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Sundaram large and Mid Cap Fund Regular Growth
EquityLarge & Mid-CapVery High Risk
Regular
NAV (21-Jan-25)
₹79.43-2.13%1D
Returns (Since Inception)
12.27%
Rated ★4.5+ on 
Fund Overview
Fund Size
₹6,913 Cr
Expense Ratio
1.79%
ISIN
INF903J01DT1
Minimum SIP
₹100
Exit Load
1.00%
Inception Date
27 Feb 2007
About this fund
Sundaram large and Mid Cap Fund Regular Growth is a Large & Mid-Cap mutual fund schemes offered by Sundaram Mutual Fund. This fund has been in existence for 17 years, 10 months and 26 days, having been launched on 27-Feb-07.
As of 21-Jan-25, it has a Net Asset Value (NAV) of ₹79.43, Assets Under Management (AUM) of 6912.94 Crores, and an expense ratio of 1.79%.
As of 21-Jan-25, it has a Net Asset Value (NAV) of ₹79.43, Assets Under Management (AUM) of 6912.94 Crores, and an expense ratio of 1.79%.
- Sundaram large and Mid Cap Fund Regular Growth has given a CAGR return of 12.27% since inception.
- The fund's asset allocation comprises around 94.95% in equities, 0.00% in debts, and 5.04% in cash & cash equivalents.
- You can start investing in Sundaram large and Mid Cap Fund Regular Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
1 Year
+13.20%
+17.99% (Cat Avg.)
3 Years
+12.28%
+16.26% (Cat Avg.)
5 Years
+16.13%
+20.05% (Cat Avg.)
10 Years
+13.25%
+14.24% (Cat Avg.)
Since Inception
+12.27%
— (Cat Avg.)
Portfolio Summaryas of 31st December 2024
| Equity | ₹6,563.91 Cr | 94.95% |
| Others | ₹349.03 Cr | 5.05% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type  | Amount | Holdings |
|---|---|---|---|
| HDFC Bank Ltd | Equity | ₹343.93 Cr | 4.98% |
| ICICI Bank Ltd | Equity | ₹285.17 Cr | 4.13% |
| Reliance Industries Ltd | Equity | ₹209.67 Cr | 3.03% |
| Zomato Ltd | Equity | ₹193.06 Cr | 2.79% |
| Infosys Ltd | Equity | ₹188 Cr | 2.72% |
| State Bank of India | Equity | ₹182.84 Cr | 2.64% |
| Sundaram Liquid Dir Gr | Mutual Fund - Open End | ₹150.25 Cr | 2.17% |
| Larsen & Toubro Ltd | Equity | ₹149.72 Cr | 2.17% |
| Bharti Airtel Ltd | Equity | ₹142.9 Cr | 2.07% |
| Treps | Cash - Repurchase Agreement | ₹139.6 Cr | 2.02% |
| Persistent Systems Ltd | Equity | ₹129.15 Cr | 1.87% |
| UNO Minda Ltd | Equity | ₹128.49 Cr | 1.86% |
| Lupin Ltd | Equity | ₹127.34 Cr | 1.84% |
| Oberoi Realty Ltd | Equity | ₹122.51 Cr | 1.77% |
| Info Edge (India) Ltd | Equity | ₹121.48 Cr | 1.76% |
| Amber Enterprises India Ltd Ordinary Shares | Equity | ₹118.2 Cr | 1.71% |
| Kotak Mahindra Bank Ltd | Equity | ₹113.21 Cr | 1.64% |
| Sun Pharmaceuticals Industries Ltd | Equity | ₹113.18 Cr | 1.64% |
| Tata Consultancy Services Ltd | Equity | ₹108.51 Cr | 1.57% |
| Varun Beverages Ltd | Equity | ₹107.75 Cr | 1.56% |
| Alkem Laboratories Ltd | Equity | ₹107.04 Cr | 1.55% |
| Axis Bank Ltd | Equity | ₹106.47 Cr | 1.54% |
| Indian Hotels Co Ltd | Equity | ₹105.31 Cr | 1.52% |
| Jubilant Foodworks Ltd | Equity | ₹99.77 Cr | 1.44% |
| Bank of Baroda | Equity | ₹98.63 Cr | 1.43% |
| NTPC Ltd | Equity | ₹92.5 Cr | 1.34% |
| Apollo Tyres Ltd | Equity | ₹87.35 Cr | 1.26% |
| Polycab India Ltd | Equity | ₹87.27 Cr | 1.26% |
| United Breweries Ltd | Equity | ₹87.05 Cr | 1.26% |
| UltraTech Cement Ltd | Equity | ₹85.7 Cr | 1.24% |
| Fortis Healthcare Ltd | Equity | ₹84.58 Cr | 1.22% |
