﻿<?xml version="1.0" encoding="utf-8"?><SchemeSummaryDocument xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"><SchemeSummary><Fund_Name>Sundaram Large and Mid Cap Fund</Fund_Name><Option_Names_Regular__Direct>Regular Plan and Direct Plan: Options: Growth, IDCW - Payout, IDCW Reinvestment</Option_Names_Regular__Direct><Fund_Type>An open ended equity scheme investing in both large cap and mid cap stocks.</Fund_Type><Riskometer_At_the_time_of_Launch>Very High Risk</Riskometer_At_the_time_of_Launch><Riskometer_as_on_Date>Very High Risk</Riskometer_as_on_Date><Category_as_Per_SEBI_Categorization_Circular>Large &amp;amp; Mid Cap</Category_as_Per_SEBI_Categorization_Circular><Potential_Risk_Class_as_on_date>Not Applicable</Potential_Risk_Class_as_on_date><Description_Objective_of_the_scheme>To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or Trustees by the Asset management Company.</Description_Objective_of_the_scheme><Stated_Asset_Allocation>Equity and Equity-related instruments of large cap companies 35-65% high; equity and equity-related instruments of mid cap companies 35-65% high; Other equities 0-30% high; Fixed Income, Money Market instruments and Cash &amp;amp; Cash equivalents upto 30% Low to Medium; Investment in ReITs &amp;amp; InvITs 0-10% Medium to high</Stated_Asset_Allocation><Face_Value>Rs.10</Face_Value><NFO_Open_Date>Not Applicable</NFO_Open_Date><NFO_Close_date>Not Applicable</NFO_Close_date><Allotment_Date>Feb 2007</Allotment_Date><Reopen_Date>Not Applicable</Reopen_Date><Maturity_Date_For_closedend_funds>Not Applicable</Maturity_Date_For_closedend_funds><Benchmark_Tier_1>Nifty Large Mid Cap 250 TRI</Benchmark_Tier_1><Benchmark_Tier_2>Not Applicable</Benchmark_Tier_2><Fund_Manager_Name>FM1- Mr. Madanagopal Ramu, FM2- Mr. Shalav Saket(Overseas Securities)</Fund_Manager_Name><Fund_Manager_Type_PrimaryComanageDescription>Comanage</Fund_Manager_Type_PrimaryComanageDescription><Fund_Manager_From_Date>31st December 2021</Fund_Manager_From_Date><Annual_Expense_Stated_maximum>Regular 2.31, Direct 1.29</Annual_Expense_Stated_maximum><Exit_Load_if_applicable>Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. Any redemptions or withdrawals by way of SWP in excess of the above mentioned limit would be subject to an exit load of 1 % of the applicable NAV will be charged, if the units are redeemed within 365 days from the date of allotment of units. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. Further, exit load will be waived on Intra-scheme and Inter scheme Switchouts/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis</Exit_Load_if_applicable><Custodian>Standard Chartered Bank, Mumbai</Custodian><Auditor>R.G.N.PRICE &amp;amp; CO</Auditor><Registrar>KFin Technologies Limited</Registrar><RTA_Code_To_be_phased_out>LM</RTA_Code_To_be_phased_out><Listing_Details>Unlisted</Listing_Details><ISINs>Regular Growth INF903J01DT1; Regular IDCW Payout INF903J01Du9; Regular IDCW Re-Investment INF903J01DV7; Direct IDCW Payout INF903J01PP3; Direct Growth INF903J01PR9; Direct IDCW Reinvestment INF903J01PQ1</ISINs><AMFI_Codes_To_be_phased_out>105000, 105001, 119565 and 119566</AMFI_Codes_To_be_phased_out><SEBI_Codes>SUND/O/E/LMF/06/12/0019</SEBI_Codes><Minimum_Application_Amount>Rs.100/-</Minimum_Application_Amount><Minimum_Application_Amount_in_multiples_of_Rs>Re.1/-</Minimum_Application_Amount_in_multiples_of_Rs><Minimum_Additional_Amount>Rs.100/-</Minimum_Additional_Amount><Minimum_Additional_Amount_in_multiples_of_Rs>Re.1/-</Minimum_Additional_Amount_in_multiples_of_Rs><Minimum_Redemption_Amount_in_Rs>Rs.100/-</Minimum_Redemption_Amount_in_Rs><Minimum_Redemption_Amount_in_Units>1 unit</Minimum_Redemption_Amount_in_Units><Minimum_Balance_Amount_if_applicable>Not Applicable</Minimum_Balance_Amount_if_applicable><Minimum_Balance_Amount_in_Units_if_applicable>Not Applicable</Minimum_Balance_Amount_in_Units_if_applicable><Max_Investment_Amount>Not Applicable</Max_Investment_Amount><Minimum_Switch_Amount_if_applicable>The minimum amount for redemption/switch out will be: Regular &amp;amp; Direct Plan: Rs.100 or 1 unit or account balance, whichever is lower.</Minimum_Switch_Amount_if_applicable><Minimum_Switch_Units>Not Applicable</Minimum_Switch_Units><Switch_Multiple_Amount_if_applicable>Not Applicable</Switch_Multiple_Amount_if_applicable><Switch_Multiple_Units_if_applicable>Not Applicable</Switch_Multiple_Units_if_applicable><Max_Switch_Amount>Not Applicable</Max_Switch_Amount><Max_Switch_Units_if_applicable>Not Applicable</Max_Switch_Units_if_applicable><Swing_Pricing_if_applicable>Not Applicable</Swing_Pricing_if_applicable><Sidepocketing_if_applicable>Yes</Sidepocketing_if_applicable><SIP_SWP__STP_Details_Frequency>SIP: Daily, Weekly, Monthly and Quarterly; STP: Daily, Weekly, Monthly and Quarterly,  SWP: Monthly; Quarterly, Half-Yearly and Annually</SIP_SWP__STP_Details_Frequency><SIP_SWP__STP_Details_Minimum_amount>SIP: Daily, Monthly: Rs.100, Quarterly: Rs. 750, Weekly: Rs. 1000,                                                                                            STP: Daily, Weekly : Rs.1000, Monthly: Rs.100, Quarterly: Rs.750                                                                                                       SWP: Monthly and Quarterly: Rs.100</SIP_SWP__STP_Details_Minimum_amount><SIP_SWP__STP_Details_In_multiple_of>1</SIP_SWP__STP_Details_In_multiple_of><SIP_SWP__STP_Details_Minimum_Instalments>SIP: Daily -  Minimum 92 installments, Weekly; Monthly; Quarterly - Minimum Six installments, STP &amp;amp; SWP: Minimum Six installments</SIP_SWP__STP_Details_Minimum_Instalments><SIP_SWP__STP_Details_Dates>Any Day (1st to 31st), Weekly (All Working days)</SIP_SWP__STP_Details_Dates><SIP_SWP__STP_Details_Maximum_Amount_if_any>Not Applicable</SIP_SWP__STP_Details_Maximum_Amount_if_any></SchemeSummary></SchemeSummaryDocument>