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

Sundaram Large and Mid Cap Fund Direct Growth

NAV ₹92.76 as on 11 Jun 2026

RiskVery High

Fund Size₹6,690.34Cr

NAV₹92.76 as on 11 Jun 2026
RiskVery High
Fund Size₹6,690.34Cr

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If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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

13 years 5 months (Since Jan 08, 2013)

Return since Launch

14.32%

Expense ratio

0.77%

Type

OPEN

AUM (Fund Size)

₹6,690.34

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%)
Asset Allocation

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Scheme Holding Summary

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RiskometerLevel of risk in the scheme
Moderate
High
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Very
High

Your investment will be at Very High Risk

Fund house & investment objective
Rank (total assets)#21 in India
Total AUM₹74,954.10Cr
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 08 Jan 2013. The fund currently has an Asset Under Management(AUM) of ₹74,954.10 Cr and the Latest NAV as of 11 Jun 2026 is ₹92.76.
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 Exit load of If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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. .
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Returns and Rankings

Category: Equity Large & Mid Cap Fund

1Y3Y5YAll
Fund returns-2.56%4.28%2.46%1.03%
Category average-1.84%4.90%2.60%-
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 13.39% 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 ₹6,690.34Cr.

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

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