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Sundaram Large and Midcap Fund Direct Plan - Growth
★★★★★ monitor_heart Health Score: 63/100 · AverageSundaram Mutual Fund · Equity · Large & MidCap
₹100.85
AUM: ₹6,990 Cr
NAV updated 11 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
1.47%
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Fund Manager
S Krishnakumar, Madanagopal Ramu
Inception
Jan 2013
Benchmark
NIFTY Large Midcap 250 Total Return Index
Sharpe Ratio
0.16
Std Dev (1Y)
15.74%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+7.7%
3m
+10.25%
6m
+5.41%
1y
+7.48%
3y
+15.54%
5y
+13.94%
10y
+15.59%
since inception
+15.12%
rate_review TopFund's Take on Sundaram Large and Midcap Fund Direct Plan - Growth
Sundaram Large and Midcap Fund Direct Plan - Growth sits in the middle of the pack for Large & MidCap funds, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 63/100.
Cost: At 1.47%, the expense ratio runs 55% above the Large & MidCap category average of 0.95%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.16 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 15.74% is fairly typical for actively managed equity funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about Sundaram Large and Midcap Fund Direct Plan - Growth
The current NAV (Net Asset Value) of Sundaram Large and Midcap Fund Direct Plan - Growth is ₹100.85. NAV is updated every business day after market close by AMFI.
1Y: 7.48% · 3Y CAGR: 15.54% · 5Y CAGR: 13.94%
The expense ratio is 1.47% per annum — the annual fee deducted from your investment to cover fund management costs.
Sundaram Large and Midcap Fund Direct Plan - Growth is managed by S Krishnakumar, Madanagopal Ramu at Sundaram Mutual Fund.
Sundaram Large and Midcap Fund Direct Plan - Growth is a High risk fund. Suitable for investors with a 3+ year horizon.
Yes, Sundaram Large and Midcap Fund Direct Plan - Growth is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
The Assets Under Management (AUM) of Sundaram Large and Midcap Fund Direct Plan - Growth is ₹6,991 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.