Sundaram Large and Mid Cap Fund Growth

Equity
Large & MidCap
Very High Risk
+15.84%
3Y annualised
-0.53% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 25 Sep 2025
₹85.42
Rating
2
Min. SIP amount
Not Supported
Fund size
₹6,650.71Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (69)

NameSectorInstrumentAssets
FinancialEquity5.44%
EnergyEquity4.10%
FinancialEquity3.78%
FinancialEquity2.87%
CommunicationEquity2.56%
AutomobileEquity2.21%
Consumer DiscretionaryEquity2.19%
FinancialEquity2.06%
TechnologyEquity1.99%
FinancialEquity1.96%
ConstructionEquity1.90%
Capital GoodsEquity1.87%
Consumer StaplesEquity1.86%
HealthcareEquity1.85%
ServicesEquity1.82%
HealthcareEquity1.78%
ConstructionEquity1.76%
ConstructionEquity1.72%
ConstructionEquity1.62%
HealthcareEquity1.59%
CommunicationEquity1.53%
FinancialEquity1.53%
Metals & MiningEquity1.50%
FinancialEquity1.45%
AutomobileEquity1.44%
FinancialEquity1.44%
Consumer StaplesEquity1.39%
HealthcareEquity1.37%
ConstructionEquity1.34%
Capital GoodsEquity1.33%
ServicesEquity1.32%
Capital GoodsEquity1.30%
EnergyEquity1.30%
HealthcareEquity1.28%
FinancialEquity1.28%
ServicesEquity1.28%
FinancialEquity1.26%
ChemicalsEquity1.25%
TechnologyEquity1.23%
TechnologyEquity1.20%
ServicesEquity1.18%
HealthcareEquity1.11%
ServicesEquity1.05%
Sundaram Low Duration Fund Direct-Growth
NAMutual Fund1.05%
EnergyEquity1.02%
ConstructionEquity1.02%
EnergyEquity0.99%
ChemicalsEquity0.97%
Capital GoodsEquity0.96%
HealthcareEquity0.96%
Consumer StaplesEquity0.94%
Consumer StaplesEquity0.92%
FinancialEquity0.91%
AutomobileEquity0.90%
EnergyEquity0.90%
ServicesEquity0.88%
FinancialEquity0.82%
Capital GoodsEquity0.81%
EnergyEquity0.78%
ServicesEquity0.76%
ServicesEquity0.76%
AutomobileEquity0.76%
Capital GoodsEquity0.67%
CommunicationEquity0.66%
TechnologyEquity0.64%
Consumer DiscretionaryEquity0.63%
Consumer StaplesEquity0.58%
AutomobileEquity0.43%
HealthcareEquity0.28%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-3.9%15.8%21.9%14.3%
Category average-8.7%17.5%23.1%NA
Rank with in category153118NA
Understand terms

Peer Comparison

Equity, Large & MidCap fundsRating1Y3YFund Size(Cr)
5
0.4%28.6%12,628.20
5
-2.7%24.3%10,230.75
5
0.7%22.1%23,697.82
4
-4.4%21.5%4,861.08
4
-1.3%21.4%6,176.73

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%.

Understand terms
Check past data

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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