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
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Sundaram Large and Mid Cap Fund is ₹95.2 as of 2026-08-28.
Sundaram Large and Mid Cap Fund is classified as a Large & MidCap fund.
The Assets Under Management (AUM) of Sundaram Large and Mid Cap Fund is ₹7,221.67 Cr.
The expense ratio of Sundaram Large and Mid Cap Fund is 2.43%.
Sundaram Large and Mid Cap Fund is managed by Madanagopal Ramu.
The minimum SIP investment for Sundaram Large and Mid Cap Fund is ₹100.
The exit load for Sundaram Large and Mid Cap Fund is 1%.
As per the SEBI Riskometer, Sundaram Large and Mid Cap Fund carries a Very High risk level.
Sundaram Large and Mid Cap Fund has delivered 13.8% (1Y), 15.72% (3Y) and 12.79% (5Y) annualised returns as of 2026-08-28.
Sundaram Large and Mid Cap Fund was launched on 1996-02-26.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
