Sundaram Large and Mid Cap Fund Direct Growth

Equity
Large & MidCap
Very High Risk
13.83%
3Y annualised
+0.32% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 14 Nov 2024₹91.81
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 returns30.9%13.8%20.8%18.8%
Category average38.9%17.0%21.3%NA
Rank with in category161915NA
Understand terms

Holdings (79)

NameSectorInstrumentAssets
FinancialEquity4.30%
FinancialEquity3.84%
EnergyEquity3.39%
FinancialEquity2.63%
TechnologyEquity2.45%
ServicesEquity2.44%
ConstructionEquity2.16%
AutomobileEquity2.01%
CommunicationEquity2.01%
HealthcareEquity1.70%
TechnologyEquity1.69%
FinancialEquity1.65%
EnergyEquity1.62%
HealthcareEquity1.53%
ServicesEquity1.51%
TechnologyEquity1.50%
Consumer StaplesEquity1.42%
FinancialEquity1.39%
FinancialEquity1.37%
EnergyEquity1.35%
Metals & MiningEquity1.33%
AutomobileEquity1.32%
ConstructionEquity1.32%
AutomobileEquity1.30%
TechnologyEquity1.28%
ServicesEquity1.27%
Consumer StaplesEquity1.23%
HealthcareEquity1.21%
ConstructionEquity1.19%
Consumer StaplesEquity1.15%
FinancialEquity1.15%
Capital GoodsEquity1.15%
AutomobileEquity1.14%
HealthcareEquity1.13%
FinancialEquity1.12%
HealthcareEquity1.10%
ChemicalsEquity1.10%
ServicesEquity1.09%
ServicesEquity1.09%
Consumer StaplesEquity1.09%
CommunicationEquity1.05%
Capital GoodsEquity1.04%
Capital GoodsEquity1.03%
HealthcareEquity1.03%
Capital GoodsEquity1.02%
HealthcareEquity1.01%
AutomobileEquity0.99%
AutomobileEquity0.99%
Consumer StaplesEquity0.97%
Capital GoodsEquity0.97%
FinancialEquity0.96%
AutomobileEquity0.94%
Consumer StaplesEquity0.93%
Capital GoodsEquity0.92%
Capital GoodsEquity0.92%
Consumer DiscretionaryEquity0.88%
Metals & MiningEquity0.86%
ConstructionEquity0.84%
AutomobileEquity0.82%
ServicesEquity0.82%
ChemicalsEquity0.78%
ServicesEquity0.77%
FinancialEquity0.76%
AutomobileEquity0.76%
Consumer StaplesEquity0.74%
Consumer DiscretionaryEquity0.73%
Consumer DiscretionaryEquity0.72%
HealthcareEquity0.71%
TextilesEquity0.66%
ConstructionEquity0.66%
Capital GoodsEquity0.62%
EnergyEquity0.61%
EnergyEquity0.57%
TechnologyEquity0.46%
EnergyEquity0.40%
ConstructionEquity0.38%
FinancialEquity0.31%
ServicesEquity0.12%
EnergyEquity0.10%
See All

Pros and cons

Category: Equity Large & MidCap

Pros

10Y annualised returns higher than category average by 1.35%
Lower expense ratio: 0.71%

Cons

Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.71%

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%.

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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