16470
18076
Sundaram Large and Mid Cap Fund - Direct (G)
15.63
5.99
14.45
1.02
6.65
13.96
1.79
15.05
https://storage.googleapis.com/5paisa-prod-storage/files/2024-06/sundaram-mf_1.png
7
1.96
14.45
Sundaram Large and Mid Cap Fund - Direct (G)
1.86
13.19
1.19
3.5
5 Years
Sundaram Large and Mid Cap Fund - Direct (G)
Invest in Mutual Funds at 0 Transaction cost
-
NAV
102.06
07 Jul 2026
-
-0.58%
1 Day
-
15.63%
3Y CAGR returns
Note: Data shown is for Direct Plan. Our Platform offers Regular Plans only.
Returns may differ due to expense ratio differences.
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-
₹ 100
Min SIP -
₹ 100
Min Lumpsum -
1.68%
Expense Ratio -
6,690 Cr
Fund Size -
13 Years
Fund Age
Returns and Ranks ( as on 07 Jul 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 5.99%
- 15.63%
- 14.45%
- 15.05
- 0.54Alpha
- 4.60SD
- 0.97Beta
- 0.65Sharpe
- Exit Load
- If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.
- Tax implication
- Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.
To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
Madanagopal Ramu
Low
Low to
moderate Moderate Moderately
High High Very
High
moderate Moderate Moderately
High High Very
High
- Address :
- Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
-
- Contact :
- +91044-2858 3362/3367
-
- Email ID :
- customerservices@sundarammutual.com
Other Calculators
FAQs
Sundaram Large and Mid Cap Fund - Direct (G) has delivered 16.97% since inception
The NAV of Sundaram Large and Mid Cap Fund - Direct (G) is ₹93.3908 as of 07 Jul 2026
The expense ratio of Sundaram Large and Mid Cap Fund - Direct (G) is 1.68 % as of 07 Jul 2026
The AUM of Sundaram Large and Mid Cap Fund - Direct (G) 6451.55 CR as of 07 Jul 2026
The minimum SIP amount of Sundaram Large and Mid Cap Fund - Direct (G) is 100
The top stock holdings of Sundaram Large and Mid Cap Fund - Direct (G) are
- Radico Khaitan - 4.46%
- Natl. Aluminium - 3.94%
- Shriram Finance - 3.83%
- Oracle Fin.Serv. - 3.35%
- Five-Star Bus.Fi - 3.01%
The top sectors Sundaram Large and Mid Cap Fund - Direct (G) has invested in are
- Banks - 17.53%
- Auto Components - 7.31%
- Pharmaceuticals & Biotech - 6.76%
- IT-Software - 5.47%
- Industrial Products - 5.32%