Sundaram Large and Mid Cap Fund Direct IDCW

Equity
Large & MidCap
Very High Risk
Payout
26.67%
3Y annualised
+0.27% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 Mar 2023₹24.62
Min. SIP amount₹100
Rating3
Fund size₹4,885.09Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-1.7%26.7%11.4%16.6%
Category average0.5%26.5%10.5%NA
Rank with in category251812NA
Understand terms

Holdings (70)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity5.9%
HDFC Bank Ltd.FinancialEquity4.6%
Reliance Industries Ltd.EnergyEquity4.1%
Infosys Ltd.TechnologyEquity3.9%
State Bank of IndiaFinancialEquity2.8%
Larsen & Toubro Ltd.ConstructionEquity2.7%
Axis Bank Ltd.FinancialEquity2.4%
Canara BankFinancialEquity2.2%
Housing Development Finance Corporation Ltd.FinancialEquity2.1%
ABB India Ltd.Capital GoodsEquity2.0%
See All

Pros and cons

Category: Equity Large & MidCap

Pros

Cons

3Y, 5Y and 10Y annualised returns higher than category average
1Y annualised returns lower than category average by 2.23%
Lower expense ratio: 0.72%

Expense ratio, exit load and tax

Expense ratio: 0.72%

Inclusive of GST

Exit load

For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Ravi Gopalakrishnan
Jan 2022 - Present
View details

Education
Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.
Also manages these schemes

Ashish Aggarwal
Jan 2022 - Present
View details

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.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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