Can I invest in SIP and Lumpsum in Sundaram Large and Mid Cap Fund - Direct (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in Sundaram Large and Mid Cap Fund - Direct (G). Minimum lumpsum investment Sundaram Large and Mid Cap Fund - Direct (G) is ₹100 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of Sundaram Large and Mid Cap Fund - Direct (G) Direct Growth?

The latest NAV (Net Asset Value) of Sundaram Large and Mid Cap Fund - Direct (G) is Sundaram Large and Mid Cap Fund - Direct (G) is ₹83.29 as on 2025-03-11.

Which are the biggest stock holdings of Sundaram Large and Mid Cap Fund - Direct (G)?

The 5 biggest stock holdings of Sundaram Large and Mid Cap Fund - Direct (G) are: HDFC Bank (5.73%), ICICI Bank (4.57%), Reliance Industr (4.18%), Infosys (2.88%), St Bk of India (2.70%)

What are the top sectors Sundaram Large and Mid Cap Fund - Direct (G) invests in?

A majority of Sundaram Large and Mid Cap Fund - Direct (G) 's AUM worth ₹5,861.33 (Cr) is invested in these 3 top sectors: Banks : 18.06% IT-Software : 7.50% Pharmaceuticals & Biotech : 6.83%

Mutual Funds
Sundaram Large and Mid Cap Fund - Direct (G)

Sundaram Large and Mid Cap Fund - Direct (G)

Large & Mid Cap Fund

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NAV
83.29(0.53%)
Fund Size (CR)
₹6,470.35
Expense Ratio
0.88
Scheme Type
Active Fund
Value Research

Min. investment
₹100
Minimum Additional Investment
₹100
Minimum SIP Investment
₹100
Minimum Withdrawal
₹100
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
14.84%

Absolute Return: -15.24%

Annualized Return: 0%

Basic Details

Scheme Manager

S Bharath

Bench Mark

Nifty LargeMidcap 250 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	3 March 2025	10177.72	1.78%	-	1.88%	64/138
1 Month	10 February 2025	9371.17	-6.29%	-	-5.58%	107/138
3 Month	10 December 2024	8444.45	-15.56%	-	-14.86%	87/138
6 Month	10 September 2024	8604.29	-13.96%	-	-14.53%	53/130
1 Year	7 March 2024	10238.15	2.38%	2.38%	3.00%	79/130
3 Year	10 March 2022	14745.26	47.45%	13.81%	16.08%	91/120
5 Year	9 March 2020	23375.28	133.75%	18.49%	20.52%	90/115
Since Inception	8 January 2013	53913.26	439.13%	14.84%	13.62%	67/138

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 April 2024	1,20,000	110103.23	-8.25%	-8.25%
3 Year	1 April 2022	3,60,000	426347.33	18.43%	5.80%
5 Year	1 April 2020	6,00,000	893194.40	48.87%	8.28%
10 Year	1 April 2015	12,00,000	2617422.21	118.12%	8.11%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 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 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

4.30%

Standard Deviation

0.97%

Beta

0.42%

Sharpe Ratio

-0.01%

Treynor's Ratio

-2.39%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
HDFC Bank	5.73%	1940000	336.09	Equity	Banks
ICICI Bank	4.57%	2225000	267.91	Equity	Banks
Reliance Industr	4.18%	2040000	244.82	Equity	Refineries
Infosys	2.88%	1000000	168.77	Equity	IT - Software
St Bk of India	2.70%	2300000	158.42	Equity	Banks
Bharti Airtel	2.41%	900000	141.32	Equity	Telecomm-Service
Larsen & Toubro	2.24%	415000	131.30	Equity	Infrastructure Developers & Operators
Kotak Mah. Bank	2.21%	680000	129.40	Equity	Banks
Alkem Lab	1.94%	245000	113.83	Equity	Pharmaceuticals
Axis Bank	1.91%	1100000	111.71	Equity	Banks

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Sundaram Large and Mid Cap Fund - Direct (G)	6470.35	-6.29%	-15.56%	-13.96%	2.38%	13.81%
Invesco India Large & Mid Cap Fund-Dir (IDCW)	6249.90	-6.20%	-16.52%	-13.25%	9.68%	20.32%
Invesco India Large & Mid Cap Fund-Dir (G)	6249.90	-6.19%	-16.52%	-13.23%	9.67%	20.32%
Motilal Oswal Large and Midcap Fund - Dir (IDCW)	8446.92	-8.23%	-22.24%	-16.49%	9.37%	23.34%
Motilal Oswal Large and Midcap Fund - Dir (G)	8446.92	-8.23%	-22.24%	-16.49%	9.37%	23.33%
LIC MF Large & Mid Cap Fund - Direct (G)	2915.53	-4.69%	-14.62%	-14.50%	9.21%	15.50%

