Sundaram Large and Mid Cap Fund Growth

Equity
Large & MidCap
Very High Risk
14.92%
3Y annualised
+0.42% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Sep 2025
₹84.43
Rating
2
Min. SIP amount
Not Supported
Fund size
₹6,789.22Cr

Return calculator

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

Holdings (70)

NameSectorInstrumentAssets
FinancialEquity5.65%
EnergyEquity4.12%
FinancialEquity3.93%
FinancialEquity2.79%
CommunicationEquity2.54%
Consumer DiscretionaryEquity2.35%
FinancialEquity2.20%
FinancialEquity2.04%
ConstructionEquity1.87%
TechnologyEquity1.78%
Consumer StaplesEquity1.78%
AutomobileEquity1.76%
HealthcareEquity1.72%
Capital GoodsEquity1.70%
ConstructionEquity1.67%
ConstructionEquity1.67%
ServicesEquity1.67%
ConstructionEquity1.65%
HealthcareEquity1.64%
CommunicationEquity1.56%
FinancialEquity1.52%
HealthcareEquity1.49%
FinancialEquity1.44%
Consumer StaplesEquity1.43%
FinancialEquity1.43%
EnergyEquity1.42%
AutomobileEquity1.42%
ChemicalsEquity1.41%
HealthcareEquity1.40%
Capital GoodsEquity1.34%
FinancialEquity1.32%
ServicesEquity1.30%
ConstructionEquity1.29%
HealthcareEquity1.28%
Capital GoodsEquity1.26%
TechnologyEquity1.24%
Metals & MiningEquity1.21%
ServicesEquity1.18%
HealthcareEquity1.17%
FinancialEquity1.15%
TechnologyEquity1.14%
ServicesEquity1.13%
ServicesEquity1.11%
EnergyEquity1.07%
ServicesEquity1.01%
HealthcareEquity1.01%
Capital GoodsEquity1.00%
EnergyEquity0.98%
ConstructionEquity0.98%
Consumer StaplesEquity0.96%
Consumer StaplesEquity0.94%
EnergyEquity0.94%
Consumer StaplesEquity0.92%
FinancialEquity0.90%
AutomobileEquity0.86%
FinancialEquity0.86%
Consumer StaplesEquity0.84%
EnergyEquity0.82%
ServicesEquity0.81%
ServicesEquity0.77%
Capital GoodsEquity0.76%
Consumer DiscretionaryEquity0.73%
CommunicationEquity0.70%
ChemicalsEquity0.69%
AutomobileEquity0.69%
ServicesEquity0.67%
TechnologyEquity0.63%
Capital GoodsEquity0.58%
AutomobileEquity0.34%
HealthcareEquity0.24%
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-2.9%14.9%20.1%14.3%
Category average-7.6%17.0%21.4%NA
Rank with in category143617NA
Understand terms

Peer Comparison

Equity, Large & MidCap fundsRating1Y3YFund Size(Cr)
5
4.1%26.9%12,427.89
5
-2.0%23.7%9,996.58
5
0.4%21.1%23,246.14
4
-3.9%20.4%4,864.89
4
0.3%20.4%6,173.85

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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