Sundaram large and Mid Cap - Direct Plan - Growth Option
Very High Risk
Equity
3 Star
NAV as of Feb 06, 2026
₹98.57
0.28%1D Change
3Y returns
+63.14% ↑
Very High Risk
Equity
3 Star
NAV as of Feb 06, 2026
₹98.57
0.28%1D Change
3Y returns
+63.14% ↑
Sundaram large and Mid Cap - Direct Plan - Growth Option
Very High Risk|Equity|3 Star
NAV as of Feb 06, 2026
₹98.57
0.28%1D
3Y returns
+63.14% ↑
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- Rating3 Star
- Expense ratio0.66%
- Exit Load1% within 365 days
- AUM (Fund size)₹6,986.67 Crore
- Lock-in periodNo Lock-in
- Age13 yrs since Jan 01, 2013
- Min. investmentSIP ₹300 & Lump. ₹100
- RiskVery High
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Fund Distribution
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| HDFC Bank Ltd | 5.67% |
| Reliance Industries Ltd | 4.5% |
| State Bank of India | 3.34% |
| Axis Bank Ltd | 2.82% |
| Infosys Ltd | 2.78% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Kotak Large & Midcap Dire... | ₹ 30,039 Cr | ₹408.74 | -0.02% | Very High |
| SBI Large & Midcap Fund D... | ₹ 37,443 Cr | ₹711.43 | -0.03% | Very High |
| Mirae Asset Large & Midca... | ₹ 43,766 Cr | ₹174.63 | -0.05% | Very High |
| DSP Large & Mid Cap Fund ... | ₹ 17,576 Cr | ₹724.15 | 1.39% | Very High |
NAV History - SUNDARAM LARGE AND MID CAP FUND - DIRECT GROWTH
FUND | SUNDARAM LARGE AND MID CAP FUND - DIRECT GROWTH |
|---|---|
| NAV (Feb 06, 2026) | ₹98.57 |
| Class | Equity | Large & Mid Cap |
| Inception Date | Jan 01, 2013 |
| Fund Manager | S. Bharath |
FUND | SUNDARAM LARGE AND MID CAP FUND - DIRECT GROWTH |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹300 and Lump. ₹100 |
| Exit Load | 1% within 365 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| SUNDARAM LARGE AND M... | 2.15% | -1.75% | -0.04% | 4.65% | 9.95% | 18.5% |
About Sundaram Asset Management Company Ltd
Sundaram Asset Management Company is a subsidiary of Sundaram Finance Limited (SFL), one of the pioneers in the NBCF space. The fund house offers various fund plans to help individuals achieve their goals, and they can pick plans suiting their risk and reward factors. The company strives to make mutual funds available for a wide range of people.
Sundaram Asset Management Company Ltd Details
- No. of schemes147
- Total AUM₹31,971.17 Crore
- AddressSundaram Asset Management Company Limited, Sundaram Towers, Chennai, 600 014
- Phone+91 44 28583362/3367
Start your investment
Lumpsum
SIP
Amount
₹5,000
Duration
1Year
Estimated value after 1 year
(as per historical returns)
₹66,365
Min investment of ₹300 required
