Sundaram large and Mid Cap Fund Direct Growth

Sundaram large and Mid Cap Fund Direct Growth

Equity

Sundaram Mutual Fund

Large & Mid-Cap

Get the latest NAV of Sundaram large and Mid Cap Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹93.95

▲1.2%1D

NAV as on 20 Jun 2025

15.65%/per year

Since Inception

Absolute Gain%

▲▼

1686 people have invested ₹ 1Cr in Sundaram large and Mid Cap Fund Direct Growth in the last three months

Sundaram large and Mid Cap Fund Performance vs. NIFTY 500

Fund returns vs Benchmark returns vs Category Average returns as on (20-Jun-25)

The fund has outperformed the benchmark (NIFTY 500) over 3Y, 5Y, but underperformed over 1Y.

Period
This Fund
NIFTY 500
Category Avg
1 Month
2.02%
1.97%
2.9%
3 Months
8.09%
8.31%
9.59%
6 Months
-0.81%
3.23%
1.08%
1 Year
3.31%
3.62%
4.4%
3 Years
22.84%
20.87%
24.99%
5 Years
24.26%
22.11%
25.31%

INDmoney Rank

Powered by IND quant engine

IND ranking is not available for this fund.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Sundaram large and Mid Cap Fund
-
6,671Cr
0.78%
3.31%
22.84%
15.65%
Bandhan Large & Mid Cap Fund Direct Growth
1/21
9,107Cr
0.57%
7.5%
31.56%
16.48%
ICICI Prudential Large & Mid Cap Fund Direct Growth
2/21
21,657Cr
0.78%
9.02%
27.96%
17.11%
UTI Large & Mid Cap Fund Direct Growth
3/21
4,544Cr
1.06%
8.04%
28.68%
15.55%
See all
Positive: Beats FD returns for both 3Y & 5Y duration
Beats FD returns for both 3Y & 5Y duration
Negative: 5Y returns in the bottom 25% of the category
5Y returns in the bottom 25% of the category
Negative: 3Y returns in the bottom 25% of the category
3Y returns in the bottom 25% of the category

Sundaram large and Mid Cap Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Sundaram large and Mid Cap Fund Asset Allocation

See fund asset allocation details as on (14-Jun-25)

Fund Distribution

as on (14-Jun-25)

Equity 96.3%

Debt & Cash 3.7%

Large cap
50.3%
Mid cap
36.5%
Small cap
9.5%
Mid Cap allocation has gone up from 35.3% to 36.5%
Mid Cap allocation has gone up from 35.3% to 36.5%
Large Cap allocation has gone down from 50.9% to 50.3%
Large Cap allocation has gone down from 50.9% to 50.3%
Small Cap allocation has gone up from 9.2% to 9.5%
Small Cap allocation has gone up from 9.2% to 9.5%
Cash allocation has gone down from 4.5% to 3.7%
Cash allocation has gone down from 4.5% to 3.7%

Sundaram large and Mid Cap Fund Sector Allocation

See fund sector allocation details as on (14-Jun-25)

Sector Allocation

Equity 96.3%

Debt & Cash 3.7%

Financial Services
23.8%
Consumer Cyclical
17.9%
Industrial
14.6%
Health
9.6%
Tech
7.6%
Communication
6%
Consumer Defensive
5.7%
Energy
5.6%
Basic Materials
4.2%
Real Estate
2.5%
Utilities
2.5%

Top 3 Sectors in May were Financial Services, Consumer Cyclical & Corporate

May'25

Financial Services

28%

Consumer Cyclical

15%

Health

10%

Apr'25

Financial Services

27%

Consumer Cyclical

15%

Corporate

12%

Sundaram large and Mid Cap Fund Holdings Details

as on (31-May-25)

