Fund Details
Sundaram Large and Mid Cap Fund Direct IDCW
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 0.95% |
| NAV | ₹25.20 (15 Jun 2021) |
|---|---|
| Fund Started | 02 Jan 2013 |
| Fund Size | ₹1,544 Cr |
Returns
Comparison
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Infosys Ltd. | Technology | Equity | 5.8% |
| Reliance Industries Ltd. | Energy | Equity | 5.5% |
| HDFC Bank Ltd. | Financial | Equity | 4.3% |
| ICICI Bank Ltd. | Financial | Equity | 4.2% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.5% |
| Bharti Airtel Ltd. | Communication | Equity | 2.9% |
| Max Financial Services Ltd. | Financial | Equity | 2.6% |
| Tata Consumer Products Ltd. | FMCG | Equity | 2.5% |
| PI Industries Ltd. | Chemicals | Equity | 2.5% |
| State Bank of India | Financial | Equity | 2.4% |
Fund Managers
Sundaram Large and Mid Cap Fund Direct IDCW Details
Sundaram Large and Mid Cap Fund Direct IDCW 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 IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹1,544 Cr and the Latest NAV as of 15 Jun 2021 is ₹25.20.
The Sundaram Large and Mid Cap Fund Direct IDCW is rated Very 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.
