RG
Ravi GopalakrishnanFund Manager Since 1 Jan 2022
EquityLarge & Mid-Cap
Sundaram large and Mid Cap - Direct Plan - Growth Option
3Y Annualised
21.06%
0.37% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.52%
0.37% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
3 years 8 months
NIFTY 50
4 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹6892.55 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0.01%
If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - No exit Load. If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or transfer by way of STP or withdrawal by way of SWP after 365 days from the date of allotment – Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Bank of India Large & Mid Cap Equity Fund Regular Quarterly Reinvestment of IncomeDistcumCapWdrl
18.28%
2nd
Bank of India Large & Mid Cap Equity Fund Regular Quarterly Payout Inc Dist cum Cap Wdrl
18.28%
3rd
L&T Large and Midcap Fund Direct Plan Payout of Income Distribution cum Cap Wrdl
12.53%
4th
L&T Large and Midcap Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl
12.53%
5th
L&T Large and Midcap Fund Payout of Income Distribution cum Cap Wrdl
12.42%
60th
Sundaram large and Mid Cap - Direct Plan - Growth Option
2.52%
Fund Managers
RS
Rohit SeksariaFund Manager Since 1 Jan 2022
AA
Ashish AggarwalFund Manager Since 1 Jan 2022
About Sundaram large and Mid Cap - Direct Plan - Growth Option
Sundaram large and Mid Cap - Direct Plan - Growth Option is a Equity mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. Sundaram large and Mid Cap - Direct Plan - Growth Option has ₹6892.55 Cr worth of assets under management (AUM) as of Wed Jul 16 2025. The latest Net Asset Value (NAV) of Sundaram large and Mid Cap - Direct Plan - Growth Option as of Tue Jul 15 2025 is ₹96.4847. The fund has an expense ratio of 0.78%, which is medium comparable to most other Equity funds.
Sundaram large and Mid Cap - Direct Plan - Growth Option returns for the last 1 year are 2.45%. Since launch, it has delivered 15.75% average annual returns.
The Sundaram large and Mid Cap - Direct Plan - Growth Option has the majority of its money invested in Financial Services, Energy, Communication Services, Consumer Cyclical, Industrials sectors.
Top 5 Holdings of Sundaram large and Mid Cap - Direct Plan - Growth Option.
- HDFC Bank Ltd: 5.63%
- Reliance Industries Ltd: 4.52%
- ICICI Bank Ltd: 3.99%
- State Bank of India: 2.83%
- Bharti Airtel Ltd: 2.62%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| rahulm@sundarammutual.com | |
| Phone | +91 44 28583362/3367 |
| Website | www.sundarammutual.com |
| Address | Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah, |
Tax Implications of Sundaram large and Mid Cap - Direct Plan - Growth Option
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Sundaram Asset Management Company Ltd
Sundaram Aggressive Hybrid Fund Direct Plan Growth
AllocationAggressive Allocation
3Y CAGR
17.15%
expense ratio
0.70%
fund size
₹6428.51 Cr
Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option
Fixed IncomeUltra Short Duration
3Y CAGR
7.45%
expense ratio
0.23%
fund size
₹2367.80 Cr
Sundaram Focused Fund- Direct Plan - Growth Option
EquityFocused Fund
3Y CAGR
19.47%
expense ratio
1.30%
fund size
₹1112.64 Cr
Sundaram Banking & PSU Fund Growth
Fixed IncomeBanking & PSU
3Y CAGR
4.95%
expense ratio
0.41%
fund size
₹468.41 Cr
Sundaram Banking & PSU Fund Regular Growth
Fixed IncomeBanking & PSU
3Y CAGR
7.50%
expense ratio
0.41%
fund size
₹468.41 Cr
FAQs
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