Fund Details
Sundaram Large and Mid Cap Fund Direct Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 1.07% |
| NAV | ₹43.64 (22 Jan 2021) |
|---|---|
| Fund Started | 08 Jan 2013 |
| Fund Size | ₹1,398 Cr |
Returns
Comparison
1. 3Y Returns are higher than the category average returns
2. 5Y Returns are higher than the category average returns
1. Risk-adjusted returns are lower compared to the category
2. 1Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 4.7% |
| ICICI Bank Ltd. | Financial | Equity | 4.5% |
| HDFC Bank Ltd. | Financial | Equity | 4.0% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.5% |
| Infosys Ltd. | Technology | Equity | 3.4% |
| Max Financial Services Ltd. | Financial | Equity | 3.2% |
| Bharti Airtel Ltd. | Communication | Equity | 3.1% |
| AU Small Finance Bank Ltd. | Financial | Equity | 3.0% |
| Federal Bank Ltd. | Financial | Equity | 3.0% |
| Cummins India Ltd. | Engineering | Equity | 2.9% |
Fund Managers
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.
