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.

₹92.05

▲0.8%1D

NAV as on 14 May 2025

15.6%/per year

Since Inception

Absolute Gain%

▲▼

1635 people have invested ₹ 95.4L 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 (14-May-25)

The fund has consistently outperformed the benchmark (NIFTY 500) over the last 1Y, 3Y, 5Y time periods.

Period
This Fund
NIFTY 500
Category Avg
1 Month
7.04%
8.42%
7.63%
3 Months
8.83%
9.05%
6.64%
6 Months
0.26%
2.44%
0.77%
1 Year
9.9%
8.78%
10.88%
3 Years
20.51%
18.65%
21.98%
5 Years
26.14%
24.52%
26.46%

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
-
6,550Cr
0.86%
9.9%
20.51%
15.6%
Invesco India Large&MidCap Fund Direct Growth
5/21
6,765Cr
0.7%
20.52%
28.81%
18.35%
HDFC Large and Mid Cap Fund Direct Growth
6/21
24,326Cr
0.96%
10.53%
25.41%
14.12%
SBI Large & Midcap Fund Direct Growth
7/21
30,133Cr
0.75%
13.12%
21.64%
17.33%
See all
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Beats FD returns for both 3Y & 5Y duration
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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

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Total Investment

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Profit

Total Corpus

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Sundaram large and Mid Cap Fund Asset Allocation

See fund asset allocation details as on (13-May-25)

Fund Distribution

as on (13-May-25)

Equity 95.5%

Debt & Cash 4.5%

Large cap
50.9%
Mid cap
35.3%
Small cap
9.2%
Mid Cap allocation has gone up from 35.3% to 35.3%
Mid Cap allocation has gone up from 35.3% to 35.3%
Large Cap allocation has gone down from 51.2% to 50.9%
Large Cap allocation has gone down from 51.2% to 50.9%
Small Cap allocation has gone up from 8.1% to 9.2%
Small Cap allocation has gone up from 8.1% to 9.2%
Cash allocation has gone down from 5.1% to 4.5%
Cash allocation has gone down from 5.1% to 4.5%
Debt allocation has gone down from 0.3% to 0%
Debt allocation has gone down from 0.3% to 0%

Sundaram large and Mid Cap Fund Sector Allocation

See fund sector allocation details as on (13-May-25)

Sector Allocation

Equity 95.5%

Debt & Cash 4.5%

Financial Services
23.4%
Consumer Cyclical
17.3%
Industrial
14.9%
Health
10.2%
Tech
7.1%
Communication
6%
Energy
5.9%
Consumer Defensive
5.7%
Basic Materials
4.4%
Utilities
2.8%
Real Estate
2.5%

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

Apr'25

Financial Services

27%

Consumer Cyclical

15%

Corporate

12%

Mar'25

Financial Services

27%

Corporate

19%

Consumer Cyclical

15%

Sundaram large and Mid Cap Fund Holdings Details

as on (30-Apr-25)

Equity

Debt & Cash

Holdings
Weight%
1M Change
HDFC Bank Ltd
5.7%
0%
ICICI Bank Ltd
4.58%
-5.6%
Reliance Industries Ltd
4.45%
1.7%
State Bank of India
2.77%
0%
Bharti Airtel Ltd
2.56%
0%
See all
Top Stocks bought last month
Amber Enterprises India Ltd Ordinary Shares's allocation increased from 1.66% to 1.95%
Amber Enterprises India Ltd Ordinary Shares's allocation increased from 1.66% to 1.95%
Mahindra & Mahindra Financial Services Ltd's allocation increased from 1.08% to 1.35%
Mahindra & Mahindra Financial Services Ltd's allocation increased from 1.08% to 1.35%
PI Industries Ltd's allocation increased from 0.95% to 1.18%
PI Industries Ltd's allocation increased from 0.95% to 1.18%
Top Stocks sold last month
HDFC Bank Ltd's allocation decreased from 5.73 % to 5.56 %
HDFC Bank Ltd's allocation decreased from 5.73 % to 5.56 %
Reliance Industries Ltd's allocation decreased from 4.18 % to 4.08 %
Reliance Industries Ltd's allocation decreased from 4.18 % to 4.08 %
Infosys Ltd's allocation decreased from 2.88 % to 2.46 %
Infosys Ltd's allocation decreased from 2.88 % to 2.46 %

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 ratio0.86%
Benchmark
Nifty LargeMidcap 250 TR INR
AUM₹6550 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 ₹6550 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
  2. The fund has an expense ratio 0.9.

