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Sundaram Large and Mid Cap Fund Direct Growth-1.37%

10.15%
1 Year Return
Equity
Large & Mid Cap
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Large and Mid Cap Fund Direct Growth

RiskModerately High
Min SIP Amount₹100
Expense Ratio1.07%
NAV₹43.64 (22 Jan 2021)
Fund Started08 Jan 2013
Fund Size1,398 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
10.2%
7.5%
14.9%
14.0%
Category Average
17.2%
5.4%
13.7%
-
Rank Within Category
26
8
9
-
*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 10.2% returns per annum

Comparison

Data not available
Pros
1. 3Y Returns are higher than the category average returns
2. 5Y Returns are higher than the category average returns
Cons
1. Risk-adjusted returns are lower compared to the category
2. 1Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Reliance Industries Ltd.EnergyEquity4.7%
ICICI Bank Ltd.FinancialEquity4.5%
HDFC Bank Ltd.FinancialEquity4.0%
Larsen & Toubro Ltd.ConstructionEquity3.5%
Infosys Ltd.TechnologyEquity3.4%
Max Financial Services Ltd.FinancialEquity3.2%
Bharti Airtel Ltd.CommunicationEquity3.1%
AU Small Finance Bank Ltd.FinancialEquity3.0%
Federal Bank Ltd.FinancialEquity3.0%
Cummins India Ltd.EngineeringEquity2.9%
See All

Fund Managers

S Krishnakumar
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S Bharath
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Sundaram Large and Mid Cap Fund Direct Growth Details

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 ₹1,398 Cr and the Latest NAV as of 22 Jan 2021 is ₹43.64.

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.

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
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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