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Sundaram Large and Mid Cap Fund Direct Growth
+13.40%
3Y annualised
+1.18% 1D
NAV: 29 Oct '26
₹98.12
Min. for SIP
₹100
Fund size (AUM)
₹7,131.29 Cr
Expense ratio
1.29%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,708 | -0.49% | |
| 3 years | ₹1,80,000 | ₹1,93,364 | +7.42% | |
| 5 years | ₹3,00,000 | ₹3,85,868 | +28.62% | |
| 10 years | ₹6,00,000 | ₹12,22,554 | +103.76% |
Holdings (39)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Radico Khaitan Ltd | Consumer Staples | Equity | 5.19% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 4.67% |
| Zomato Ltd | Technology | Equity | 4.11% |
| MTAR Technologies Ltd | Industrials | Equity | 3.84% |
| One 97 Communications Ltd | Industrials | Equity | 3.73% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 3.73% |
| Kalyan Jewellers India Ltd | Consumer Discretionary | Equity | 3.41% |
| Five-Star Business Finance Ltd | Financial | Equity | 3.28% |
| TD Power Systems Ltd | Industrials | Equity | 3.27% |
| Ujjivan Small Finance Bank Ltd | Financial | Equity | 3.20% |
| Oracle Financial Services Software Ltd | Technology | Equity | 3.15% |
| Repo | Unspecified | Repo | 3.06% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 2.92% |
| Interglobe Aviation Ltd | Industrials | Equity | 2.91% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 2.90% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.89% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 2.84% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 2.71% |
| Affle (India) Ltd | Industrials | Equity | 2.47% |
| Cummins India Ltd | Industrials | Equity | 2.47% |
| ICICI Bank Ltd | Financial | Equity | 2.41% |
| IDFC First Bank Ltd | Financial | Equity | 2.39% |
| RateGain Travel Technologies Ltd | Technology | Equity | 2.29% |
| Bharti Airtel Ltd | Technology | Equity | 2.22% |
| Ultratech Cement Ltd | Materials | Equity | 2.19% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.19% |
| State Bank of India | Financial | Equity | 2.07% |
| Delhivery Ltd | Industrials | Equity | 1.98% |
| Coforge Ltd | Technology | Equity | 1.95% |
| Polycab India Ltd | Industrials | Equity | 1.90% |
| Thermax Ltd | Industrials | Equity | 1.83% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 1.81% |
| Phoenix Mills Ltd | Real Estate | Equity | 1.79% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 1.37% |
| Dhoot Transmission Ltd | Consumer Discretionary | Equity | 1.26% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.19% |
| S.J.S Enterprises Ltd | Consumer Discretionary | Equity | 1.17% |
| PB Fintech Ltd | Financial | Equity | 1.03% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 0.22% |
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +13.4% | +10.3% | +13.9% | +16.5% |
| Category average (Equity Large & MidCap) | +11.0% | +9.8% | +13.3% | +15.0% |
| Rank (Equity Large & MidCap) | 12 | 17 | 9 | -- |
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%.
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +0.79% | +21.27% | 12,177.86 | |
 | +1.69% | +21.25% | 19,832.31 | |
 | -3.71% | +16.88% | 20,650.23 | |
 | -7.06% | +13.69% | 7,410.61 | |
 | -9.06% | +13.46% | 31,628.20 | |
| Compare | ||||
Fund management
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 ₹77,566 Cr and the Latest NAV as of 29 Oct 2026 is ₹98.12.
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₹77,566.02 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,