Question 1

What is the Expense Ratio of Sundaram Large and Midcap Fund - Direct - Growth?

Accepted Answer

The Expense Ratio of Sundaram Large and Midcap Fund - Direct - Growth is 1.42% as of 01/08/2026. This is the fee charged by the fund house for managing the fund.

Question 2

What is the AUM of Sundaram Large and Midcap Fund - Direct - Growth?

Accepted Answer

The Assets Under Management (AUM) of Sundaram Large and Midcap Fund - Direct - Growth is ₹1,146.18 Crores as of Quarter ending June 2026.

Question 3

What is the 3-Year CAGR of Sundaram Large and Midcap Fund - Direct - Growth?

Accepted Answer

The 3-Year Compound Annual Growth Rate (CAGR) of Sundaram Large and Midcap Fund - Direct - Growth is 14.93%. This indicates the average annual growth rate over the last 3 years.

Question 4

Who manages Sundaram Large and Midcap Fund - Direct - Growth?

Accepted Answer

Sundaram Large and Midcap Fund - Direct - Growth is managed by Sundaram Mutual Fund.

Question 5

Is Sundaram Large and Midcap Fund - Direct - Growth an open-ended or close-ended scheme?

Accepted Answer

Sundaram Large and Midcap Fund - Direct - Growth is an Open-Ended scheme.

Question 6

How is the Expense Ratio calculated?

Accepted Answer

The Expense Ratio is the annual fee that mutual funds charge their unitholders. It expresses the percentage of assets deducted each fiscal year for fund expenses including 12b-1 fees, management fees, administrative fees, operating costs, and all other asset-based costs incurred by the fund.

Period	Returns	CAGR	Volatility
3M	11.04%	52.01%	15.61%
6M	11.02%	23.25%	19.64%
1Y	11.60%	11.60%	16.05%
3Y	51.81%	14.93%	15.04%
5Y	80.45%	12.53%	14.92%

Scheme	3Y CAGR (%)	TER (%)	AUM (Cr)
Helios Large & Mid Cap Fund - Direct - Growth	-	1.10%	₹131.52
Invesco India Large & Mid Cap Fund - Direct - Growth	23.12%	0.80%	₹2,318.06
WhiteOak Capital Large & Mid Cap Fund - Direct - Growth	-	0.90%	₹92.38
HSBC Large & Mid Cap Fund - Direct - Growth	18.30%	1.45%	₹806.29
SBI LARGE & MIDCAP FUND - Direct - Growth	12.68%	0.82%	₹7,548.44
Bandhan Large & Mid Cap Fund - Direct - Growth	17.95%	1.23%	₹3,944.29
ICICI Prudential Large & Mid Cap Fund - Direct - Growth	15.85%	1.34%	₹8,961.9

Sundaram Large and Midcap Fund - Direct - Growth

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