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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹6,735 Cr
Lock In Period
N/A
Expense Ratio
1.8
Benchmark
Nifty Large Midcap 250 Total Return
Exit Load
If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.
Summary
Latest details for Sundaram Large and Mid Cap Fund Growth include a ₹87.5476 NAV as of Feb 20,2026 and returns since inception of 60.53%. Minimum investments start at SIP ₹100. The Sundaram Large and Mid Cap Fund Growth AUM is ₹6,735 Cr, with a lock-in of N/A years, expense ratio of 1.8%, and benchmark Nifty Large Midcap 250 Total Return. Exit load is - If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
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As on: 2026-01-31
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About Fund
Sundaram Large and Mid Cap Fund Growth managed by Sundaram Mutual Fund,is a Large and Mid Cap Fundsscheme with Assets Under Management of ₹6,735 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 1.8. Under the expert guidance of S Bharath ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundBank of India Large & Mid Cap Fund Growth | 1 | 445.91 CR | 2.48 |
| This FundMahindra Manulife Large & Mid Cap Fund Growth | 1 | 2738.71 CR | 1.93 |
| This FundSundaram Large and Mid Cap Fund Growth | 3 | 6735.29 CR | 1.8 |
| This FundMotilal Oswal Large and Midcap Fund Growth | 5 | 14601.65 CR | 1.69 |
| This FundInvesco India Large & Mid Cap Fund Growth | 5 | 8958.63 CR | 1.75 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundBank of India Large & Mid Cap Fund Growth | 15.4114 | 59.4619 |
| This FundMahindra Manulife Large & Mid Cap Fund Growth | 12.482 | 60.2281 |
| This FundSundaram Large and Mid Cap Fund Growth | 15.166 | 60.5335 |
| This FundMotilal Oswal Large and Midcap Fund Growth | 17.0488 | 88.921 |
| This FundInvesco India Large & Mid Cap Fund Growth | 17.5362 | 92.3734 |
FAQs
Sundaram Large and Mid Cap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Sundaram Large and Mid Cap Fund Growth is 1.8. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sundaram Large and Mid Cap Fund Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in Sundaram Large and Mid Cap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Sundaram Large and Mid Cap Fund Growth is ₹6,735 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sundaram Large and Mid Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500