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Sundaram Large and Mid Cap Fund Direct Growth
+14.87%
3Y annualised
+0.05% 1D
NAV: 20 Jul '26
₹102.97
Min. for SIP
₹100
Fund size (AUM)
₹6,990.73 Cr
Expense ratio
1.48%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹63,686 | +6.14% | |
| 3 years | ₹1,80,000 | ₹2,10,269 | +16.82% | |
| 5 years | ₹3,00,000 | ₹4,17,743 | +39.25% | |
| 10 years | ₹6,00,000 | ₹13,32,761 | +122.13% |
Holdings (45)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Radico Khaitan Ltd | Consumer Staples | Equity | 4.78% |
| Oracle Financial Services Software Ltd | Technology | Equity | 4.23% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 4.03% |
| MTAR Technologies Ltd | Industrials | Equity | 3.61% |
| TD Power Systems Ltd | Industrials | Equity | 3.31% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 3.29% |
| Five-Star Business Finance Ltd | Financial | Equity | 3.27% |
| Interglobe Aviation Ltd | Industrials | Equity | 3.20% |
| National Aluminium Company Ltd | Materials | Equity | 3.02% |
| Zomato Ltd | Technology | Equity | 3.01% |
| Cummins India Ltd | Industrials | Equity | 3.00% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 2.97% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.91% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 2.87% |
| Kalyan Jewellers India Ltd | Consumer Discretionary | Equity | 2.82% |
| Coforge Ltd | Technology | Equity | 2.72% |
| ICICI Bank Ltd | Financial | Equity | 2.56% |
| RateGain Travel Technologies Ltd | Technology | Equity | 2.51% |
| Polycab India Ltd | Industrials | Equity | 2.40% |
| Angel One Ltd | Financial | Equity | 2.40% |
| Bharti Airtel Ltd | Technology | Equity | 2.38% |
| Affle (India) Ltd | Industrials | Equity | 2.37% |
| Delhivery Ltd | Industrials | Equity | 2.32% |
| Ujjivan Small Finance Bank Ltd | Financial | Equity | 2.31% |
| Ultratech Cement Ltd | Materials | Equity | 2.29% |
| State Bank of India | Financial | Equity | 2.26% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 2.04% |
| IDFC First Bank Ltd | Financial | Equity | 1.98% |
| Varun Beverages Ltd | Consumer Staples | Equity | 1.98% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 1.95% |
| Phoenix Mills Ltd | Real Estate | Equity | 1.84% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 1.54% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.51% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 1.48% |
| Bank Of Baroda | Financial | Equity | 1.46% |
| UNO Minda Ltd | Consumer Discretionary | Equity | 1.40% |
| Max Financial Services Ltd | Financial | Equity | 1.36% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 1.35% |
| S.J.S Enterprises Ltd | Consumer Discretionary | Equity | 1.18% |
| Alkem Laboratories Ltd | Healthcare | Equity | 0.98% |
| JK Cement Ltd | Materials | Equity | 0.95% |
| Repo | Unspecified | Repo | 0.23% |
| Neuland Laboratories Ltd | Healthcare | Equity | 0.06% |
| Persistent Systems Ltd | Technology | Equity | 0.01% |
| Net Payables | Unspecified | Net Payables | -0.12% |
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 | +14.9% | +14.1% | +15.6% | +17.3% |
| Category average (Equity Large & MidCap) | +17.5% | +18.0% | +14.7% | -- |
| Rank (Equity Large & MidCap) | 17 | 17 | 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) | |
|---|---|---|---|---|
 | +7.56% | +22.98% | 18,413.16 | |
 | +5.53% | +19.96% | 18,783.25 | |
 | +4.22% | +17.51% | 30,971.14 | |
 | +2.92% | +16.77% | 7,459.12 | |
 | +1.74% | +16.38% | 17,905.88 | |
| 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 ₹76,991 Cr and the Latest NAV as of 20 Jul 2026 is ₹102.97.
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₹76,991.28 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,