Fund Details
Sundaram Large and Mid Cap Fund Direct Dividend
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 1.07% |
| NAV | ₹21.47 (18 Jan 2021) |
|---|---|
| Fund Started | 02 Jan 2013 |
| Fund Size | ₹1,398 Cr |
Returns
Comparison
1. 3Y Returns are higher than the category average returns
2. 5Y Returns are higher than the category average returns
1. Risk-adjusted returns are lower compared to the category
2. 1Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 5.0% |
| ICICI Bank Ltd. | Financial | Equity | 4.9% |
| Reliance Industries Ltd. | Energy | Equity | 4.9% |
| Indusind Bank Ltd. | Financial | Equity | 3.4% |
| Bharti Airtel Ltd. | Communication | Equity | 3.2% |
| Infosys Ltd. | Technology | Equity | 3.2% |
| Cummins India Ltd. | Engineering | Equity | 3.2% |
| AU Small Finance Bank Ltd. | Financial | Equity | 3.1% |
| Federal Bank Ltd. | Financial | Equity | 2.8% |
| Tata Consumer Products Ltd. | FMCG | Equity | 2.7% |
Fund Managers
Sundaram Large and Mid Cap Fund Direct Dividend Details
Sundaram Large and Mid Cap Fund Direct Dividend is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 02 Jan 2013. S Krishnakumar, Madanagopal Ramu is the Current Fund Manager of Sundaram Large and Mid Cap Fund Direct Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹1,398 Cr and the Latest NAV as of 18 Jan 2021 is ₹21.47.
The Sundaram Large and Mid Cap Fund Direct Dividend is rated Moderately High risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 100. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Investment Objective
The scheme seeks capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
Tax Implications
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
