| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 1.00% |
| NAV | ₹16.01 (01 Jul 2020) |
|---|---|
| Fund Started | 02 Jan 2013 |
| Fund Size | ₹1,025 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Bharti Airtel Ltd. | Communication | Equity | 4.1% |
| Reliance Industries Ltd. | Energy | Equity | 4.1% |
| Tata Consumer Products Ltd. | FMCG | Equity | 3.8% |
| United Spirits Ltd. | FMCG | Equity | 3.7% |
| ICICI Bank Ltd. | Financial | Equity | 3.4% |
| Sanofi India Ltd. | Healthcare | Equity | 3.3% |
| Cipla Ltd. | Healthcare | Equity | 3.2% |
| Ultratech Cement Ltd. | Construction | Equity | 2.9% |
| HDFC Bank Ltd. | Financial | Equity | 2.8% |
| SBI Life Insurance Company Ltd. | Financial | Equity | 2.7% |
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 ₹1,025 Cr and the Latest NAV as of 01 Jul 2020 is ₹16.01.
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.
The objective of the scheme would be to seek capital appreciation by investing in equity & equity related instruments.
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.