Site Logo

Download QR

Open Free Demat Account!

Join Our 9 Lakh Customers

+91
Headphone

Home

Mutual Funds

Sundaram Large and Mid Cap Fund

Su

Sundaram Large and Mid Cap Fund

Large & MidCapRank #5
2/5

NAV (2026-07-14)

90.64

AUM

₹6,990.73 Cr

Exp. Ratio: 2.52%

RISK LEVEL

Very High

Returns & Performance

1 Year6.34%4.37% vs cat avgRank #5
3 Year14.32%0.63% vs cat avgRank #15
5 Year12.69%0.91% vs cat avgRank #14
Since Launch13.99%--

Fund vs Category Average

1Y
6.34%+4.37%
3Y
14.32%-0.63%
5Y
12.69%-0.91%

Pros & Cons

Pros

Outperforms category avg on 1Y returns
No lock-in period
Top-5 ranked in category for 1Y (#5)
Overall top-10 rank in category (#5)

Cons

3Y returns below category average
5Y returns below category average
Higher expense ratio (2.52%)
ISININF903J01DT1
NAV₹90.64
NAV Date2026-07-14
AUM₹6,990.73 Cr
Expense Ratio2.52%
RiskVery High
Rating2 / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹100
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1996-02-26

INVESTMENT OBJECTIVE

The scheme seeks capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks

Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Madanagopal Ramu

MBA, Grad.CWA

Prior to joining the Sundaram AMC, he was associated with Centrum Broking Pvt Ltd, Sundaram Mutual Fund, Sundaram Alternates and Motilal Oswal AMC

Top Holdings

Holdings data not available for this scheme