Sundaram Large and Mid Cap Fund - Direct (G) logo

Sundaram Large and Mid Cap Fund Direct Growth

NAV ₹100.00 as on 17 Nov 2025

RiskVery High

Fund Size₹6,997.72Cr

NAV₹100.00 as on 17 Nov 2025
RiskVery High
Fund Size₹6,997.72Cr

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Investment Details
Top Rated Funds

Lock-in

No Lock-in

Min One Time Amount

₹100

Min Withdrawal Amount

₹-

Min SIP Amount

₹100

Min Additional Amount

₹100

Exit Load

If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.

Basic Details

Age

12 years 10 months (Since Jan 08, 2013)

Return since Launch

15.67%

Expense ratio

0.77%

Type

OPEN

AUM (Fund Size)

₹6,997.72

Risk Grade

Very High

Benchmark

Nifty LargeMidcap 250 TRI

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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Fund Manager

Name:

Ashish Aggarwal

Experience:

Ashish Aggarwal has 15 years' experience across buy-side and sell-side. He has earlier worked with IL&FS Investment, Tata Securities and Antique Stock Broking. He has been working in Principal Asset Management Private Limited since August'2015.

Scheme Holding Summary

Banks

Refineries

Telecom-Service

Consumer Durables

IT - Software

Infrastructure Developers & Operators

Capital Goods-Non Electrical Equipment

Auto Ancillaries

Pharmaceuticals

Lupin Ltd

1.21%

Steel

Finance

Healthcare

FMCG

Emami Ltd

0.84%

Realty

Quick Service Restaurant

Aerospace & Defence

Automobile

Cement

Financial Services

Cables

E-Commerce/App based Aggregator

Textiles

Alcoholic Beverages

Marine Port & Services

Fertilizers

Miscellaneous

Agro Chemicals

Stock/ Commodity Brokers

Hotels & Restaurants

Bearings

SKF India Industrial Ltd

0.39%

Power Generation & Distribution

Tyres

Logistics

Debt Others

Diamond, Gems and Jewellery

Paints/Varnish

See All
RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at Very High Risk

Fund house & investment objective
Rank (total assets)#21 in India
Total AUM₹74,005.23Cr
Date of Incorporation26 Feb 1996
Sundaram Large and Mid Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 08 Jan 2013. The fund currently has an Asset Under Management(AUM) of ₹74,005.23 Cr and the Latest NAV as of 17 Nov 2025 is ₹100.00.
The Sundaram Large and Mid Cap Fund Direct Growth is rated Very High. Minimum SIP Investment is set to ₹100 . Minimum Lumpsum Investment is ₹100. Exit load of If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. .
...Read more
Returns and Rankings

Category: Equity Large & Mid Cap Fund

1Y3Y5YAll
Fund returns8.93%5.64%3.84%1.22%
Category average8.67%5.90%3.96%-
Rank within category000-

FAQ’s

What kind of returns does Sundaram Large and Mid Cap Fund Direct Growth provide?

Sundaram Large and Mid Cap Fund Direct Growth has given a return of 17.89% in the past 3 years.

What is the expense ratio charged by Sundaram Large and Mid Cap Fund Direct Growth?

The Expense Ratio charged by Sundaram Large and Mid Cap Fund Direct Growth is 0.77%.

What is the AUM size of Sundaram Large and Mid Cap Fund Direct Growth?

The AUM size of Sundaram Large and Mid Cap Fund Direct Growth is ₹6,997.72Cr.

What is the minimum SIP amount that you can invest in Sundaram Large and Mid Cap Fund Direct Growth?

₹100 is the minimum SIP amount that you can invest in Sundaram Large and Mid Cap Fund Direct Growth .

What are the top stock holdings of Sundaram Large and Mid Cap Fund Direct Growth?

The top stock holdings of Sundaram Large and Mid Cap Fund Direct Growth include , HDFC Bank Ltd , State Bank of India , ICICI Bank Ltd and Axis Bank Ltd.

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start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.