
Sundaram Large and Mid Cap Fund(G)-Direct Plan
+10.82%
5Y annualised
+10.82%
5Y annualised
+1.32% 1D
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Buy, Hold or Sell?
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NAV : 09 Oct 2026
₹100.37
Min. SIP amount
₹100
Fund size (AUM)
7131 Cr
Expense ratio
0.77%
Launched on
08 Jan 2013
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
NAV : 09 Oct 2026
₹100.37
Min. SIP amount
₹100
Fund size (AUM)
7131 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
36.08%
Mid Cap
35.04%
Small Cap
24.35%
Others
4.54%
Sector Allocation
It
14.63%
Automobile & Ancillaries
11.38%
Bank
10.07%
Finance
9.93%
Capital Goods
8.94%
Domestic Equities
7.30%
Retailing
7.00%
Alcohol
5.19%
Others
25.57%
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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Invesco India Large & Mid Cap Fund(G)-Direct Plan
Sundaram Large and Mid Cap Fund(G)-Direct Plan
Axis Large & Mid Cap Fund(G)-Direct Plan
Bank of India Large & Mid Cap Fund(G)-Direct Plan
Union Large & Midcap Fund(G)-Direct Plan
FAQs
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