Sundaram Large and Mid Cap Fund Direct Growth

Equity
Large & MidCap
Very High Risk
21.02%
3Y annualised
+0.98% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 23 Apr 2024₹82.09
Min. SIP amount₹100
Rating2
Fund size₹6,194.70Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns39.3%21.0%19.1%18.6%
Category average44.2%22.1%18.6%NA
Rank with in category202015NA
Understand terms

Holdings (84)

NameSectorInstrumentAssets
FinancialEquity4.71%
FinancialEquity4.58%
EnergyEquity4.17%
FinancialEquity2.87%
ConstructionEquity2.67%
TechnologyEquity2.06%
ServicesEquity2.04%
HealthcareEquity1.87%
FinancialEquity1.86%
TechnologyEquity1.74%
See All

Pros and cons

Category: Equity Large & MidCap

Pros

Cons

5Y and 10Y annualised returns higher than category average
Consistently lower annualised returns than category average for the past 1Y and 3Y
Lower expense ratio: 0.71%
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.71%

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

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
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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