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Sundaram Large and Mid Cap Fund Direct Growth

Sundaram Large and Mid Cap Fund Direct Growth

+15.61%
3Y annualised
+0.98% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Jun '26
?100.46
Min. for SIP
?100
Fund size (AUM)
?6,690.34 Cr
Expense ratio
1.69%
Rating
2

Return calculator

Monthly investment
?5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year?60,000?62,553
+4.25%
3 years?1,80,000?2,07,984
+15.55%
5 years?3,00,000?4,12,755
+37.59%
10 years?6,00,000?13,17,284
+119.55%

Holdings (51)

NameSectorInstrumentsAssets
Radico Khaitan LtdConsumer StaplesEquity4.46%
National Aluminium Company LtdMaterialsEquity3.94%
Shriram Transport Finance Company LtdFinancialEquity3.83%
Oracle Financial Services Software LtdTechnologyEquity3.35%
Five-Star Business Finance LtdFinancialEquity3.01%
Larsen & Toubro LtdIndustrialsEquity2.99%
Zomato LtdTechnologyEquity2.98%
Cholamandalam Investment & Finance Company LtdFinancialEquity2.95%
Coforge LtdTechnologyEquity2.76%
Interglobe Aviation LtdIndustrialsEquity2.75%
Angel One LtdFinancialEquity2.56%
Affle (India) LtdIndustrialsEquity2.55%
FSN E-Commerce Ventures LtdConsumer DiscretionaryEquity2.53%
Bharti Airtel LtdTechnologyEquity2.46%
Ultratech Cement LtdMaterialsEquity2.45%
ICICI Bank LtdFinancialEquity2.44%
Polycab India LtdIndustrialsEquity2.39%
Delhivery LtdIndustrialsEquity2.33%
State Bank of IndiaFinancialEquity2.22%
RateGain Travel Technologies LtdTechnologyEquity2.18%
Varun Beverages LtdConsumer StaplesEquity2.15%
Hindustan Petroleum Corporation LtdEnergy & UtilitiesEquity2.13%
Multi Commodity Exchange Of India LtdFinancialEquity2.12%
RepoUnspecifiedRepo1.99%
Cummins India LtdIndustrialsEquity1.94%
IDFC First Bank LtdFinancialEquity1.86%
MTAR Technologies LtdIndustrialsEquity1.81%
Kirloskar Oil Engines LtdIndustrialsEquity1.80%
Ujjivan Small Finance Bank LtdFinancialEquity1.79%
Prestige Estates Projects LtdReal EstateEquity1.78%
Kalyan Jewellers India LtdConsumer DiscretionaryEquity1.76%
Phoenix Mills LtdReal EstateEquity1.75%
TD Power Systems LtdIndustrialsEquity1.64%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity1.59%
Fortis Healthcare LtdHealthcareEquity1.53%
Gland Pharma LtdHealthcareEquity1.52%
Max Financial Services LtdFinancialEquity1.50%
Bank Of BarodaFinancialEquity1.50%
UNO Minda LtdConsumer DiscretionaryEquity1.48%
JSW Energy LtdEnergy & UtilitiesEquity1.46%
Amber Enterprises India LtdConsumer DiscretionaryEquity1.38%
S.J.S Enterprises LtdConsumer DiscretionaryEquity1.17%
Torrent Power LtdEnergy & UtilitiesEquity1.14%
Alkem Laboratories LtdHealthcareEquity1.01%
JK Cement LtdMaterialsEquity0.95%
Marico LtdConsumer StaplesEquity0.86%
Cash/Net Current AssetsUnspecifiedCash/Net Current Assets0.80%
Indegene Ltd.HealthcareEquity0.23%
ICICI Prudential Asset Management Company Ltd.FinancialEquity0.21%
Neuland Laboratories LtdHealthcareEquity0.06%
Persistent Systems LtdTechnologyEquity0.02%
See All

Minimum investments

Min. for 1st investment
?100
Min. for 2nd investment
?100
Min. for SIP
?100

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+15.6%+14.3%+16.0%+17.2%
Category average (Equity Large & MidCap)+17.5%+18.0%+14.7%--
Rank (Equity Large & MidCap)191810--

Exit load, stamp duty and tax

Exit load

For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

MR
Madanagopal Ramu
Mar 2026 - Present
View details

Education
MBA, Grad.CWA
Experience
Prior to joining the Sundaram AMC, he was associated with Centrum Broking Pvt Ltd, Sundaram Mutual Fund, Sundaram Alternates and Motilal Oswal AMC

About Sundaram Large and Mid Cap Fund Direct Growth

Sundaram Large and Mid Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Madanagopal Ramu is the Current Fund Manager of Sundaram Large and Mid Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ?77,804 Cr and the Latest NAV as of 18 Jun 2026 is ?100.46. The Sundaram Large and Mid Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ?100. Minimum Lumpsum Investment is ?100. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. ;

Investment Objective

The scheme seeks capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
Fund benchmarkNIFTY Large Midcap 250 Total Return Index

Fund house

Rank (total assets)#17 in India
Total AUM?77,803.54 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mail--
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianStandard Chartered Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

銀行貸款 小額借貸 線上貸款 汽車貸款 手機貸 瘋正妹 橘子影城 古蹟交流社 東森新聞手機板 東森新聞 港書館 super娛樂城 金鈦城娛樂城 信用版娛樂城 贏家娛樂城 WG娛樂城

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