEquity0.71%
Consumer DiscretionaryEquity0.69%
ServicesEquity0.68%
ConstructionEquity0.60%
EnergyEquity0.51%
EnergyEquity0.50%
FinancialEquity0.47%
ConstructionEquity0.45%
EnergyEquity0.39%
FinancialEquity0.28%
Capital GoodsEquity0.25%
ServicesEquity0.16%
See All

Pros and cons

Category: Equity Large & MidCap

Pros

1Y, 5Y and 10Y annualised returns higher than category average
Lower expense ratio: 0.74%

Cons

3Y annualised returns lower than category average by 1.43%
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.74%

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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