| Multi Commodity Exchange of India Ltd | Equity | ₹84.16 Cr | 1.22% |
| Mphasis Ltd | Equity | ₹83.99 Cr | 1.22% |
| Hindalco Industries Ltd | Equity | ₹81.33 Cr | 1.18% |
| Dr Reddy's Laboratories Ltd | Equity | ₹79.84 Cr | 1.15% |
| Tube Investments of India Ltd Ordinary Shares | Equity | ₹78.68 Cr | 1.14% |
| Bharti Hexacom Ltd | Equity | ₹76.49 Cr | 1.11% |
| The Federal Bank Ltd | Equity | ₹76.01 Cr | 1.10% |
| Max Healthcare Institute Ltd Ordinary Shares | Equity | ₹75.59 Cr | 1.09% |
| ITC Ltd | Equity | ₹74.72 Cr | 1.08% |
| Hindustan Petroleum Corp Ltd | Equity | ₹73.4 Cr | 1.06% |
| GE Vernova T&D India Ltd | Equity | ₹70.58 Cr | 1.02% |
| Affle India Ltd | Equity | ₹68.66 Cr | 0.99% |
| PI Industries Ltd | Equity | ₹66.34 Cr | 0.96% |
| Cholamandalam Investment and Finance Co Ltd | Equity | ₹65.23 Cr | 0.94% |
| ABB India Ltd | Equity | ₹64.28 Cr | 0.93% |
| Cummins India Ltd | Equity | ₹63.84 Cr | 0.92% |
| Kalyan Jewellers India Ltd | Equity | ₹63.57 Cr | 0.92% |
| Prestige Estates Projects Ltd | Equity | ₹62.74 Cr | 0.91% |
| Marico Ltd | Equity | ₹62.35 Cr | 0.90% |
| Triveni Turbine Ltd | Equity | ₹61.53 Cr | 0.89% |
| Metro Brands Ltd | Equity | ₹60.84 Cr | 0.88% |
| Dr. Lal PathLabs Ltd | Equity | ₹60.01 Cr | 0.87% |
| Schaeffler India Ltd | Equity | ₹59.94 Cr | 0.87% |
| Tata Motors Ltd | Equity | ₹59.21 Cr | 0.86% |
| Cash And Other Net Current Assets | Cash | ₹59.18 Cr | 0.86% |
| Bharat Petroleum Corp Ltd | Equity | ₹58.84 Cr | 0.85% |
| Hindustan Aeronautics Ltd Ordinary Shares | Equity | ₹58.5 Cr | 0.85% |
| Aurobindo Pharma Ltd | Equity | ₹56.72 Cr | 0.82% |
| Kirloskar Oil Engines Ltd | Equity | ₹56.52 Cr | 0.82% |
| Max Financial Services Ltd | Equity | ₹55.84 Cr | 0.81% |
| REC Ltd | Equity | ₹55.08 Cr | 0.80% |
| JSW Infrastructure Ltd | Equity | ₹54.06 Cr | 0.78% |
| Bharat Heavy Electricals Ltd | Equity | ₹51.62 Cr | 0.75% |
| DOMS Industries Ltd | Equity | ₹49.81 Cr | 0.72% |
| Ola Electric Mobility Ltd | Equity | ₹48.55 Cr | 0.70% |
| Bharat Forge Ltd | Equity | ₹48.08 Cr | 0.70% |
| Titan Co Ltd | Equity | ₹47.66 Cr | 0.69% |
| Sona BLW Precision Forgings Ltd | Equity | ₹47.58 Cr | 0.69% |
| Delhivery Ltd | Equity | ₹46.62 Cr | 0.67% |
| Kajaria Ceramics Ltd | Equity | ₹40.1 Cr | 0.58% |
| Grasim Industries Ltd | Equity | ₹39.08 Cr | 0.57% |
| Torrent Power Ltd | Equity | ₹35.66 Cr | 0.52% |
| Mahindra & Mahindra Financial Services Ltd | Equity | ₹31.79 Cr | 0.46% |
| Tata Power Co Ltd | Equity | ₹31.78 Cr | 0.46% |
| Coal India Ltd | Equity | ₹31.69 Cr | 0.46% |
| Bajaj Housing Finance Ltd | Equity | ₹18.22 Cr | 0.26% |
Allocation By Market Cap (Equity)
Large Cap Stocks
48.03%
Mid Cap Stocks
37.14%
Small Cap Stocks
8.82%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Financial Services | ₹1,516.57 Cr | 21.94% |
| Consumer Cyclical | ₹1,167.62 Cr | 16.89% |
| Industrials | ₹933.12 Cr | 13.50% |
| Healthcare | ₹704.29 Cr | 10.19% |
| Technology | ₹509.66 Cr | 7.37% |
| Communication Services | ₹409.52 Cr | 5.92% |
| Energy | ₹373.6 Cr | 5.40% |
| Consumer Defensive | ₹331.87 Cr | 4.80% |
| Basic Materials | ₹272.45 Cr | 3.94% |
| Real Estate | ₹185.25 Cr | 2.68% |
| Utilities | ₹159.95 Cr | 2.31% |
Risk & Performance Ratios
Standard Deviation
This fund
13.34%
Cat. avg.
