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Sundaram Large and Mid Cap Fund Direct IDCW+0.59%

64.67%
1 Year Return
Equity
Large & MidCap
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Large and Mid Cap Fund Direct IDCW

RiskVery High
Min SIP Amount₹100
Expense Ratio0.95%
NAV₹25.20 (15 Jun 2021)
Fund Started02 Jan 2013
Fund Size1,544 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
64.7%
13.5%
16.9%
15.0%
Category Average
55.3%
8.1%
13.1%
-
Rank Within Category
22
15
8
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount100
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 64.7% returns per annum

Comparison

Data not available
Pros
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
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
Infosys Ltd.TechnologyEquity5.8%
Reliance Industries Ltd.EnergyEquity5.5%
HDFC Bank Ltd.FinancialEquity4.3%
ICICI Bank Ltd.FinancialEquity4.2%
Larsen & Toubro Ltd.ConstructionEquity3.5%
Bharti Airtel Ltd.CommunicationEquity2.9%
Max Financial Services Ltd.FinancialEquity2.6%
Tata Consumer Products Ltd.FMCGEquity2.5%
PI Industries Ltd.ChemicalsEquity2.5%
State Bank of IndiaFinancialEquity2.4%
See All

Fund Managers

S Krishnakumar
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S Bharath
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Rahul Baijal
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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.

Scheme Information Document(SID)

₹100
Min for First Investment
₹100
Min for Second Investment
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Exit Load

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About Sundaram Mutual Fund

Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Phone
044-28583362/3367
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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