EQUITY•LARGE & MID CAP FUND
Sundaram Large and Midcap Fund
3 Year return
17.10%
NAV on August 28, 2026
108.4071
1D Returns
-0.18%
Launched on January 2013(13 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
31.33%₹1,128
Total Value ₹4,728
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹7,221.67 Cr.
Expense Ratio
1.5% (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If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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
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
MR
Madanagopal Ramu
Fund Manager since Mar 2026
SB
S Bharath
Fund Manager since Jul 2024
SS
Shalav Saket
Fund Manager since Mar 2026
Fund House Details
Sundaram Mutual Fund
Asset management company
AUM
₹76,995.46 Cr.
No. of Schemes
107
Setup Date
1996
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| Motilal Oswal Large and Midcap Fund | 23.9681% | 0 |
| Invesco India Large and Mid Cap Fund | 24.7611% | 3 |
| ICICI Prudential Large and Mid Cap Fund | 18.2525% | 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 Direct Plan Monthly IDCW Payout11.0622%
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment11.0622%
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
14.0118%
Expense Ratio
1.5%
Fund Manager
Ashish Aggarwal
Fund Size
₹7221.67 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
| Name | Sundaram Mutual Fund |
| Launch Date | January 1996 |
| Address | 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.
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
What is today's NAV of Sundaram Large and Midcap Fund?
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 August 28, 2026, is ₹108.4071
What is the AUM of Sundaram Large and Midcap Fund?
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 ₹7221.67 crore.
What is the expense ratio of Sundaram Large and Midcap Fund?
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 1.5%
What are the returns of Sundaram Large and Midcap Fund since inception?
The Sundaram Large and Midcap Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in Sundaram Large and Midcap Fund?
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 ₹100.
How do I invest in Sundaram Large and Midcap Fund?
- 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 Fund?
- 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 Fund?
- 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 Fund?
- 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.
ENTER AMOUNT
₹
₹4,728 in 3Y at 17.1014% returns
SIP Date1st of every month
Your next SIP Payment will be on 28 September 2026
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