
Sundaram Large and Mid Cap Fund(G)-Direct Plan
+11.52%
5Y annualised
+11.52%
5Y annualised
-0.09% 1D
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Buy, Hold or Sell?
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NAV : 16 Sep 2026
₹103.56
Min. SIP amount
₹100
Fund size (AUM)
7543 Cr
Expense ratio
0.77%
Launched on
08 Jan 2013
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
NAV : 16 Sep 2026
₹103.56
Min. SIP amount
₹100
Fund size (AUM)
7543 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
Stock Allocation
Fund Composition
Large Cap
36.84%
Mid Cap
36.69%
Small Cap
22.60%
Others
3.87%
Sector Allocation
It
14.88%
Automobile & Ancillaries
11.18%
Finance
10.35%
Bank
9.10%
Capital Goods
8.33%
Retailing
6.97%
Domestic Equities
6.71%
Alcohol
5.04%
Others
27.44%
Minimum investments
Returns vs rankings
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
Madanagopal Ramu
Present
Similar/Peer Fund Comparison
Quant Large & Mid Cap Fund(G)-Direct Plan
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Sundaram Large and Mid Cap Fund(G)-Direct Plan
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Bank of India Large & Mid Cap Fund(G)-Direct Plan
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FAQs
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