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NAV: 28 Nov 2025
₹88.80
Rating
2
Min. SIP amount
Not Supported
Fund size
₹6,997.72Cr
Returns calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (70)
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Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Returns and rankings
Category: Equity Large & MidCap
Annualised returns
Absolute returns
| 3Y | 5Y | 10Y | All | |
|---|---|---|---|---|
| Fund returns | 16.0% | 18.6% | 15.1% | 14.4% |
| Category average | 17.0% | 19.8% | 14.9% | NA |
| Rank with in category | 28 | 18 | 12 | NA |
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Peer Comparison
| Equity, Large & MidCap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Motilal Oswal Large and Midcap Fund Growth | 5 | 3.4% | 25.3% | 14,870.27 |
Bandhan Large & Mid Cap Fund Growth | 5 | 8.2% | 23.0% | 11,799.16 |
UTI Large & Mid Cap Fund Plan Growth | 4 | 6.3% | 21.1% | 5,291.10 |
ICICI Prudential Large & Mid Cap Fund Growth | 5 | 11.9% | 20.7% | 25,752.59 |
Nippon India Vision Large & Mid Cap Growth | 4 | 6.4% | 20.6% | 6,690.47 |
Expense ratio, exit load and tax
Expense ratio: 1.81%
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
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.comCompare funds
Sundaram Large and Mid Cap Fund Growth
VS
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