Sundaram Large and Mid Cap Fund - Direct Plan - Growth

Regular

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.
Direct

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.

Scheme Objective

To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks

Scheme Details

Fund manager(s) – Bharath S , Ashish Agarwal
Launch date – 08-Jan-2013
Expense ratio – 0.77% as declared on 31-Jul-2025 (category average is 0.74%)
Benchmark - Nifty LargeMidcap 250 TRI

Min SIP amount - ₹
Min investment amount (one time- first time) - ₹
Min investment amount (addtional purchase) - ₹
Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Sundaram Large and Mid Cap Fund - Direct Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Asset Monitor

Total AUM for this Scheme (Cr)

Category Total AUM (Cr)

% of Assets in Category

2025

6650.71

0.00

0.00%

Aug - 2025	6650.71	0.00%
Jul - 2025	6789.22	0.00%
Jun - 2025	6892.55	0.00%
May - 2025	6671.01	0.00%
Apr - 2025	6549.51	0.00%
Mar - 2025	6380.97	0.00%
Feb - 2025	5861.32	0.00%
Jan - 2025	6470.35	0.00%

2024

6912.94

0.00

0.00%

Dec - 2024	6912.94	0.00	0.00%
Nov - 2024	6917.83	0.00	0.00%
Oct - 2024	6870.79	0.00	0.00%
Sep - 2024	7257.73	0.00	0.00%
Aug - 2024	7129.60	0.00	0.00%
Jul - 2024	7039.40	0.00	0.00%
Jun - 2024	6859.35	0.00	0.00%
May - 2024	6451.55	224028.40	2.88%
Apr - 2024	6387.67	218199.08	2.93%
Mar - 2024	6194.70	206004.43	3.01%
Feb - 2024	6117.56	200897.47	3.05%
Jan - 2024	6039.93	194251.12	3.11%

2023

6074.51

187948.72

3.23%

Dec - 2023	6074.51	187948.72	3.23%
Nov - 2023	5738.40	174033.53	3.30%
Oct - 2023	5313.08	159965.17	3.32%
Sep - 2023	5528.86	163345.88	3.38%
Aug - 2023	5477.23	159311.27	3.44%
Jul - 2023	5534.94	155983.60	3.55%
Jun - 2023	5371.18	148315.10	3.62%
May - 2023	5213.80	140650.74	3.71%
Apr - 2023	5024.03	133777.76	3.76%
Mar - 2023	4833.45	127879.76	3.78%
Feb - 2023	4885.09	126625.26	3.86%
Jan - 2023	4975.52	126578.02	3.93%

2022

5135.36

127844.20

4.02%

Dec - 2022	5135.36	127844.20	4.02%
Nov - 2022	5291.80	130207.02	4.06%
Oct - 2022	5243.39	125251.44	4.19%
Sep - 2022	5089.84	120191.70	4.23%
Aug - 2022	5239.96	121309.42	4.32%
Jul - 2022	5013.36	115759.91	4.33%
Jun - 2022	4531.55	104432.57	4.34%
May - 2022	4725.91	107351.41	4.40%
Apr - 2022	4944.36	109490.56	4.52%
Mar - 2022	5016.53	108657.78	4.62%
Feb - 2022	4818.51	101899.50	4.73%
Jan - 2022	5010.70	105442.29	4.75%

2021

5099.84

102841.07

4.96%

Dec - 2021	5099.84	102841.07	4.96%
Nov - 2021	1822.96	95486.60	1.91%
Oct - 2021	1844.45	96806.72	1.91%
Sep - 2021	1819.84	94989.65	1.92%
Aug - 2021	1803.88	92219.56	1.96%
Jul - 2021	1684.84	87874.48	1.92%
Jun - 2021	1595.96	83545.27	1.91%
May - 2021	1544.24	79668.30	1.94%
Apr - 2021	1462.06	74097.65	1.97%
Mar - 2021	1479.79	72610.38	2.04%
Feb - 2021	1478.58	71152.71	2.08%
Jan - 2021	1346.12	65093.03	2.07%

2020

1398.30

65570.59

2.13%

Dec - 2020	1398.30	65570.59	2.13%
Nov - 2020	1352.63	62807.34	2.15%
Oct - 2020	1246.53	56548.24	2.20%
Sep - 2020	1251.99	55147.62	2.27%
Aug - 2020	1249.30	54569.04	2.29%
Jul - 2020	1195.68	52069.50	2.30%
Jun - 2020	1113.33	49637.44	2.24%
May - 2020	1024.79	45858.37	2.23%
Apr - 2020	1012.99	46340.06	2.19%
Mar - 2020	884.73	40450.01	2.19%
Feb - 2020	1167.45	53476.71	2.18%
Jan - 2020	1109.61	55204.24	2.01%

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details

Sundaram Asset Management Company Ltd

Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Tel no.: 044-28569900
Fax no.: 044-2858 3156
Website.: https://www.sundarammutual.com

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hunch
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20 days ago

JMFLEXICAPfund regular is howing worst performance. bought at 107.693 in jly 24 and now 97.43 how to shuffle and compensate loss View more

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shravanashok
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35 days ago

need your suggestion for sbi psu fund direct growth stay or switch View more

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15 hrs ago

Boost Your Investment with a High-Return Secured NBFC Bond Vivriti Capital Limited – 2026 Bonds now listed on The Fixed Income ✔️ Coupon: 9.00% p.a. ✔️ Rating: CARE A+ Stable ✔️ Tenor: 1 year 1 month (Maturity: Nov 04, 2026) ✔️ Senior Secured | NBFC Bond | High Return | Listed Tap into a secured bond offering attractive returns from a trusted NBFC—perfect for investors seeking stability and growth in a short tenure. ???? Explore on The Fixed Income: https://www.thefixedincome.com/product/dVJhbmJnPT0=/900-vivriti-capital-limited-2026?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list View more

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  Boost Your Investment with a High-Return Secured NBFC Bond Vivriti Capital Limited – 2026 Bonds now listed on The Fixed Income ✔️ Coupon: 9.00% p.a. ✔️ Rating: CARE A+ Stable ✔️ Tenor: 1 year 1 month (Maturity: Nov 04, 2026) ✔️ Senior Secured | NBFC Bond | High Return | Listed Tap into a secured bond offering attractive returns from a trusted NBFC—perfect for investors seeking stability and growth in a short tenure. ???? Explore on The Fixed Income: https://www.thefixedincome.com/product/dVJhbmJnPT0=/900-vivriti-capital-limited-2026?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list
  
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sunny85deol
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86 days ago

Hello sir, I have been invested in these funds since 2017. Last SIP was in 2021. As their NAV have grown so I was thinking of switching to other funds with lower NAV. View more

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Progrowth Finwealth
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86 days ago

Hi Sunny, what is he period of holding and also any particular reson for withdrawl out of these two funds that have grown over a period of time View more | 1

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92 days ago

Why are the NAVs of Indian Debt Mutual Funds going down after the rate cut View more

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