Investment Objective and Approach

Sundaram Large and Mid Cap Fund seeks capital appreciation by investing predominantly in equity and equity-related instruments in large and mid-cap stocks. The fund follows a diversified investment strategy that combines the stability of large-cap companies with the growth potential of mid-cap stocks.

The fund invests in a mix of large-cap and mid-cap stocks, offering diversified exposure to both stable and high-growth companies, making it ideal for investors seeking a balanced approach to long-term capital appreciation.

The investment approach focuses on:

- Balanced exposure: Combining large-cap stability with mid-cap growth opportunities

- Long-term capital appreciation: Designed for investors with investment horizon of 5+ years

- Diversified portfolio: Spreading risk across different market capitalizations

- Active fund management: Professional stock selection and portfolio optimization

Fund Managers

The fund is managed by experienced professionals:

The scheme is currently managed by fund managers Ravi Gopalakrishnan and Ashish Aggarwal. Both fund managers bring extensive experience in equity research and portfolio management to deliver consistent performance.

Key fund manager profiles include professionals with strong educational backgrounds in finance and commerce, along with several years of experience in mutual fund management and equity research.

About the Fund House (AMC)

Sundaram Asset Management Company Ltd. is a wholly owned subsidiary of Sundaram Finance Limited, one of India's oldest and most recognizable financial institutions. The company has over 20 years of experience in fund management at the highest level, with the AMC being established in 1996.

Key highlights of Sundaram Mutual Fund:

- Experience: More than 26 years of experience in handling funds

- AUM: As of December 2023, the AUM stands at Rs. 55,364.3 crore

- Fund Range: Consists of 30 mutual fund schemes including 15 equity funds, 6 hybrid funds, and 9 debt funds

- Network: Presence with over 93 branches across the country serving 3.3 million investors

- Global Presence: Established presence in Dubai and wholly-owned subsidiary in Singapore

The parent organization, Sundaram Finance Ltd., was incorporated in 1954, becoming one of the first financial organizations to be formed in independent India.

Should I Invest in Sundaram Large and Mid Cap Fund?

This fund may be suitable for investors who:

- Seek long-term capital appreciation over 5+ years

- Want balanced exposure to both large-cap stability and mid-cap growth potential

- Are comfortable with equity market volatility

- Can handle "Very High" risk as rated by the fund

- Want to start with low minimum investment of ₹100 for SIP

Key fund metrics as of recent dates:

- Latest NAV: ₹92.05 as of May 15, 2025

- AUM: ₹6,549.51 Crores

- Returns: 9.90% (1 year), 75.03% (3 years), 498.94% (since launch)

- Expense ratio: 0.74%

- Exit load: 1% if redeemed within 365 days for units more than 25% of investments

Investors should consider their risk tolerance, investment horizon, and financial goals before investing. It's advisable to consult with a financial advisor for personalized investment advice.

FAQs

What is today's NAV of Sundaram Large and Mid Cap Fund?

The latest NAV is ₹92.05 as of May 15, 2025. NAV changes daily based on market movements of underlying securities.

What is the AUM of Sundaram Large and Mid Cap Fund?

The fund has an AUM of ₹6,549.51 Crores as of May 15, 2025, indicating substantial investor participation and fund size.

What is the expense ratio of Sundaram Large and Mid Cap Fund?

The expense ratio is 0.74%, which covers fund management and operational expenses deducted from returns.

What are the returns of Sundaram Large and Mid Cap Fund since inception?

The fund has delivered 498.94% returns since launch, demonstrating long-term wealth creation potential over time.

What is the minimum SIP amount to invest in Sundaram Large and Mid Cap Fund?

The minimum SIP investment is ₹100, making it accessible for investors starting their investment journey with small amounts.

How do I invest in Sundaram Large and Mid Cap Fund?

You can invest through Allvest platform or other mutual fund distributors. Complete your KYC, select the fund, choose SIP or lumpsum option, and complete payment process.

How to start a SIP in Sundaram Large and Mid Cap Fund?

Register on Allvest, complete KYC verification, search for Sundaram Large and Mid Cap Fund, select SIP option, choose amount and frequency, and set up auto-debit for hassle-free investing.

How do I automate an SIP in Sundaram Large and Mid Cap Fund?

Through Allvest, set up automatic bank mandate or UPI autopay during SIP registration. This ensures seamless monthly deductions without manual intervention for consistent investing.

How can I withdraw/redeem my investment in Sundaram Large and Mid Cap Fund?

Login to Allvest platform, go to your portfolio, select the fund, choose redeem option, enter units/amount to redeem, and submit request. Funds typically credit within 2-3 business days.