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3 Year return
22.47%
Launched on January 2013 (12 years)
Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹6671.01 Cr.
Expense Ratio
0.78% (inclusive of GST)
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If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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.
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Holdings
| Top Holdings | % of Asset |
|---|---|
| HDFC Bank Ltd | 5.70% |
| ICICI Bank Ltd | 4.58% |
| Reliance Industries Ltd | 4.45% |
| State Bank of India | 2.77% |
| Bharti Airtel Ltd | 2.56% |
| Others | 79.94% |
Sundaram Mutual Fund Managers
AA
Ashish Aggarwal
Fund Manager since Jan 2022
Fund House Details
Sundaram Mutual Fund Asset management company
AUM
₹65,593.02 Cr.
No. of Schemes
100
Setup Date
1996
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
Motilal Oswal Large and Midcap Fund |
36.6247% |
0 |
|
Bandhan Large and Mid Cap Fund |
30.7417% |
3.5 |
|
ICICI Prudential Large and Mid Cap Fund |
27.1504% |
3 |
Schemes by Sundaram Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Reinvestment
Key Features of The Fund
| 5-year return | 24.54% |
| Expense Ratio | 0.78% |
| Fund Manager | Ashish Aggarwal |
| Fund Size | ₹6671.01 Cr |
| Risk Profile | Very High |
AMC Contact Details
| Name | Sundaram Mutual Fund |
| Launch Date | 1996 |
| Addresss | Sundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014 |
| Contact | 1860 425 7237, 044 2858 3362/3367, 044 2856 9900 |
| customerservices@sundarammutual.com | |
| Website | https://www.sundarammutual.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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SIPs are an effective strategy for building long-term wealth. SIPs leverage the power of compounding by continuously making small, regular investments at regular periods, which lets your money increase substantially over time. This tactic works especially well for reaching financial goals in the long run. With the help of mutual fund SIP calculator, you can efficiently plan your SIP investments and estimate possible returns.
FAQs
What is today's NAV of Sundaram Large and Midcap Direct Plan IDCW Reinvestment?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Sundaram Large and Midcap Direct Plan IDCW Reinvestment on Jun 30 2025, is ₹35.5791
What is the AUM of Sundaram Large and Midcap Direct Plan IDCW Reinvestment?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Sundaram Large and Midcap Direct Plan IDCW Reinvestment, is ₹6671.01 crore.
What is the expense ratio of Sundaram Large and Midcap Direct Plan IDCW Reinvestment?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Sundaram Large and Midcap Direct Plan IDCW Reinvestment is 0.78%
What are the returns of Sundaram Large and Midcap Direct Plan IDCW Reinvestment since inception?
The Sundaram Large and Midcap Direct Plan IDCW Reinvestment was launched on Jan 01 2013. The fund has delivered a CAGR of 15.62 since inception.
What is the minimum SIP amount to invest in Sundaram Large and Midcap Direct Plan IDCW Reinvestment?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Sundaram Large and Midcap Direct Plan IDCW Reinvestment is ₹100.
How do I invest in Sundaram Large and Midcap Direct Plan IDCW Reinvestment?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Sundaram Large and Midcap Direct Plan IDCW Reinvestment?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Sundaram Large and Midcap Direct Plan IDCW Reinvestment?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Sundaram Large and Midcap Direct Plan IDCW Reinvestment?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
FAQs
What is today's NAV of Sundaram Large and Midcap Direct Plan IDCW Reinvestment?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Sundaram Large and Midcap Direct Plan IDCW Reinvestment on Jun 30 2025, is ₹35.5791
What is the AUM of Sundaram Large and Midcap Direct Plan IDCW Reinvestment?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Sundaram Large and Midcap Direct Plan IDCW Reinvestment, is ₹6671.01 crore.
What is the expense ratio of Sundaram Large and Midcap Direct Plan IDCW Reinvestment?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Sundaram Large and Midcap Direct Plan IDCW Reinvestment is 0.78%
What are the returns of Sundaram Large and Midcap Direct Plan IDCW Reinvestment since inception?
The Sundaram Large and Midcap Direct Plan IDCW Reinvestment was launched on Jan 01 2013. The fund has delivered a CAGR of 15.62 since inception.
What is the minimum SIP amount to invest in Sundaram Large and Midcap Direct Plan IDCW Reinvestment?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Sundaram Large and Midcap Direct Plan IDCW Reinvestment is ₹100.
How do I invest in Sundaram Large and Midcap Direct Plan IDCW Reinvestment?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Sundaram Large and Midcap Direct Plan IDCW Reinvestment?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Sundaram Large and Midcap Direct Plan IDCW Reinvestment?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Sundaram Large and Midcap Direct Plan IDCW Reinvestment?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
