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EQUITY•LARGE & MID CAP FUND

Sundaram Large and Midcap Fund

3 Year return

16.72%
NAV on December 16, 2025
98.8935
1D Returns
-0.03%
Launched on January 2013(12 years)

Investment Details

₹100
Minimum SIP Amount
₹100
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
30.53%₹1,099
Total Value ₹4,699

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹7,046.83 Cr.
Expense Ratio
0.77% (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If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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.

Ratings

ARQ Rating
1.5

Ratings by other agencies

Value Research
3
Crisil
3
Morning Star
3

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

Sundaram Mutual Fund Manager

AA

Ashish Aggarwal

Fund Manager since Jan 2022

SB

S Bharath

Fund Manager since Jul 2024

Fund House Details

Sundaram Mutual Fund

Sundaram Mutual Fund

Asset management company

AUM
₹74,005.23 Cr.
No. of Schemes
104
Setup Date
1996

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Motilal Oswal Large and Midcap Fund25.5595%
0
ICICI Prudential Large and Mid Cap Fund21.393%
3
Bandhan Large and Mid Cap Fund23.8591%
3.5

About Sundaram Large and Midcap Fund Direct Plan Growth

Sundaram Large and Midcap Fund Direct Plan Growth is an open-ended fund offered by Sundaram Mutual Fund. The earlier Principal Emerging Bluechip Fund has been merged into the Sundaram Large and Midcap Fund to create the new fund. It falls into the category of equity funds and invests in a diversified portfolio of equity and equity-related securities of large and mid-cap companies. The fund offers a quarterly interest distribution cum withdrawal (IDCW) repayment in addition to payout, sweep, and transfer of funds options. The fund has a low expense ratio. A low expense ratio implies a higher final return in the long run.

Investment Objective of the Scheme

The fund invests in equity and equity-related securities of large and mid-cap stocks to generate long-term capital gains. Mid-cap companies have a higher growth percentage than large-cap businesses. The fund targets fundamentally strong large and mid-cap stocks to generate higher returns.

Key Features of The Fund

5-year return
18.9628%
Expense Ratio
0.77%
Fund Manager
Ashish Aggarwal
Fund Size
₹7046.83 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

The fund aims to generate long-term capital appreciation. If you are considering a 3–4-year investment horizon, Sundaram Large and Midcap Fund Direct Plan Growth may catch your interest. The fund has moderate to high investment risk. Make sure that you consider your overall financial goals and risk tolerance level before investing. It is wise to consult your financial advisor to check the suitability of the investment.

AMC Contact Details

NameSundaram Mutual Fund
Launch DateJanuary 1996
AddressSundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014
Contact1860 425 7237, 044 2858 3362/3367, 044 2856 9900
Emailcustomerservices@sundarammutual.com
Websitehttps://www.sundarammutual.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Invest With Confidence, Choose the Right SIP

Assess your risk tolerance through a straightforward questionnaire and craft a SIP plan that aligns perfectly with your financial aspirations. With a clear understanding of your risk appetite, you can make informed investment choices tailored to your unique circumstances. By striking the right balance, you'll pave the way for long-term financial stability and success. Use our SIP return calculator for aid.

FAQs

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 Fund on December 16, 2025, is ₹98.8935
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 Fund, is ₹7046.83 crore.
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 Fund is 0.77%
The Sundaram Large and Midcap Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
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 Fund is ₹undefined.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,699 in 3Y at 16.7232% returns
SIP Date1st of every month

Your next SIP Payment will be on 16 January 2026

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