Sundaram Large and Mid Cap Fund-IDCW Payout
Sundaram Large and Mid Cap Fund-IDCW Payout: Mutual Fund Overview
Sundaram Large and Mid Cap Fund-IDCW Payout is an Large & MidCap mutual fund with over 19.07 years of performance history. The scheme manages an AUM of ₹6867.64 Cr and has a NAV of ₹25.8418. It is rated '3' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -2.22%.
Equity, Large & MidCap, Principal at very high risk
1 Year Return -2.22% at 24 Mar 2026 04:17 PM
Fund Details
NAV 25.8418
Sub-Type Large & MidCap
Rating 3
Min. SIP Amount ₹100.0
Fund Age(Year) 19.07
Fund Size(in Crores) 6867.64
Fund Performance
1 Month -12.99%
3 Month -13.3%
6 Month -11.39%
1 Year -2.22%
3 Year 13.79%
5 Year 11.71%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Others 0.01 Top Holding
Debt & Others (100%) Sector Allocation Debenture 0.69 Alternative Investment Fund 0.29 Treasury Bills 11.93 Debt Credit Ratings A1+ 85.09 SOV 15.28 AAA 0.69 Others 0.3 Cash & Call Money -1.36 Debt Category HDFC Securities 2.4 Tata Capital Housing Finance 0.46 The Federal Bank 0.91 Aditya Birla Housing Finance 0.9
Comparison with same funds
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.82%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Shalav Saket
Education MBA, B-Tech, CFA
Experience Prior joining the Sundaram AMC, he was associated with SAMC, BofA Securities, PWC, Samsung.
Bharath S.
Education Mr. Bharath is a B Com (H), MBA and ICWA.
Experience Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Ashish Aggarwal
Education Mr. Aggarwal has done BE, PGPM
Experience Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, IL&FS Investsmart, Tata Securities and Antique Stock Broking.
Madanagopal Ramu
Education MBA, Grad.CWA
Experience Prior to joining the Sundaram AMC, he was associated with Centrum Broking Pvt Ltd, Sundaram Mutual Fund, Sundaram Alternates and Motilal Oswal AMC
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 55
Date of Incorporation 2007-02-27
Total AUM 76017.49
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
Sundaram Large and Mid Cap Fund-IDCW Payout FAQs
How to invest in Sundaram Large and Mid Cap Fund-IDCW Payout?
Investing in Sundaram Large and Mid Cap Fund-IDCW Payout through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Sundaram Large and Mid Cap Fund-IDCW Payout in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Sundaram Large and Mid Cap Fund-IDCW Payout?
The term expense ratio for Sundaram Large and Mid Cap Fund-IDCW Payout or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Sundaram Large and Mid Cap Fund-IDCW Payout is 1.82% as of 24 Mar 2026.
What is the NAV of Sundaram Large and Mid Cap Fund-IDCW Payout?
The NAV of Sundaram Large and Mid Cap Fund-IDCW Payout is ₹25.8418 as of 24 Mar 2026.
What is the AUM of Sundaram Large and Mid Cap Fund-IDCW Payout?
The AUM (Assets Under Management) of Sundaram Large and Mid Cap Fund-IDCW Payout is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Sundaram Large and Mid Cap Fund-IDCW Payout is ₹6867.64 Cr as of 24 Mar 2026.
What is the PE and PB ratio of Sundaram Large and Mid Cap Fund-IDCW Payout?
The PE ratio of Sundaram Large and Mid Cap Fund-IDCW Payout shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Sundaram Large and Mid Cap Fund-IDCW Payout?
Yes, you can invest in Sundaram Large and Mid Cap Fund-IDCW Payout through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Sundaram Large and Mid Cap Fund-IDCW Payout in the last 5 years?
The return of Sundaram Large and Mid Cap Fund-IDCW Payout in the last 5 years is 11.71%.
What is the minimum SIP investment required in Sundaram Large and Mid Cap Fund-IDCW Payout?
The minimum SIP investment in Sundaram Large and Mid Cap Fund-IDCW Payout depends on the fund's scheme rules and usually starts at a small amount. For Sundaram Large and Mid Cap Fund-IDCW Payout, the minimum SIP amount is ₹100.0.
What is the current NAV of Sundaram Large and Mid Cap Fund-IDCW Payout?
The NAV of Sundaram Large and Mid Cap Fund-IDCW Payout, as of 24 Mar 2026, is ₹25.8418.
Who manages the Sundaram Large and Mid Cap Fund-IDCW Payout?
The fund managers responsible for Sundaram Large and Mid Cap Fund-IDCW Payout are:
- Shalav Saket
- Bharath S.
- Ashish Aggarwal
- Madanagopal Ramu