How to Invest in Sundaram Large and Mid Cap Fund Direct Growth?

You can easily invest in Sundaram Large and Mid Cap Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Sundaram Large and Mid Cap Fund Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Sundaram Large and Mid Cap Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

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

The Sundaram Large and Mid Cap Fund Direct Growth has been there from 08 Jan 2013 and the average annual returns provided by this fund is 17.30% since its inception.

How much expense ratio is charged by Sundaram Large and Mid Cap Fund Direct Growth?

The term Expense Ratio used for Sundaram Large and Mid Cap Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Sundaram Large and Mid Cap Fund Direct Growth is 0.76% as of 04 Dec 2023...

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

The AUM, short for Assets Under Management of Sundaram Large and Mid Cap Fund Direct Growth is ₹5,313.08Cr as of 04 Dec 2023.

How to Redeem Sundaram Large and Mid Cap Fund Direct Growth?

If you want to sell your Sundaram Large and Mid Cap Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Sundaram Large and Mid Cap Fund Direct Growth?

You can select either SIP or Lumpsum investment of Sundaram Large and Mid Cap Fund Direct Growth based on your investment objective and risk tolerance.

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

The NAV of Sundaram Large and Mid Cap Fund Direct Growth is ₹73.51 as of 01 Dec 2023.

What is the PE and PB ratio of Sundaram Large and Mid Cap Fund Direct Growth?

The PE ratio ratio of Sundaram Large and Mid Cap Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Sundaram Large and Mid Cap Fund Direct Growth - NAV, Mutual Fund Performance & Portfolio