13.74%
Lower the better
Sharpe Ratio
This fund
0.65
Cat. avg.
0.85
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
1.55
Higher the better
Fund Managers
SB
S. Bharath
Since July 2024
AA
Ashish Aggarwal
Since January 2022
Additional Scheme Detailsas of 31st December 2024
ISIN INF903J01DT1 | Expense Ratio 1.79% | Exit Load 1.00% | Fund Size ₹6,913 Cr | Age 17 years 10 months | Lumpsum Minimum ₹100 | Fund Status Open Ended Investment Company | Benchmark Nifty LargeMidcap 250 TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Large & Mid-Cap Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y  |
|---|---|---|---|---|
| Union Large & Midcap Fund Direct Growth Very High Risk | 1.0% | 1.0% | ₹868.05 Cr | 12.1% |
| Union Large & Midcap Fund Regular Growth Very High Risk | 2.3% | 1.0% | ₹868.05 Cr | 10.6% |
| HSBC Large & Mid Cap Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹3978.89 Cr | 21.5% |
| HSBC Large & Mid Cap Fund Direct Growth Very High Risk | 0.9% | 1.0% | ₹3978.89 Cr | 22.7% |
| Baroda BNP Paribas Large & Mid Cap Fund Regular Growth Very High Risk | 2.1% | 1.0% | ₹1539.83 Cr | 16.1% |
| Baroda BNP Paribas Large & Mid Cap Fund Direct Growth Very High Risk | 0.8% | 1.0% | ₹1539.83 Cr | 17.6% |
| Tata Large & Mid Cap Fund Regular Growth Very High Risk | 1.8% | 1.0% | ₹8244.62 Cr | 10.0% |
| Navi Large & Midcap Fund Regular Growth Very High Risk | 2.3% | 0.0% | ₹318.67 Cr | 9.7% |
| Navi Large & Midcap Fund Direct Growth Very High Risk | 0.3% | 0.0% | ₹318.67 Cr | 11.8% |
| UTI Core Equity Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹4134.14 Cr | 19.0% |
About the AMC
Sundaram Mutual Fund
Total AUM
₹67,735 Cr
Address
Sundaram Towers, Chennai, 600 014
Other Funds by Sundaram Mutual Fund
Risk Level
Your principal amount will be at Very High Risk
Unlock Expert Insights!
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Sundaram large and Mid Cap Fund Regular Growth?
The NAV of Sundaram large and Mid Cap Fund Regular Growth, as of 21-Jan-2025, is ₹79.43.
What are the returns of Sundaram large and Mid Cap Fund Regular Growth?
The fund has generated 13.20% over the last 1 year and 12.28% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
What is the portfolio composition of Sundaram large and Mid Cap Fund Regular Growth?
The fund's allocation of assets is distributed as 94.95% in equities, 0.00% in bonds, and 5.04% in cash and cash equivalents.
Who manages the Sundaram large and Mid Cap Fund Regular Growth?
