Sundaram large and Mid Cap - Direct Plan - Growth Option
Very High Risk
Equity
3 Star
NAV as of Jun 25, 2025
₹95.22
0.91%1D Change
Returns since inception
15.68%p.a.
Very High Risk
Equity
3 Star
NAV as of Jun 25, 2025
₹95.22
0.91%1D Change
Returns since inception
15.68%p.a.
Sundaram large and Mid Cap - Direct Plan - Growth Option
Very High Risk|Equity|3 Star
NAV as of Jun 25, 2025
₹95.22
0.91%1D
Returns since inception
15.68%p.a.
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 ratio0.78%
- Exit Load1% within 365 days
- AUM (Fund size)₹6,671.01 Crore
- Lock-in periodNo Lock-in
- Age12 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 | 5.66% |
| ICICI Bank Ltd | 4.55% |
| Reliance Industries Ltd | 4.42% |
| Treps | 2.89% |
| State Bank of India | 2.89% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| DSP Equity Opportunities ... | ₹ 9,112 Cr | ₹467.99 | 0.83% | Very High |
| Motilal Oswal Large and M... | ₹ 10,840 Cr | ₹36.62 | 0.15% | Very High |
| ICICI Prudential Large & ... | ₹ 21,657 Cr | ₹1116.24 | 0.79% | Very High |
| UTI Large & Mid Cap Fund-... | ₹ 4,544 Cr | ₹193.11 | 0.86% | Very High |
NAV History - SUNDARAM LARGE AND MID CAP FUND - DIRECT GROWTH
FUND | SUNDARAM LARGE AND MID CAP FUND - DIRECT GROWTH |
|---|---|
| NAV (Jun 25, 2025) | ₹95.22 |
| Class | Equity | Large & Mid Cap |
| Inception Date | Jan 01, 2013 |
| Fund Manager | S. Bharath, Ashish Aggarwal |
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... | 0.71% | 1.7% | 6.2% | -0.94% | 3.72% | 21.82% |
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
- AddressPrincipal Pnb Asset Management Co. Pvt. Ltd., Exchange Plaza, Ground Floor, B Wing, Mumbai, 400 051
- Phone+91 22 67720555
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.56 Lakhs ₹
Min investment of ₹300 required
