Sundaram Large and Mid Cap Fund Direct Growth+0.38%

4Groww
15.03%
1 Year Return
Equity
Large & Mid Cap
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Large and Mid Cap Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.28%
NAV38.75 (20 Nov 2019)
Fund Started08 Jan 2013
Fund Size871 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Large and Mid Cap Fund Direct Growth
15.0%
16.5%
12.4%
14.4%
Category Average
-1.6%
6.9%
8.8%
-
Rank within category
7
2
5
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 15.0% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the benchmark
    2. 3Y Returns are higher than the benchmark
    3. 5Y Returns are higher than the benchmark
    Cons
    1. Risk is higher compared to the benchmark
    2. Higher expense ratio

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity6.3%
    ICICI Bank Ltd.FinancialEquity5.5%
    Mutual Fund4.6%
    Larsen & Toubro Ltd.ConstructionEquity4.5%
    Berger Paints India Ltd.ChemicalsEquity3.9%
    Siemens Ltd.EngineeringEquity3.9%
    ICICI Lombard General Insurance Comapny Ltd.FinancialEquity3.9%
    HDFC Bank Ltd.FinancialEquity3.8%
    Bajaj Finance Ltd.FinancialEquity3.7%
    TVS Motor Co. Ltd.AutomobileEquity3.4%
    See All

    Fund Managers

    addS Krishnakumar
    Education
    Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
    Experience
    Prior to joining Sundaram BNP Paribas Mutual Fund he has worked with Anush Shares & Securities.
    Funds Managed

    Other Details

    Sundaram Large and Mid Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was introduced to investors on 08 Jan 2013. S Krishnakumar, Madanagopal Ramu is the Current Fund Manager of Sundaram Large and Mid Cap Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹871 Cr and the Latest NAV as of 20 Nov 2019 is ₹38.75.

    The Sundaram Large and Mid Cap Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 100. Exit load of 1% if redeemed within 12 months from date of allotment.

    Investment Objective

    The objective of the scheme would be to seek capital appreciation by investing in equity & equity related instruments.

    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
    ₹500
    Min for Second Investment
    Exit load of 1% if redeemed within 12 months from date of allotment
    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
    25 Feb 1996
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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