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Sundaram Large and Mid Cap Fund(G)-Direct Plan

Sundaram Large and Mid Cap Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+14.01%

5Y annualised

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NAV : 27 Aug 2026

₹108.41

Min. SIP amount

₹100

Fund size (AUM)

6936 Cr

Expense ratio

0.77%

Launched on

08 Jan 2013

Lock-in period

N/A

Benchmark

Nifty Mid Cap

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,78,239

Stock Allocation

Stock nameSectorAllocation
Kotak Mahindra Bank LtdBank9.38%
Trent LtdRetailing4.66%
Multi Commodity Exchange Of India LtdFinance3.68%

Fund Composition

6936 Cr

Large Cap

37.51%

Mid Cap

37.64%

Small Cap

24.13%

Others

0.72%

Sector Allocation

6936 Cr

Bank

22.88%

Finance

11.36%

Retailing

7.97%

Healthcare

6.91%

Automobile & Ancillaries

6.80%

It

6.19%

Capital Goods

3.65%

Crude Oil

3.50%

Others

30.34%

Minimum investments

Min. for SIP100
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

Nil upto 25% of units and 1% for remaining units on or before 365D, Nil after 365D

No exit load after holding period

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

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

MR

Madanagopal Ramu

Present

Similar/Peer Fund Comparison

Fund name
M

Motilal Oswal Large & Midcap Fund(G)-Direct Plan

+24.04%
H

HSBC Large & Mid Cap Fund(G)-Direct Plan

+20.04%
Q

Quant Large & Mid Cap Fund(G)-Direct Plan

+17.50%
S

Sundaram Large and Mid Cap Fund(G)-Direct Plan

+17.10%
I

Invesco India Large & Mid Cap Fund(G)-Direct Plan

+24.76%
B

Bank of India Large & Mid Cap Fund(G)-Direct Plan

+15.86%
A

Aditya Birla SL Large & Mid Cap Fund(G)-Direct Plan

+13.65%
W

WOC Large & Mid Cap Fund(G)-Direct Plan

+0.00%

FAQs

Sundaram Large and Mid Cap Fund(G)-Direct Plan is a part of Sundaram Asset Management Company Limited, it was incepted on 08 Jan 2013. This fund is managed by Madanagopal Ramu. It is a Equity type of fund.

The current NAV of Sundaram Large and Mid Cap Fund(G)-Direct Plan is ₹108.41 (as of 27 Aug 2026).

Sundaram Large and Mid Cap Fund(G)-Direct Plan has delivered 14.16% in 1 year, 17.10% in 3 years, and 14.01% in 5 years (annualised).

The minimum SIP amount for Sundaram Large and Mid Cap Fund(G)-Direct Plan is ₹100.

The expense ratio of Sundaram Large and Mid Cap Fund(G)-Direct Plan is 0.77%.

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