Returns

Sundaram large and Mid Cap Fund Direct Growth has given a CAGR return of 15.60% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 9.90%, 20.51% and 26.14% respectively.

Holdings

Sundaram large and Mid Cap Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Corporate, Health, Industrial, Energy, Communication, Consumer Defensive, Basic Materials, Tech, Utilities, Real Estate, Government. 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
Apr'25
Mar'25
Feb'25
AUM
₹ 6.5K Cr
₹ 6.4K Cr
₹ 5.9K Cr
  • AUM of the fund stands at 6.5K Cr as of Apr'25
  • AUM increased by 168.5 Cr between Apr'25 and Mar'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

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

The current NAV of Sundaram large and Mid Cap Fund Direct Growth is ₹92.05 as on 14-May-2025.

What are the average returns of Sundaram large and Mid Cap Fund Direct Growth?

Existing (Absolute + CAGR) as on 14-May-2025.
Sundaram large and Mid Cap Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
7.04%
7.04%
6 Month Returns
0.26%
0.26%
1 Year Returns
9.9%
9.9%
3 Years Returns
75.03%
20.51%

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

With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.

What is the expense ratio of Sundaram large and Mid Cap Fund Direct Growth?

0.86% as on April 2025

What is net assets under management (AUM) of Sundaram large and Mid Cap Fund Direct Growth?

₹6550 Cr as on April 2025

What are the top 5 holdings of Sundaram large and Mid Cap Fund Direct Growth?

HDFC Bank Ltd(5.7%), ICICI Bank Ltd(4.58%), Reliance Industries Ltd(4.45%), State Bank of India(2.77%), Bharti Airtel Ltd(2.56%) as on April 2025

What are the top 3 sectors that this Sundaram large and Mid Cap Fund Direct Growth has invested in?

Financial Services(25.94%), Consumer Cyclical(13.94%), Health(10.05%) as on April 2025

What is the alpha of Sundaram large and Mid Cap Fund Direct Growth?

The alpha ratio for the Sundaram large and Mid Cap Fund Direct Growth for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
Sundaram large and Mid Cap Fund Direct Growth
1.2
-1.19
-0.78
As on April 2025
The alpha for Sundaram large and Mid Cap Fund Direct Growth is calculated against Nifty LargeMidcap 250 TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.

What is the beta of Sundaram large and Mid Cap Fund Direct Growth??

The Beta ratio for the Sundaram large and Mid Cap Fund Direct Growth for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
Sundaram large and Mid Cap Fund Direct Growth
1.03
0.98
0.95
As on April 2025
The Beta for Sundaram large and Mid Cap Fund Direct Growth is calculated with Nifty LargeMidcap 250 TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.

What is the sharpe ratio of Sundaram large and Mid Cap Fund Direct Growth?

The sharpe ratio for the Sundaram large and Mid Cap Fund Direct Growth for various period is as follows:
Fund Name
Sharpe Ratio 1 Year
Sharpe Ratio 3 Years
Sharpe Ratio 5 Years
Sundaram large and Mid Cap Fund Direct Growth
0.13
0.64
1.19
As on April 2025
The sharpe ratio for Sundaram large and Mid Cap Fund Direct Growth is calculated with Nifty LargeMidcap 250 TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.

What is the standard deviation of Sundaram large and Mid Cap Fund Direct Growth?

The standard deviation for the Sundaram large and Mid Cap Fund Direct Growth for various period is as follows:
Fund Name
Standard Deviation 1 Year
Standard Deviation 3 Years
Standard Deviation 5 Years
Sundaram large and Mid Cap Fund Direct Growth
18.22
15.41
15.03
As on April 2025
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.

What is the Sortino ratio of Sundaram large and Mid Cap Fund Direct Growth?

Sortino ratio is 1.03 as on April 2025. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.

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

S. Bharath, Ashish Aggarwal are the fund managers of Sundaram large and Mid Cap Fund Direct Growth

What is the exit load of Sundaram large and Mid Cap Fund Direct Growth?

The Exit load of Sundaram large and Mid Cap Fund Direct Growth is 1%