News

Sundaram Mutual Fund announces IDCW under its schemes
Sundaram Mutual Fund has announced 11 March 2025 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:
Sundaram Equity Savings Fund - Regular Plan - IDCW - Quarterly Option: 0.289
Sundaram Equity Savings Fund - Direct Plan - IDCW - Quarterly Option: 0.420
Sundaram Equity Savings Fund - Regular Plan - IDCW - Half Yearly Option: 0.537
Sundaram Equity Savings Fund - Direct Plan - IDCW - Half Yearly Option: 0.572
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Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes
Sundaram Mutual Fund has announced 17 February 2025 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:
Sundaram Aggressive Hybrid Fund - Regular Plan-Monthly-IDCW Option: 0.250
Sundaram Aggressive Hybrid Fund - Direct Plan-Monthly-IDCW Option: 0.350
Sundaram Balanced Advantage Fund - Regular Plan-Monthly-IDCW Option: 0.115
Sundaram Balanced Advantage Fund - Direct Plan-Monthly-IDCW Option: 0.140
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Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes
Sundaram Mutual Fund has announced 17 January 2025 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:
Sundaram Aggressive Hybrid Fund - Regular Plan-Monthly-IDCW Option: 0.250
Sundaram Aggressive Hybrid Fund - Direct Plan-Monthly-IDCW Option: 0.350
Sundaram Balanced Advantage Fund - Regular Plan-Monthly-IDCW Option: 0.115
Sundaram Balanced Advantage Fund - Direct Plan-Monthly-IDCW Option: 0.140
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Fund House Details & Investment Objective

Date of Incorporation

1 January 2013

Total AUM (Cr)

₹5861.32

Sundaram Large and Mid Cap Fund - Direct (G) is an Large & Mid Cap Fund-oriented fund from the renowned AMC, Sundaram Mutual Fund. Launched in 1 January 2013, this fund is managed by S Bharath. With assets under management (AUM) worth ₹5,861.33 (Cr), as of 11 March 2025, Sundaram Large and Mid Cap Fund - Direct (G) is categorized as a Large & Mid Cap Fund within its segment. The fund has generated a return of 14.84% since its launch.
The current NAV of Sundaram Large and Mid Cap Fund - Direct (G) is ₹83.29, as on 11 March 2025. The fund's benchmark index is Nifty LargeMidcap 250 TRI. You can invest in Sundaram Large and Mid Cap Fund - Direct (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹100.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
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. The fund has generated 13.81% and 18.49% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 96.34% in Equity, 0.69% in Debt and 2.97% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 18.06% in Banks, 7.50% in IT-Software, 6.83% in Pharmaceuticals & Biotech, 6.42% in Auto Components, 6.02% in Petroleum Products

FAQs

How to Invest in Sundaram Large and Mid Cap Fund - Direct (G) Direct Growth?

Sundaram Large and Mid Cap Fund - Direct (G) is a popular fund in the Large & Mid Cap Fund segment. The fund has generated a return of 14.84% since inception. Looking to invest in Sundaram Large and Mid Cap Fund - Direct (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Sundaram Large and Mid Cap Fund - Direct (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Sundaram Large and Mid Cap Fund - Direct (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Sundaram Large and Mid Cap Fund - Direct (G) today and reap the benefits of this Large & Mid Cap Fund fund!

How much returns has Sundaram Large and Mid Cap Fund - Direct (G) Direct Growth generated?

In the short term, i.e., 1 year, Sundaram Large and Mid Cap Fund - Direct (G) has generated annualised return of 2.38%. In the long-term, the fund has generated 13.81% and 18.49% in 3 and 5 years respectively. Since its inception, the fund has generated 14.84% returns.

What is the expense ratio of Sundaram Large and Mid Cap Fund - Direct (G) Direct Growth?

The expense ratio of Sundaram Large and Mid Cap Fund - Direct (G) Direct Growth is 0.88%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Sundaram Large and Mid Cap Fund - Direct (G) Fund Direct Growth?

The Assets Under Management (AUM) of Sundaram Large and Mid Cap Fund - Direct (G) is ₹5,861.33 (Cr) as of 2025-03-11 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Sundaram Large and Mid Cap Fund - Direct (G) Direct Growth?

Redeeming or selling units of Sundaram Large and Mid Cap Fund - Direct (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Sundaram Large and Mid Cap Fund - Direct (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Sundaram Large and Mid Cap Fund - Direct (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).