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EquityLarge & Mid-Cap

Sundaram large and Mid Cap Fund Growth

3Y Annualised

18.87%

-0.65% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

2.25%

-0.65% 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

4 years

NIFTY 50

4 years 7 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If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - No exit Load. If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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

Fund Managers

RG
Ravi GopalakrishnanFund Manager Since 1 Jan 2022
RS
Rohit SeksariaFund Manager Since 1 Jan 2022
AA
Ashish AggarwalFund Manager Since 1 Jan 2022

About Sundaram large and Mid Cap Fund Growth

Sundaram large and Mid Cap Fund Growth is a Equity mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 18 years, having been launched on 2007-02-27. Sundaram large and Mid Cap Fund Growth has ₹6892.55 Cr worth of assets under management (AUM) as of Sun Jul 20 2025. The latest Net Asset Value (NAV) of Sundaram large and Mid Cap Fund Growth as of Fri Jul 18 2025 is ₹85.1936. The fund has an expense ratio of 1.82%, which is medium comparable to most other Equity funds.

Sundaram large and Mid Cap Fund Growth returns for the last 1 year are 1.01%. Since launch, it has delivered 12.36% average annual returns.

The Sundaram large and Mid Cap Fund Growth 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 Fund Growth.

  1. HDFC Bank Ltd: 5.63%
  2. Reliance Industries Ltd: 4.52%
  3. ICICI Bank Ltd: 3.99%
  4. State Bank of India: 2.83%
  5. Bharti Airtel Ltd: 2.62%

AMC Information

NameSundaram Asset Management Company Ltd
Founding Date2007-02-27
Emailrahulm@sundarammutual.com
Phone+91 44 28583362/3367
Websitewww.sundarammutual.com
AddressSundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,

Tax Implications of Sundaram large and Mid Cap Fund Growth

Short Term Gains20% + applicable Surcharge + 4% Cess
Long Term Gains12.5% without indexation + applicable Surcharge + 4% Cess

Similar Funds from Sundaram Asset Management Company Ltd

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