Sundaram Large and Mid Cap Fund

An open-ended equity scheme investing in both large cap and mid cap stocks

NAV
as on

Returns since inception

Average AUM
for the month of

Crores

Minimum Investment Amount

SIP

100

Lumpsum

100

Product Features

Scheme Type

Large and Mid Cap Fund

Available Plans

Regular, Direct

Minimum Investment

100

Repayment Options

Growth

Dividend: Payout, Sweep, Reinvestment

SIP/STP

Quarterly: ₹750

Monthly: ₹100

Weekly: ₹1000

Minimum Additional Purchase

100

Investing for my future

I started working 2 years back and just wanted to start saving. I came across an advertisement on Google and consulted Sundaram Mutual. I found Large and Mid Cap fund was suitable for me. It has given me fairly good results and I continue to invest in it.

Roshni | Doctor | Mumbai

Surprising my wife with the trip to her favourite destination

I have been a loyal Sundaram Mutual investor for almost 5 years. I got married last year and wanted to surprise my wife on our first anniversary. I could plan a trip to her favourite destination because I invested in Sundaram Large and Mid Cap fund.

Vinayak | Businessman | Vijayawada

80,475

people have invested in Sundaram Large and Mid Cap Fund

Fund Features:

  • Large and Mid Cap fund with minimum 35% in each category. Generic allocation to be 50-60% allocation to large caps and 40-50% to midcaps
  • Investment Strategy: Top down approach with a focus on theme/ sector allocation with a view to buy the secular growth opportunities in India, combined with bottom up stock selection.
  • Fund will invest in approximately 40 stocks on which the Fund Manager has high conviction.

Suitability:

This fund is suitable for investors seeking capital appreciation by investing in equity & equity related instruments.

Click here for the performance track record of all funds.

mutual fund risk meter

This product is suitable for investors who are seeking*

  • Long term capital growth.
  • Investment in equity & equity related securities in large and mid cap companies.

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Past performance may or may not be sustained in future.

Dividend History

Scheme Name Record Date Non-Corporate Dividend Corporate Dividend

Inception: February 2007

Benchmark: Nifty Large Mid Cap 250 TRI

Fund Manager: S. Krishnakumar

Minimum Investment: ₹100 and in multiples of ₹1 thereafter

SIP/STP:

  • Quarterly: ₹750 and in multiples of ₹1 thereafter
  • Monthly: ₹100 and in multiples of ₹1 thereafter
  • Weekly: ₹1000 and in multiples of ₹1 thereafter

Minimum Additional Purchase ₹100 and in multiples of ₹1 thereafter

Entry Load: Not Applicable

Exit Load: 1% if redeemed within 12 months from the date of allotment

3.3 Million+ Investors trust Sundaram Mutual

Mutual fund investments are subject to market risks. Read all scheme related documents carefully.