Sundaram Large and Mid Cap Fund Direct Growth

Equity
Large & MidCap
Very High Risk
01234567890123456789.01234567890123456789%
3Y annualised
-0.70% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 26 Mar 2025₹87.86
Min. SIP amount₹100
Rating2
Fund size₹5,861.32Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
1 year
3 years
5 years
Total investment of ₹51,719
Would have become ₹50,554 (-2.13%)

Holdings (76)

NameSectorInstrumentAssets
FinancialEquity5.73%
FinancialEquity4.57%
EnergyEquity4.18%
TechnologyEquity2.88%
FinancialEquity2.70%
CommunicationEquity2.41%
ConstructionEquity2.24%
FinancialEquity2.21%
HealthcareEquity1.94%
FinancialEquity1.91%
ServicesEquity1.89%
ServicesEquity1.81%
AutomobileEquity1.72%
HealthcareEquity1.67%
Consumer DiscretionaryEquity1.66%
HealthcareEquity1.63%
Consumer StaplesEquity1.63%
TechnologyEquity1.57%
ConstructionEquity1.56%
Consumer StaplesEquity1.55%
ServicesEquity1.43%
FinancialEquity1.40%
FinancialEquity1.38%
ServicesEquity1.37%
TechnologyEquity1.36%
TechnologyEquity1.34%
HealthcareEquity1.28%
NA
NAMutual Fund1.28%
EnergyEquity1.13%
CommunicationEquity1.11%
FinancialEquity1.09%
FinancialEquity1.08%
HealthcareEquity1.07%
EnergyEquity1.06%
ConstructionEquity1.05%
Consumer StaplesEquity1.04%
ServicesEquity1.02%
FinancialEquity1.02%
ConstructionEquity1.01%
Consumer StaplesEquity1.00%
TechnologyEquity0.98%
HealthcareEquity0.97%
Consumer StaplesEquity0.97%
Capital GoodsEquity0.96%
ChemicalsEquity0.95%
Capital GoodsEquity0.94%
AutomobileEquity0.92%
HealthcareEquity0.90%
Capital GoodsEquity0.90%
FinancialEquity0.85%
EnergyEquity0.85%
AutomobileEquity0.85%
Capital GoodsEquity0.83%
Capital GoodsEquity0.80%
ServicesEquity0.80%
AutomobileEquity0.79%
ConstructionEquity0.79%
AutomobileEquity0.78%
Consumer DiscretionaryEquity0.77%
ConstructionEquity0.75%
Capital GoodsEquity0.74%
ConstructionEquity0.69%
FinancialEquity0.68%
HealthcareEquity0.67%
Consumer DiscretionaryEquity0.65%
ConstructionEquity0.65%
ConstructionEquity0.62%
Capital GoodsEquity0.60%
Capital GoodsEquity0.58%
ServicesEquity0.57%
AutomobileEquity0.55%
EnergyEquity0.52%
InsuranceEquity0.52%
EnergyEquity0.52%
EnergyEquity0.47%
Consumer StaplesEquity0.25%
See All

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
1Y3Y5YAll
Fund returns10.1%14.9%26.6%17.8%
Category average4.2%15.7%26.7%NA
Rank with in category182316NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 0.88%

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

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,

Pros and cons

Category: Equity Large & MidCap

Pros

1Y and 10Y annualised returns higher than category average
Lower expense ratio: 0.88%

Cons

3Y and 5Y annualised returns lower than category average
Low rating: 2

Compare funds

Sundaram Large and Mid Cap Fund Direct Growth
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MONTHLY SIP
ONE-TIME
SIP Amount
₹
Monthly SIP Date
1st
Next SIP instalment on 27 of Mar
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