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Sundaram Large and Mid Cap Fund Growth
+15.17%
3Y annualised
+0.11% 1D
NAV: 25 Jun '26
₹88.93
Min. for SIP
₹100
Fund size (AUM)
₹6,690.34 Cr
Expense ratio
2.73%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹62,458 | +4.10% | |
| 3 years | ₹1,80,000 | ₹2,05,333 | +14.07% | |
| 5 years | ₹3,00,000 | ₹4,01,951 | +33.98% | |
| 10 years | ₹6,00,000 | ₹12,33,798 | +105.63% |
Holdings (51)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Radico Khaitan Ltd | Consumer Staples | Equity | 4.46% |
| National Aluminium Company Ltd | Materials | Equity | 3.94% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 3.83% |
| Oracle Financial Services Software Ltd | Technology | Equity | 3.35% |
| Five-Star Business Finance Ltd | Financial | Equity | 3.01% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.99% |
| Zomato Ltd | Technology | Equity | 2.98% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 2.95% |
| Coforge Ltd | Technology | Equity | 2.76% |
| Interglobe Aviation Ltd | Industrials | Equity | 2.75% |
| Angel One Ltd | Financial | Equity | 2.56% |
| Affle (India) Ltd | Industrials | Equity | 2.55% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 2.53% |
| Bharti Airtel Ltd | Technology | Equity | 2.46% |
| Ultratech Cement Ltd | Materials | Equity | 2.45% |
| ICICI Bank Ltd | Financial | Equity | 2.44% |
| Polycab India Ltd | Industrials | Equity | 2.39% |
| Delhivery Ltd | Industrials | Equity | 2.33% |
| State Bank of India | Financial | Equity | 2.22% |
| RateGain Travel Technologies Ltd | Technology | Equity | 2.18% |
| Varun Beverages Ltd | Consumer Staples | Equity | 2.15% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 2.13% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 2.12% |
| Repo | Unspecified | Repo | 1.99% |
| Cummins India Ltd | Industrials | Equity | 1.94% |
| IDFC First Bank Ltd | Financial | Equity | 1.86% |
| MTAR Technologies Ltd | Industrials | Equity | 1.81% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 1.80% |
| Ujjivan Small Finance Bank Ltd | Financial | Equity | 1.79% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 1.78% |
| Kalyan Jewellers India Ltd | Consumer Discretionary | Equity | 1.76% |
| Phoenix Mills Ltd | Real Estate | Equity | 1.75% |
| TD Power Systems Ltd | Industrials | Equity | 1.64% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 1.59% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.53% |
| Gland Pharma Ltd | Healthcare | Equity | 1.52% |
| Max Financial Services Ltd | Financial | Equity | 1.50% |
| Bank Of Baroda | Financial | Equity | 1.50% |
| UNO Minda Ltd | Consumer Discretionary | Equity | 1.48% |
| JSW Energy Ltd | Energy & Utilities | Equity | 1.46% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 1.38% |
| S.J.S Enterprises Ltd | Consumer Discretionary | Equity | 1.17% |
| Torrent Power Ltd | Energy & Utilities | Equity | 1.14% |
| Alkem Laboratories Ltd | Healthcare | Equity | 1.01% |
| JK Cement Ltd | Materials | Equity | 0.95% |
| Marico Ltd | Consumer Staples | Equity | 0.86% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 0.80% |
| Indegene Ltd. | Healthcare | Equity | 0.23% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 0.21% |
| Neuland Laboratories Ltd | Healthcare | Equity | 0.06% |
| Persistent Systems Ltd | Technology | Equity | 0.02% |
See All
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +15.2% | +12.8% | +15.0% | +13.9% |
| Category average (Equity Large & MidCap) | +17.5% | +18.0% | +14.7% | -- |
| Rank (Equity Large & MidCap) | 18 | 16 | 8 | -- |
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%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +4.72% | +20.95% | 17,460.93 | |
 | +1.61% | +18.45% | 5,964.02 | |
 | +1.83% | +17.93% | 7,232.87 | |
 | +1.52% | +17.92% | 30,146.91 | |
 | +5.32% | +15.16% | 39,424.46 | |
| Compare | ||||
Fund management
SSShalav SaketMar 2026 - PresentView details
SS
Shalav Saket
Mar 2026 - Present
View details
MRMadanagopal RamuMar 2026 - PresentView details
MR
Madanagopal Ramu
Mar 2026 - Present
View details
About Sundaram Large and Mid Cap Fund Growth
Sundaram Large and Mid Cap Fund Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Shalav Saket is the Current Fund Manager of Sundaram Large and Mid Cap Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹77,804 Cr and the Latest NAV as of 25 Jun 2026 is ₹88.93.
The Sundaram Large and Mid Cap Fund 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₹77,803.54 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,