The fund managers responsible for Sundaram large and Mid Cap Fund Regular Growth are:-
- S. Bharath
- Ashish Aggarwal
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
Sundaram large and Mid Cap Fund Regular Growth
EquityLarge & Mid-CapVery High Risk
Regular
NAV (21-Jan-25)
₹79.43-2.13%1D
Returns (Since Inception)
12.27%
Rated ★4.5+ on
Fund Overview
Fund Size
₹6,913 Cr
Expense Ratio
1.79%
ISIN
INF903J01DT1
Minimum SIP
₹100
Exit Load
1.00%
Inception Date
27 Feb 2007
Risk Level
Your principal amount will be at Very High Risk
About this fund
Sundaram large and Mid Cap Fund Regular Growth is a Large & Mid-Cap mutual fund schemes offered by Sundaram Mutual Fund. This fund has been in existence for 17 years, 10 months and 26 days, having been launched on 27-Feb-07.
As of 21-Jan-25, it has a Net Asset Value (NAV) of ₹79.43, Assets Under Management (AUM) of 6912.94 Crores, and an expense ratio of 1.79%.
As of 21-Jan-25, it has a Net Asset Value (NAV) of ₹79.43, Assets Under Management (AUM) of 6912.94 Crores, and an expense ratio of 1.79%.
- Sundaram large and Mid Cap Fund Regular Growth has given a CAGR return of 12.27% since inception.
- The fund's asset allocation comprises around 94.95% in equities, 0.00% in debts, and 5.04% in cash & cash equivalents.
- You can start investing in Sundaram large and Mid Cap Fund Regular Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
1 Year
+13.20%
+17.99% (Cat Avg.)
3 Years
+12.28%
+16.26% (Cat Avg.)
5 Years
+16.13%
+20.05% (Cat Avg.)
10 Years
+13.25%
+14.24% (Cat Avg.)
Since Inception
+12.27%
— (Cat Avg.)
Portfolio Summaryas of 31st December 2024
| Equity | ₹6,563.91 Cr | 94.95% |
| Others | ₹349.03 Cr | 5.05% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type | Amount | Holdings |
|---|---|---|---|
| HDFC Bank Ltd | Equity | ₹343.93 Cr | 4.98% |
| ICICI Bank Ltd | Equity | ₹285.17 Cr | 4.13% |
| Reliance Industries Ltd | Equity | ₹209.67 Cr | 3.03% |
| Zomato Ltd | Equity | ₹193.06 Cr | 2.79% |
| Infosys Ltd | Equity | ₹188 Cr | 2.72% |
| State Bank of India | Equity | ₹182.84 Cr | 2.64% |
| Sundaram Liquid Dir Gr | Mutual Fund - Open End | ₹150.25 Cr | 2.17% |
| Larsen & Toubro Ltd | Equity | ₹149.72 Cr | 2.17% |
| Bharti Airtel Ltd | Equity | ₹142.9 Cr | 2.07% |
| Treps | Cash - Repurchase Agreement | ₹139.6 Cr | 2.02% |
| Persistent Systems Ltd | Equity | ₹129.15 Cr | 1.87% |
| UNO Minda Ltd | Equity | ₹128.49 Cr | 1.86% |
| Lupin Ltd | Equity | ₹127.34 Cr | 1.84% |
| Oberoi Realty Ltd | Equity | ₹122.51 Cr | 1.77% |
| Info Edge (India) Ltd | Equity | ₹121.48 Cr | 1.76% |
| Amber Enterprises India Ltd Ordinary Shares | Equity | ₹118.2 Cr | 1.71% |
| Kotak Mahindra Bank Ltd | Equity | ₹113.21 Cr | 1.64% |
| Sun Pharmaceuticals Industries Ltd | Equity | ₹113.18 Cr | 1.64% |
| Tata Consultancy Services Ltd | Equity | ₹108.51 Cr | 1.57% |
| Varun Beverages Ltd | Equity | ₹107.75 Cr | 1.56% |
| Alkem Laboratories Ltd | Equity | ₹107.04 Cr | 1.55% |
| Axis Bank Ltd | Equity | ₹106.47 Cr | 1.54% |
| Indian Hotels Co Ltd | Equity | ₹105.31 Cr | 1.52% |
| Jubilant Foodworks Ltd | Equity | ₹99.77 Cr | 1.44% |
| Bank of Baroda | Equity | ₹98.63 Cr | 1.43% |
| NTPC Ltd | Equity | ₹92.5 Cr | 1.34% |
| Apollo Tyres Ltd | Equity | ₹87.35 Cr | 1.26% |
| Polycab India Ltd | Equity | ₹87.27 Cr | 1.26% |
| United Breweries Ltd | Equity | ₹87.05 Cr | 1.26% |
