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
12.7 years ago
Lock-in Period
No lock-in
NAV
as of 24 Sep 2025
₹96.86
-0.5254% (-0.50)
AUM
₹6,789 Cr
Expense ratio
0.77%
Benchmark
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

26.82%
Consumer Cyclical

Consumer Cyclical

16.09%
Healthcare

Healthcare

10.53%
Industrials

Industrials

9.79%
Basic Materials

Basic Materials

8.78%

Fund House

Sundaram

Sundaram

Inc: 31 Mar 1996 • Total AUM: ₹61,504 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

S. Bharath

Experience: 7.38 yrs • Total AUM: 2,36,391 Cr

Ashish Aggarwal

Experience: 3.73 yrs • Total AUM: 54,467 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.