RG
Ravi GopalakrishnanFund Manager Since 1 Jan 2022
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If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - No exit Load. If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
L&T Large and Midcap Fund Direct Plan Payout of Income Distribution cum Cap Wrdl
12.53%
2nd
L&T Large and Midcap Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl
12.53%
3rd
L&T Large and Midcap Fund Payout of Income Distribution cum Cap Wrdl
12.42%
4th
L&T Large and Midcap Fund Reinvestment of Income Distribution cum Cap Wrdl
12.42%
5th
L&T Large and Midcap Fund Direct Plan Growth Option
11.84%
61st
Sundaram large and Mid Cap Fund Growth
2.25%
Fund Managers
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.
- 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 | 2007-02-27 |
| 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 Fund Growth
| 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
16.49%
expense ratio
0.70%
fund size
₹6428.51 Cr
Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option
Fixed IncomeUltra Short Duration
3Y CAGR
7.46%
expense ratio
0.23%
fund size
₹2367.80 Cr
Sundaram Focused Fund- Direct Plan - Growth Option
EquityFocused Fund
3Y CAGR
18.42%
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
7.53%
expense ratio
0.41%
fund size
₹468.41 Cr
FAQs
What is the current NAV of Sundaram large and Mid Cap Fund Growth?
What are the average returns of Sundaram large and Mid Cap Fund Growth?
How do I invest in Sundaram large and Mid Cap Fund Growth?
What is the expense ratio of Sundaram large and Mid Cap Fund Growth?
What are net assets under management (AUM) of Sundaram large and Mid Cap Fund Growth?
What is the PE and PB ratio of Sundaram large and Mid Cap Fund Growth?
What are the top 5 holdings of Sundaram large and Mid Cap Fund Growth?
What are the top 3 sectors that Sundaram large and Mid Cap Fund Growth has invested in?
Who is the manager of Sundaram large and Mid Cap Fund Growth?
What is the exit load of Sundaram large and Mid Cap Fund Growth?
How to Redeem Sundaram large and Mid Cap Fund Growth?
Can I invest in SIP and a Lump Sum of Sundaram large and Mid Cap Fund Growth?
