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Sundaram Large and Mid Cap Fund Direct Growth

Equity
Large & MidCap
Very High Risk
17.38%
3Y annualised
-0.17% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 May 2022₹54.04
Min. SIP amount₹100
Rating4
Fund size₹5,016.53Cr

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns11.2%17.4%12.3%17.5%
Category average59.0%15.2%14.8%NA
Rank with in category11128NA
Understand terms

Holdings (74)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity6.5%
Infosys Ltd.TechnologyEquity5.1%
HDFC Bank Ltd.FinancialEquity3.9%
Reliance Industries Ltd.EnergyEquity3.7%
Bajaj Finserv Ltd.FinancialEquity2.8%
Larsen & Toubro Ltd.ConstructionEquity2.6%
Sona BLW Precision Forgings Ltd.AutomobileEquity2.3%
State Bank of IndiaFinancialEquity2.2%
Axis Bank Ltd.FinancialEquity2.1%
Mphasis Ltd.TechnologyEquity2.0%
See All

Pros and cons

Category: Equity Large & MidCap

Pros

3Y annualised returns higher than category average by 3.62%
Lower expense ratio: 0.74%
Higher alpha: 2.44 The fund has generated returns higher than benchmark - NIFTY Large Midcap 250 TRI - in the last 3Y

Cons

1Y and 5Y annualised returns lower than category average

Expense ratio, exit load and tax

Expense ratio: 0.74%

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
Amc Image
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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FAQs

How to Invest in Sundaram Large and Mid Cap Fund Direct Growth?

You can easily invest in Sundaram Large and Mid Cap Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Sundaram Large and Mid Cap Fund Direct Growth from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Sundaram Large and Mid Cap Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Large and Mid Cap Fund Direct Growth provide?

The Sundaram Large and Mid Cap Fund Direct Growth has been there from 08 Jan 2013 and the average annual returns provided by this fund is 11.19% since its inception.

How much expense ratio is charged by Sundaram Large and Mid Cap Fund Direct Growth?

The term Expense Ratio used for Sundaram Large and Mid Cap Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Sundaram Large and Mid Cap Fund Direct Growth is 0.74% as of 19 May 2022...

What is the AUM of Sundaram Large and Mid Cap Fund Direct Growth?

The AUM, short for Assets Under Management of Sundaram Large and Mid Cap Fund Direct Growth is ₹5,016.53Cr as of 19 May 2022.

How to Redeem Sundaram Large and Mid Cap Fund Direct Growth?

If you want to sell your Sundaram Large and Mid Cap Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Sundaram Large and Mid Cap Fund Direct Growth?

You can select either SIP or Lumpsum investment of Sundaram Large and Mid Cap Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of Sundaram Large and Mid Cap Fund Direct Growth?

The NAV of Sundaram Large and Mid Cap Fund Direct Growth is ₹54.04 as of 18 May 2022.

What is the PE and PB ratio of Sundaram Large and Mid Cap Fund Direct Growth?

The PE ratio ratio of Sundaram Large and Mid Cap Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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