• Open Account

Sundaram Large and Mid Cap Fund - Direct (IDCW)

Large & Mid Cap Fund • OPEN
NAV as of May 12, 2026
₹74.75
1 day change
Returns since inception
14.43%
CAGR
AUM (Fund size)
₹6,575 Cr
NAV: ₹ 74.75
as on May 12, 2026
Sundaram Large and Mid Cap Fund - Direct (IDCW)

Sundaram Large and Mid Cap Fund - Direct (IDCW) Overview

AUM (Fund size) ₹ 6,575 Cr
Expense ratio 8.39 %
Exit load If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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.
Plan type Direct Fund
Risk Very High
Lock-in Period Nil
Benchmark Nifty LargeMidcap 250 TRI
Min. investment SIP: ₹100    Lumpsum: ₹100
Age 13 yrs 4 m since Jan 01, 2013
Tax implication STCG Tax: 15% if redeemed before 1 Year, LTCG Tax: 10% without indexation benefit exceeding Rs. 1 lakh post 1 Year

Holdings Distribution

Banks
16.86%
Industrial Products
6.02%
Retailing
5.18%
IT-Software
5.04%
Transport Services
4.62%

Top Holdings

HDFC Bank 3.72%
SBI 3.66%
Larsen & Toubro 3.16%
Eternal 3.02%
Bharti Airtel 2.66%
ICICI Bank 2.60%
TVS Motor Co. 2.59%
Amber Enterp. 2.58%
UltraTech Cem. 2.54%
Polycab India 2.51%

Peer Comparison

Fund Name 1Y 3Y 5Y
Sundaram Large and Mid Cap Fund - Direct (IDCW) 3.27% 15.54% 15.52%
Abakkus Small Cap Fund - Direct (G) N/A N/A N/A
Canara Robeco Banking and Financial Services Fund - Reg (G) N/A N/A N/A
Canara Robeco Banking and Financial Services Fund - Reg (IDCW) N/A N/A N/A
Canara Robeco Banking and Financial Services Fund - Dir (G) N/A N/A N/A
Canara Robeco Banking and Financial Services Fund - Dir (IDCW) N/A N/A N/A

Scheme Information

Sundaram Large and Mid Cap Fund - Direct (IDCW) was launched on 01/01/2013. The fund manages ₹6,575 Cr in assets. Its current expense ratio is 8.39%.

Fund Manager: Madanagopal Ramu

Returns Calculator

Calculate your investment growth with SIP or Lumpsum.

Estimated Breakdown

Invested amount ₹0
Est. returns ₹0
Total value ₹0
Open Demat Account →

FAQs on Sundaram Large and Mid Cap Fund - Direct (IDCW)

The current expense ratio of Sundaram Large and Mid Cap Fund - Direct (IDCW) is 8.39%.

The AUM of Sundaram Large and Mid Cap Fund - Direct (IDCW) is ₹6,575 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, Sundaram Large and Mid Cap Fund - Direct (IDCW) allows both SIP and lump sum investments.

The latest NAV is ₹74.75.

Minimum SIP starts from ₹100.

Redemption can be done via AMC website or your investment platform.

Invest
Ready to invest in Mutual Funds
Start SIP Today!
App QR Code

Download the PL Capital App

Open Demat Account
×
I consent to receive calls/messages from PL