Sundaram large and Mid Cap Fund Direct growth

Equity • Large and Mid Cap • Direct growth

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Equity

Large and Mid Cap

Direct growth

Launched On
01 Jan 2013
13.2 years ago
Lock-in Period
No lock-in
NAV
as of 30 Mar 2026
₹86.69
-2.1899% (-1.90)
AUM
₹6,735 Cr
Expense ratio
0.67%
Benchmark
Nifty LargeMidcap 250
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold before 365D

1%

If units sold after 365D

0%

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

30.51%
Consumer Cyclical

Consumer Cyclical

15.36%
Industrials

Industrials

10.81%
Healthcare

Healthcare

10.26%
Basic Materials

Basic Materials

8.70%

Fund House

Sundaram

Sundaram

Inc: 31 Mar 1996 • Total AUM: ₹63,545 Cr • Rank #21
Sundaram Mutual Fund, started in 1996, has Sundaram Finance Limited as its sponsors. The fund house is headed by Sunil Subramaniam as the CEO. As of 31 March 2024, it has an AUM of ₹70,065 Cr. The company has around 35 lakh clients.

Fund Managers

Shalav Saket

Experience: yrs • Total AUM: 1,95,216 Cr

Madanagopal Ramu

Experience: yrs • Total AUM: 50,490 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.