| UltraTech Cement Ltd | Equity | ₹85.7 Cr | 1.24% |
| Fortis Healthcare Ltd | Equity | ₹84.58 Cr | 1.22% |
| Multi Commodity Exchange of India Ltd | Equity | ₹84.16 Cr | 1.22% |
| Mphasis Ltd | Equity | ₹83.99 Cr | 1.22% |
| Hindalco Industries Ltd | Equity | ₹81.33 Cr | 1.18% |
| Dr Reddy's Laboratories Ltd | Equity | ₹79.84 Cr | 1.15% |
| Tube Investments of India Ltd Ordinary Shares | Equity | ₹78.68 Cr | 1.14% |
| Bharti Hexacom Ltd | Equity | ₹76.49 Cr | 1.11% |
| The Federal Bank Ltd | Equity | ₹76.01 Cr | 1.10% |
| Max Healthcare Institute Ltd Ordinary Shares | Equity | ₹75.59 Cr | 1.09% |
| ITC Ltd | Equity | ₹74.72 Cr | 1.08% |
| Hindustan Petroleum Corp Ltd | Equity | ₹73.4 Cr | 1.06% |
| GE Vernova T&D India Ltd | Equity | ₹70.58 Cr | 1.02% |
| Affle India Ltd | Equity | ₹68.66 Cr | 0.99% |
| PI Industries Ltd | Equity | ₹66.34 Cr | 0.96% |
| Cholamandalam Investment and Finance Co Ltd | Equity | ₹65.23 Cr | 0.94% |
| ABB India Ltd | Equity | ₹64.28 Cr | 0.93% |
| Cummins India Ltd | Equity | ₹63.84 Cr | 0.92% |
| Kalyan Jewellers India Ltd | Equity | ₹63.57 Cr | 0.92% |
| Prestige Estates Projects Ltd | Equity | ₹62.74 Cr | 0.91% |
| Marico Ltd | Equity | ₹62.35 Cr | 0.90% |
| Triveni Turbine Ltd | Equity | ₹61.53 Cr | 0.89% |
| Metro Brands Ltd | Equity | ₹60.84 Cr | 0.88% |
| Dr. Lal PathLabs Ltd | Equity | ₹60.01 Cr | 0.87% |
| Schaeffler India Ltd | Equity | ₹59.94 Cr | 0.87% |
| Tata Motors Ltd | Equity | ₹59.21 Cr | 0.86% |
| Cash And Other Net Current Assets | Cash | ₹59.18 Cr | 0.86% |
| Bharat Petroleum Corp Ltd | Equity | ₹58.84 Cr | 0.85% |
| Hindustan Aeronautics Ltd Ordinary Shares | Equity | ₹58.5 Cr | 0.85% |
| Aurobindo Pharma Ltd | Equity | ₹56.72 Cr | 0.82% |
| Kirloskar Oil Engines Ltd | Equity | ₹56.52 Cr | 0.82% |
| Max Financial Services Ltd | Equity | ₹55.84 Cr | 0.81% |
| REC Ltd | Equity | ₹55.08 Cr | 0.80% |
| JSW Infrastructure Ltd | Equity | ₹54.06 Cr | 0.78% |
| Bharat Heavy Electricals Ltd | Equity | ₹51.62 Cr | 0.75% |
| DOMS Industries Ltd | Equity | ₹49.81 Cr | 0.72% |
| Ola Electric Mobility Ltd | Equity | ₹48.55 Cr | 0.70% |
| Bharat Forge Ltd | Equity | ₹48.08 Cr | 0.70% |
| Titan Co Ltd | Equity | ₹47.66 Cr | 0.69% |
| Sona BLW Precision Forgings Ltd | Equity | ₹47.58 Cr | 0.69% |
| Delhivery Ltd | Equity | ₹46.62 Cr | 0.67% |
| Kajaria Ceramics Ltd | Equity | ₹40.1 Cr | 0.58% |
| Grasim Industries Ltd | Equity | ₹39.08 Cr | 0.57% |
| Torrent Power Ltd | Equity | ₹35.66 Cr | 0.52% |
| Mahindra & Mahindra Financial Services Ltd | Equity | ₹31.79 Cr | 0.46% |
| Tata Power Co Ltd | Equity | ₹31.78 Cr | 0.46% |
| Coal India Ltd | Equity | ₹31.69 Cr | 0.46% |
| Bajaj Housing Finance Ltd | Equity | ₹18.22 Cr | 0.26% |
Allocation By Market Cap (Equity)
Large Cap Stocks
48.03%
Mid Cap Stocks
37.14%
Small Cap Stocks
8.82%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Financial Services | ₹1,516.57 Cr | 21.94% |
| Consumer Cyclical | ₹1,167.62 Cr | 16.89% |
| Industrials | ₹933.12 Cr | 13.50% |
| Healthcare | ₹704.29 Cr | 10.19% |
| Technology | ₹509.66 Cr | 7.37% |
| Communication Services | ₹409.52 Cr | 5.92% |
| Energy | ₹373.6 Cr | 5.40% |
| Consumer Defensive | ₹331.87 Cr | 4.80% |
| Basic Materials | ₹272.45 Cr | 3.94% |
| Real Estate | ₹185.25 Cr | 2.68% |
| Utilities | ₹159.95 Cr | 2.31% |
Risk & Performance Ratios
Standard Deviation
This fund
13.34%
Cat. avg.
