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16470
18076
Sundaram Large and Mid Cap Fund - Direct (G)
16.47
2.26
19.37
-1.12
-0.50
4.25
6.64
15.53
7
2.42
19.37
Sundaram Large and Mid Cap Fund - Direct (G)
2.29
18.03
1.19
3.5
5 Years

SIP TrendupStart investing with ₹100

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  • NAV

    99.56

    05 Dec 2025

  • 0.43%

     1 Day

  • 16.47%

    3Y CAGR returns

One click to compare funds with our smart tool—analyze returns & more! Compare

  • ₹ 100

    Min SIP

  • ₹ 100

    Min Lumpsum

  • 0.77%

    Expense Ratio

  • 2

     Rating

  • 7,130 Cr

    Fund Size

  • 12 Years

    Fund Age

SIP Calculator

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  • Invested Amount
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  • Wealth Gained
  • ₹ 00
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  • ₹ 00
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Fund Comparison

Investment Period : 5 Years


Note : For comparison, we’ve assumed ₹1,00,000 invested. Savings account is shown at 3.5% annual return

Returns and Ranks ( as on 05 Dec 2025 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 2.26%
  • 16.47%
  • 19.37%
  • 15.53
By Holding By Sector By Asset
5.69%
4.27%
3.18%
3.08%
2.64%
81.14%
View All
  • -0.65Alpha
  • 3.90SD
  • 0.96Beta
  • 0.94Sharpe
  • 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  • If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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

S Bharath

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  • Fund Name
View all schemes
18076
  • Fund Name
  • AUM - ₹ 25
  • AUM - ₹ 39
  • Address :
  • Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
    • Contact :
    • +91044-2858 3362/3367
    • Email ID :
    • customerservices@sundarammutual.com
Mutual Fund by Category
Equity Debt Hybrid

Large Cap

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FAQs

You can invest in Sundaram Large and Mid Cap Fund - Direct (G) in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for Sundaram Large and Mid Cap Fund - Direct (G) in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

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 05 Dec 2025

The expense ratio of Sundaram Large and Mid Cap Fund - Direct (G) is % as of 05 Dec 2025

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of Sundaram Large and Mid Cap Fund - Direct (G) 6451.55 CR as of 05 Dec 2025

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

  1. HDFC Bank - 5.69%
  2. Reliance Industr - 4.27%
  3. SBI - 3.18%
  4. ICICI Bank - 3.08%
  5. Bharti Airtel - 2.64%

The top sectors Sundaram Large and Mid Cap Fund - Direct (G) has invested in are

  1. Banks - 17.53%
  2. Auto Components - 7.31%
  3. Pharmaceuticals & Biotech - 6.76%
  4. IT-Software - 5.47%
  5. Industrial Products - 5.32%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select Sundaram Large and Mid Cap Fund - Direct (G) in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of Sundaram Large and Mid Cap Fund - Direct (G) based on your investment objective and risk tolerance

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