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Sundaram Large and Mid Cap Fund Direct Growth
Equity
Large & MidCap
Very High Risk
21.80%
3Y annualised
+0.79% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 01 Dec 2023₹73.51
Min. SIP amount₹100
Rating2
Fund size₹5,313.08Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns17.3%21.8%17.3%18.2%
Category average19.2%21.8%16.7%NA
Rank with in category201715NA
Understand terms
Holdings (80)NameSectorInstrumentAssets
HDFC Bank Ltd.
FinancialEquity5.4%
ICICI Bank Ltd.
FinancialEquity4.7%
Reliance Industries Ltd.
EnergyEquity3.7%
Infosys Ltd.
TechnologyEquity3.3%
Larsen & Toubro Ltd.
ConstructionEquity2.5%
Axis Bank Ltd.
FinancialEquity2.3%
State Bank of India
FinancialEquity2.3%
Cholamandalam Investment and Finance Company Ltd.
FinancialEquity1.7%
Power Finance Corporation Ltd.
FinancialEquity1.7%
Tata Consultancy Services Ltd.
TechnologyEquity1.6%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and cons
Category: Equity Large & MidCap
Pros
Cons
5Y and 10Y annualised returns higher than category average
Consistently lower annualised returns than category average for the past 1Y and 3Y
Lower expense ratio: 0.76%
Low rating: 2
Higher alpha: 2.09
The fund has generated returns higher than benchmark - NIFTY Large Midcap 250 Total Return Index - in the last 3Y 
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
27 Nov 2023 - Present
0.76%
26 Nov 2023 - 27 Nov 2023
0.76%
25 Nov 2023 - 26 Nov 2023
0.76%
24 Nov 2023 - 25 Nov 2023
0.76%
23 Nov 2023 - 24 Nov 2023
0.76%
22 Nov 2023 - 23 Nov 2023
0.76%
21 Nov 2023 - 22 Nov 2023
0.76%
20 Nov 2023 - 21 Nov 2023
0.76%
19 Nov 2023 - 20 Nov 2023
0.76%
18 Nov 2023 - 19 Nov 2023
0.76%
17 Nov 2023 - 18 Nov 2023
0.76%
16 Nov 2023 - 17 Nov 2023
0.76%
15 Nov 2023 - 16 Nov 2023
0.76%
14 Nov 2023 - 15 Nov 2023
0.76%
13 Nov 2023 - 14 Nov 2023
0.76%
12 Nov 2023 - 13 Nov 2023
0.76%
11 Nov 2023 - 12 Nov 2023
0.76%
10 Nov 2023 - 11 Nov 2023
0.76%
09 Nov 2023 - 10 Nov 2023
0.76%
08 Nov 2023 - 09 Nov 2023
0.76%
07 Nov 2023 - 08 Nov 2023
0.77%
06 Nov 2023 - 07 Nov 2023
0.77%
05 Nov 2023 - 06 Nov 2023
0.77%
04 Nov 2023 - 05 Nov 2023
0.77%
03 Nov 2023 - 04 Nov 2023
0.77%
02 Nov 2023 - 03 Nov 2023
0.75%
01 Nov 2023 - 02 Nov 2023
0.75%
31 Oct 2023 - 01 Nov 2023
0.75%
30 Oct 2023 - 31 Oct 2023
0.75%
29 Oct 2023 - 30 Oct 2023
0.75%
28 Oct 2023 - 29 Oct 2023
0.75%
27 Oct 2023 - 28 Oct 2023
0.75%
26 Oct 2023 - 27 Oct 2023
0.75%
25 Oct 2023 - 26 Oct 2023
0.75%
24 Oct 2023 - 25 Oct 2023
0.75%
23 Oct 2023 - 24 Oct 2023
0.75%
22 Oct 2023 - 23 Oct 2023
0.74%
21 Oct 2023 - 22 Oct 2023
0.74%
20 Oct 2023 - 21 Oct 2023
0.74%
19 Oct 2023 - 20 Oct 2023
0.74%
18 Oct 2023 - 19 Oct 2023
0.74%
17 Oct 2023 - 18 Oct 2023
0.74%
16 Oct 2023 - 17 Oct 2023
0.74%
15 Oct 2023 - 16 Oct 2023
0.74%
14 Oct 2023 - 15 Oct 2023
0.74%
13 Oct 2023 - 14 Oct 2023
0.74%
12 Oct 2023 - 13 Oct 2023
0.74%
11 Oct 2023 - 12 Oct 2023
0.74%
10 Oct 2023 - 11 Oct 2023
0.74%
09 Oct 2023 - 10 Oct 2023
0.74%
08 Oct 2023 - 09 Oct 2023
0.74%
07 Oct 2023 - 08 Oct 2023
0.74%
06 Oct 2023 - 07 Oct 2023
0.74%
05 Oct 2023 - 06 Oct 2023
0.74%
04 Oct 2023 - 05 Oct 2023
0.74%
03 Oct 2023 - 04 Oct 2023
0.74%
02 Oct 2023 - 03 Oct 2023
0.74%
01 Oct 2023 - 02 Oct 2023
0.74%
30 Sep 2023 - 01 Oct 2023
0.74%
29 Sep 2023 - 30 Sep 2023
0.74%
28 Sep 2023 - 29 Sep 2023
0.74%
27 Sep 2023 - 28 Sep 2023
0.74%
26 Sep 2023 - 27 Sep 2023
0.74%
25 Sep 2023 - 26 Sep 2023
0.74%
24 Sep 2023 - 25 Sep 2023
0.74%
23 Sep 2023 - 24 Sep 2023
0.74%
22 Sep 2023 - 23 Sep 2023
0.74%
21 Sep 2023 - 22 Sep 2023
0.74%
20 Sep 2023 - 21 Sep 2023
0.74%
19 Sep 2023 - 20 Sep 2023
0.73%
18 Sep 2023 - 19 Sep 2023
0.73%
17 Sep 2023 - 18 Sep 2023
0.73%
16 Sep 2023 - 17 Sep 2023
0.73%
15 Sep 2023 - 16 Sep 2023
0.73%
14 Sep 2023 - 15 Sep 2023
0.73%
13 Sep 2023 - 14 Sep 2023
0.74%
12 Sep 2023 - 13 Sep 2023
0.74%
11 Sep 2023 - 12 Sep 2023
0.73%
10 Sep 2023 - 11 Sep 2023
0.73%
09 Sep 2023 - 10 Sep 2023
0.73%
08 Sep 2023 - 09 Sep 2023
0.73%
07 Sep 2023 - 08 Sep 2023
0.74%
06 Sep 2023 - 07 Sep 2023
0.74%
05 Sep 2023 - 06 Sep 2023
0.74%
04 Sep 2023 - 05 Sep 2023
0.74%
03 Sep 2023 - 04 Sep 2023
0.74%
02 Sep 2023 - 03 Sep 2023
0.74%
01 Sep 2023 - 02 Sep 2023
0.74%
31 Aug 2023 - 01 Sep 2023
0.73%
31 Jul 2023 - 31 Aug 2023
0.73%
30 Jun 2023 - 31 Jul 2023
0.74%
31 May 2023 - 30 Jun 2023
0.74%
30 Apr 2023 - 31 May 2023
0.76%
31 Mar 2023 - 30 Apr 2023
0.77%
28 Feb 2023 - 31 Mar 2023
0.72%
31 Jan 2023 - 28 Feb 2023
0.72%
31 Dec 2022 - 31 Jan 2023
0.71%
31 Dec 2022 - 31 Dec 2022
0.71%
31 Dec 2022 - 31 Dec 2022
0.71%
30 Nov 2022 - 31 Dec 2022
0.70%
30 Nov 2022 - 30 Nov 2022
0.70%
30 Nov 2022 - 30 Nov 2022
0.70%
31 Oct 2022 - 30 Nov 2022
0.73%
31 Oct 2022 - 31 Oct 2022
0.73%
31 Oct 2022 - 31 Oct 2022
0.73%
30 Sep 2022 - 31 Oct 2022
0.73%
30 Sep 2022 - 30 Sep 2022
