
Sundaram Large and Mid Cap Fund(G)-Direct Plan
+14.01%
5Y annualised
+14.01%
5Y annualised
-0.16% 1D
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Buy, Hold or Sell?
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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
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
Stock Allocation
Fund Composition
Large Cap
37.51%
Mid Cap
37.64%
Small Cap
24.13%
Others
0.72%
Sector Allocation
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
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
Motilal Oswal Large & Midcap Fund(G)-Direct Plan
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Quant Large & Mid Cap Fund(G)-Direct Plan
Sundaram Large and Mid Cap Fund(G)-Direct Plan
Invesco India Large & Mid Cap Fund(G)-Direct Plan
Bank of India Large & Mid Cap Fund(G)-Direct Plan
Aditya Birla SL Large & Mid Cap Fund(G)-Direct Plan
WOC Large & Mid Cap Fund(G)-Direct Plan
FAQs
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