Equity

Holdings
Weight%
1M Change
HDFC Bank Ltd
5.66%
0%
ICICI Bank Ltd
4.55%
0%
Reliance Industries Ltd
4.42%
0%
State Bank of India
2.89%
3.3%
Bharti Airtel Ltd
2.5%
0%
See all
Top Stocks bought last month
Axis Bank Ltd's allocation increased from 1.99% to 2.5%
Axis Bank Ltd's allocation increased from 1.99% to 2.5%
Devyani International Ltd's allocation increased from 0.37% to 0.7%
Devyani International Ltd's allocation increased from 0.37% to 0.7%
JK Cement Ltd's allocation increased from 1.09% to 1.4%
JK Cement Ltd's allocation increased from 1.09% to 1.4%
Top Stocks sold last month
HDFC Bank Ltd's allocation decreased from 5.7 % to 5.66 %
HDFC Bank Ltd's allocation decreased from 5.7 % to 5.66 %
ICICI Bank Ltd's allocation decreased from 4.58 % to 4.55 %
ICICI Bank Ltd's allocation decreased from 4.58 % to 4.55 %
Reliance Industries Ltd's allocation decreased from 4.45 % to 4.42 %
Reliance Industries Ltd's allocation decreased from 4.45 % to 4.42 %

Sundaram large and Mid Cap Fund Direct Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.78%
Benchmark
Nifty LargeMidcap 250 TR INR
AUM₹6671 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP₹100/₹100
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
29.63%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

About Sundaram large and Mid Cap Fund

Sundaram large and Mid Cap Fund Direct Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by S. Bharath, Ashish Aggarwal. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Sundaram large and Mid Cap Fund Direct Growth has ₹6671 Cr worth of assets under management (AUM) as on May 2025 and is more than category average.
  2. The fund has an expense ratio 0.8.

Returns

Sundaram large and Mid Cap Fund Direct Growth has given a CAGR return of 15.65% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 3.31%, 22.84% and 24.26% respectively.

Holdings

Sundaram large and Mid Cap Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Health, Industrial, Energy, Communication, Basic Materials, Consumer Defensive, Tech, Utilities, Real Estate. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, Reliance Industries Ltd, State Bank of India, Bharti Airtel Ltd

Taxation

As it is a large & mid-cap mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Sundaram large and Mid Cap Fund Direct Growth

To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Sundaram large and Mid Cap Fund Direct Growth has no lock in period.

Fund Manager

S. Bharath

Fund Manager of Sundaram large and Mid Cap Fund Direct Growth, since 1 July 2024

Ashish Aggarwal

Fund Manager of Sundaram large and Mid Cap Fund Direct Growth, since 1 January 2022

Learn more about Sundaram Mutual Fund
Parameters
May'25
Apr'25
Mar'25
AUM
₹ 6.7K Cr
₹ 6.5K Cr
₹ 6.4K Cr
  • AUM of the fund stands at 6.7K Cr as of May'25
  • AUM increased by 121.5 Cr between May'25 and Apr'25

Compare Sundaram large and Mid Cap Fund

Sundaram large and Mid Cap Fund

VS

Mirae Asset Large & Midcap Fund Direct Growth

Frequently Asked Questions for Sundaram large and Mid Cap Fund Direct Growth

How do I invest in Sundaram large and Mid Cap Fund?

INDmoney makes it simple to invest in the Sundaram large and Mid Cap Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Sundaram large and Mid Cap Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Sundaram large and Mid Cap Fund?

The NAV of the fund today is ₹93.95. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Sundaram large and Mid Cap Fund fund has generated a return of 3.31% in 1 year, 22.84% in 3 years, 24.26% in 5 years.

Who is the fund manager of Sundaram large and Mid Cap Fund?

The fund managers are S. Bharath, Ashish Aggarwal.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-365 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.78%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹6671 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Sundaram large and Mid Cap Fund?

The top 3 holdings of the fund are HDFC Bank Ltd(5.66%), ICICI Bank Ltd(4.55%), Reliance Industries Ltd(4.42%)