| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 0.85% |
| NAV | ₹35.99 (29 Oct 2020) |
|---|---|
| Fund Started | 08 Jan 2013 |
| Fund Size | ₹1,252 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 6.6% |
| HDFC Bank Ltd. | Financial | Equity | 4.1% |
| Infosys Ltd. | Technology | Equity | 4.0% |
| Tata Consumer Products Ltd. | FMCG | Equity | 3.7% |
| ICICI Bank Ltd. | Financial | Equity | 3.5% |
| Bharti Airtel Ltd. | Communication | Equity | 3.1% |
| Cipla Ltd. | Healthcare | Equity | 3.0% |
| Sanofi India Ltd. | Healthcare | Equity | 2.6% |
| Cummins India Ltd. | Engineering | Equity | 2.6% |
| Whirlpool Of India Ltd. | Cons Durable | Equity | 2.6% |
Sundaram Large and Mid Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 08 Jan 2013. S Krishnakumar, Madanagopal Ramu is the Current Fund Manager of Sundaram Large and Mid Cap Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,252 Cr and the Latest NAV as of 29 Oct 2020 is ₹35.99.
The Sundaram Large and Mid Cap Fund Direct Growth 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 scheme seeks capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
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.