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NAV: 29 Oct 2025
₹100.35
Rating
2
Min. SIP amount
₹100
Fund size
₹6,740.02Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (68)
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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 | 5.8% | 18.5% | 22.7% | 18.1% |
| Category average | 0.6% | 18.2% | 22.3% | NA |
| Rank with in category | 20 | 21 | 15 | NA |
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Peer Comparison
| Equity, Large & MidCap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Motilal Oswal Large and Midcap Fund Direct Growth | 5 | 9.4% | 30.0% | 13,777.98 |
Bandhan Large & Mid Cap Fund Direct Growth | 5 | 9.6% | 25.9% | 10,817.90 |
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth | 5 | 11.4% | 23.2% | 24,424.21 |
Nippon India Vision Large & Mid Cap Direct Growth | 4 | 7.6% | 22.2% | 6,395.34 |
SBI Large & Midcap Fund Direct Plan Growth | 4 | 8.3% | 18.1% | 34,065.48 |
Expense ratio, exit load and tax
Expense ratio: 0.76%
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%.
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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
Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
Lower expense ratio: 0.76%
Cons
Low rating: 2
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Sundaram Large and Mid Cap Fund Direct Growth
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