0.73%
30 Sep 2022 - 30 Sep 2022
0.73%
31 Aug 2022 - 30 Sep 2022
0.73%
31 Aug 2022 - 31 Aug 2022
0.73%
31 Jul 2022 - 31 Aug 2022
0.74%
31 Jul 2022 - 31 Jul 2022
0.74%
30 Jun 2022 - 31 Jul 2022
0.75%
30 Jun 2022 - 30 Jun 2022
0.75%
31 May 2022 - 30 Jun 2022
0.75%
31 May 2022 - 31 May 2022
0.75%
30 Apr 2022 - 31 May 2022
0.74%
30 Apr 2022 - 30 Apr 2022
0.74%
31 Mar 2022 - 30 Apr 2022
0.74%
31 Mar 2022 - 31 Mar 2022
0.74%
28 Feb 2022 - 31 Mar 2022
0.75%
28 Feb 2022 - 28 Feb 2022
0.75%
31 Jan 2022 - 28 Feb 2022
0.74%
31 Jan 2022 - 31 Jan 2022
0.74%
31 Dec 2021 - 31 Jan 2022
0.86%
30 Nov 2021 - 31 Dec 2021
0.90%
31 Oct 2021 - 30 Nov 2021
0.90%
30 Sep 2021 - 31 Oct 2021
0.90%
31 Aug 2021 - 30 Sep 2021
0.92%
31 Jul 2021 - 31 Aug 2021
0.92%
30 Jun 2021 - 31 Jul 2021
0.93%
31 May 2021 - 30 Jun 2021
0.94%
30 Apr 2021 - 31 May 2021
0.95%
31 Mar 2021 - 30 Apr 2021
0.96%
28 Feb 2021 - 31 Mar 2021
1.06%
31 Jan 2021 - 28 Feb 2021
1.08%
31 Dec 2020 - 31 Jan 2021
1.07%
30 Nov 2020 - 31 Dec 2020
0.83%
31 Oct 2020 - 30 Nov 2020
0.86%
30 Sep 2020 - 31 Oct 2020
0.86%
31 Aug 2020 - 30 Sep 2020
0.85%
31 Jul 2020 - 31 Aug 2020
0.87%
30 Jun 2020 - 31 Jul 2020
0.78%
31 May 2020 - 30 Jun 2020
1.00%
30 Apr 2020 - 31 May 2020
0.92%
31 Mar 2020 - 30 Apr 2020
0.85%
29 Feb 2020 - 31 Mar 2020
0.88%
31 Jan 2020 - 29 Feb 2020
0.89%
31 Dec 2019 - 31 Jan 2020
1.11%
30 Nov 2019 - 31 Dec 2019
1.24%
31 Oct 2019 - 30 Nov 2019
1.28%
30 Sep 2019 - 31 Oct 2019
1.59%
31 Aug 2019 - 30 Sep 2019
1.70%
31 Jul 2019 - 31 Aug 2019
1.70%
30 Jun 2019 - 31 Jul 2019
1.70%
31 May 2019 - 30 Jun 2019
1.71%
30 Apr 2019 - 31 May 2019
1.73%
31 Mar 2019 - 30 Apr 2019
1.68%
28 Feb 2019 - 31 Mar 2019
1.78%
31 Jan 2019 - 28 Feb 2019
1.79%
31 Dec 2018 - 31 Jan 2019
1.80%
30 Nov 2018 - 31 Dec 2018
1.81%
31 Oct 2018 - 30 Nov 2018
1.92%
30 Sep 2018 - 31 Oct 2018
1.92%
31 Aug 2018 - 30 Sep 2018
1.79%
31 Jul 2018 - 31 Aug 2018
1.82%
30 Jun 2018 - 31 Jul 2018
1.83%
31 May 2018 - 30 Jun 2018
2.01%
30 Apr 2018 - 31 May 2018
2.00%
31 Mar 2018 - 30 Apr 2018
0.83%
28 Feb 2018 - 31 Mar 2018
0.83%
31 Jan 2018 - 28 Feb 2018
0.84%
31 Dec 2017 - 31 Jan 2018
0.85%
30 Nov 2017 - 31 Dec 2017
1.13%
31 Oct 2017 - 30 Nov 2017
1.80%
Expense ratio, exit load and taxExpense ratio: 0.76%Inclusive of GST
Exit loadFor units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100
Fund managementRavi Gopalakrishnan
Jan 2022 - Present
View details
Education
Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.
Also manages these schemes
Principal Dividend Yield Fund Direct-Growth
Principal Emerging Bluechip Fund Direct Growth
Principal Multi Cap Growth Fund - Direct - Growth
Principal Equity Savings Fund - Direct - Growth
Principal Balanced Advantage Fund Direct-Growth
Principal Personal Tax Saver Fund Direct
Sundaram Large and Mid Cap Fund Direct Growth
Sundaram Small Cap Fund Direct Growth
Principal Retirement Savings Fund Progressive Plan Direct Growth
Principal Retirement Savings Fund Conservative Plan Direct Growth
Principal Retirement Savings Fund Moderate Plan Direct Growth
Sundaram Services Fund Direct Growth
Principal Small Cap Fund Direct Growth
Principal Midcap Fund Direct Growth
Sundaram Large Cap Fund Direct Growth
Sundaram Flexi Cap Fund Direct Growth
Ashish Aggarwal
Jan 2022 - Present
View details
Education
Mr. Aggarwal has done BE, PGPM
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, IL&FS Investsmart, Tata Securities and Antique Stock Broking.
Also manages these schemes
Sundaram Large and Mid Cap Fund Direct Growth
Sundaram Consumption Fund Direct Growth
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Global Brand Direct Growth
Sundaram Debt Oriented Hybrid Fund Direct Plan Growth
Sundaram Infrastructure Advantage Fund Direct Growth
Sundaram Nifty 100 Equal Weight Fund Direct Growth
Sundaram Arbitrage Fund Direct Growth
Sundaram Dividend Yield Fund Direct Growth
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹48,877.10Cr
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 26 Feb 1996. S Krishnakumar, Madanagopal Ramu is the Current Fund Manager of Sundaram Large and Mid Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹48,877 Cr and the Latest NAV as of 01 Dec 2023 is ₹73.51.
The Sundaram Large and Mid Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
;
Investment ObjectiveThe scheme seeks capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
;
Fund benchmarkNIFTY Large Midcap 250 Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor,Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Website
www.sundarammutual.com
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Sundaram Large and Mid Cap Fund Direct Growth
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	17.3%	21.8%	17.3%	18.2%
Category average	19.2%	21.8%	16.7%	NA
Rank with in category	20	17	15	NA