13.74%
Lower the better
Sharpe Ratio
This fund
0.65
Cat. avg.
0.85
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
1.55
Higher the better
Fund Managers
SB
S. Bharath
Since July 2024
AA
Ashish Aggarwal
Since January 2022
Additional Scheme Detailsas of 31st December 2024
ISIN INF903J01DT1 | Expense Ratio 1.79% | Exit Load 1.00% | Fund Size ₹6,913 Cr | Age 17 years 10 months | Lumpsum Minimum ₹100 | Fund Status Open Ended Investment Company | Benchmark Nifty LargeMidcap 250 TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Large & Mid-Cap Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y |
|---|---|---|---|---|
| Union Large & Midcap Fund Direct Growth Very High Risk | 1.0% | 1.0% | ₹868.05 Cr | 12.1% |
| Union Large & Midcap Fund Regular Growth Very High Risk | 2.3% | 1.0% | ₹868.05 Cr | 10.6% |
| HSBC Large & Mid Cap Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹3978.89 Cr | 21.5% |
| HSBC Large & Mid Cap Fund Direct Growth Very High Risk | 0.9% | 1.0% | ₹3978.89 Cr | 22.7% |
| Baroda BNP Paribas Large & Mid Cap Fund Regular Growth Very High Risk | 2.1% | 1.0% | ₹1539.83 Cr | 16.1% |
| Baroda BNP Paribas Large & Mid Cap Fund Direct Growth Very High Risk | 0.8% | 1.0% | ₹1539.83 Cr | 17.6% |
| Tata Large & Mid Cap Fund Regular Growth Very High Risk | 1.8% | 1.0% | ₹8244.62 Cr | 10.0% |
| Navi Large & Midcap Fund Regular Growth Very High Risk | 2.3% | 0.0% | ₹318.67 Cr | 9.7% |
| Navi Large & Midcap Fund Direct Growth Very High Risk | 0.3% | 0.0% | ₹318.67 Cr | 11.8% |
| UTI Core Equity Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹4134.14 Cr | 19.0% |
About the AMC
Sundaram Mutual Fund
Total AUM
₹67,735 Cr
Address
Sundaram Towers, Chennai, 600 014
Other Funds by Sundaram Mutual Fund
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Sundaram large and Mid Cap Fund Regular Growth?
The NAV of Sundaram large and Mid Cap Fund Regular Growth, as of 21-Jan-2025, is ₹79.43.
What are the returns of Sundaram large and Mid Cap Fund Regular Growth?
The fund has generated 13.20% over the last 1 year and 12.28% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
What is the portfolio composition of Sundaram large and Mid Cap Fund Regular Growth?
The fund's allocation of assets is distributed as 94.95% in equities, 0.00% in bonds, and 5.04% in cash and cash equivalents.
Who manages the Sundaram large and Mid Cap Fund Regular Growth?
The fund managers responsible for Sundaram large and Mid Cap Fund Regular Growth are:-
- S. Bharath
- Ashish Aggarwal
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
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Dezerv Investments Private Limited is a Portfolio Manager with SEBI Registration no. INP000007377, a member of BSE with SEBI Stock Broker Registration no. INZ000303136, and an Investment Manager to Category - I AIF-VCF-Angel Fund with SEBI Registration no. IN/AIF1/22-23/1066.
Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt Limited, a wholly owned subsidiary with AMFI Registration No.: ARN -248439. **Mutual fund investments are subject to market risks, read all scheme related documents carefully.** Terms and conditions of the website are applicable. Privacy policy of the website is applicable.
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