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Sundaram Large and Mid Cap Fund
Large & MidCapRank #6
2/5
NAV (2026-09-11)
₹93.46
AUM
₹7,543.73 Cr
Exp. Ratio: 2.36%
RISK LEVEL
Very High
Returns & Performance
1 Year9.52%7.99% vs cat avgRank #4
3 Year13.21%2.70% vs cat avgRank #7
5 Year11.45%0.63% vs cat avgRank #13
Since Launch14.05%3.44% vs cat avg
Fund vs Category Average
1Y
9.52%+7.99%
3Y
13.21%+2.70%
5Y
11.45%+0.63%
Pros & Cons
Pros
✔Outperforms category avg on 1Y returns
✔Strong 3Y track record vs category
✔Above category avg 5Y returns
✔No lock-in period
✔Top-5 ranked in category for 1Y (#4)
✔Overall top-10 rank in category (#6)
Cons
✖Higher expense ratio (2.36%)
✖Returns since launch below category avg
ISININF903J01DT1
NAV₹93.46
NAV Date2026-09-11
AUM₹7,543.73 Cr
Expense Ratio2.36%
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
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Sundaram Large and Mid Cap Fund is ₹93.46 as of 2026-09-11.
Sundaram Large and Mid Cap Fund is classified as a Large & MidCap fund.
Sundaram Large and Mid Cap Fund is managed by Sundaram Mutual Fund.
The Assets Under Management (AUM) of Sundaram Large and Mid Cap Fund is ₹7,543.73 Cr.
The expense ratio of Sundaram Large and Mid Cap Fund is 2.36%.
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 9.52% (1Y), 13.21% (3Y) and 11.45% (5Y) annualised returns as of 2026-09-11.
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.