Name	Sector	Instrument	Assets
HDFC Bank Ltd.	Financial	Equity	5.4%
ICICI Bank Ltd.	Financial	Equity	4.7%
Reliance Industries Ltd.	Energy	Equity	3.7%
Infosys Ltd.	Technology	Equity	3.3%
Larsen & Toubro Ltd.	Construction	Equity	2.5%
Axis Bank Ltd.	Financial	Equity	2.3%
State Bank of India	Financial	Equity	2.3%
Cholamandalam Investment and Finance Company Ltd.	Financial	Equity	1.7%
Power Finance Corporation Ltd.	Financial	Equity	1.7%
Tata Consultancy Services Ltd.	Technology	Equity	1.6%

Rank (total assets)	#17 in India
Total AUM	₹48,877.10Cr

Date of Incorporation	26 Feb 1996

Fund benchmark	NIFTY Large Midcap 250 Total Return Index

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	₹100
Min. for 2nd investment onwards	₹100

Rating	2
Fund size	₹5,313.08Cr

Sundaram Large and Mid Cap Fund Direct Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (80)

Disclaimer

Pros and cons

Pros

Cons

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.76%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Ravi GopalakrishnanJan 2022 - PresentView details

Ashish AggarwalJan 2022 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Ravi Gopalakrishnan
Jan 2022 - Present
View details

Ashish Aggarwal
Jan 2022 - Present
View details