Fund Details
Sundaram Large and Mid Cap Fund Dividend
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 2.22% |
| NAV | ₹19.67 (25 Jan 2021) |
|---|---|
| Fund Started | 27 Feb 2007 |
| Fund Size | ₹1,398 Cr |
Returns
Comparison
1. Age is more than 10 years
2. Age is more than 10 years
3. 3Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
1. Risk-adjusted returns are lower compared to the category
2. Risk is higher compared to the benchmark
3. Higher expense ratio
4. 1Y Returns are lower than the benchmark
5. 3Y Returns are lower than the benchmark
6. 5Y Returns are lower than the benchmark
7. 10Y Returns are lower than the benchmark
8. Risk-adjusted returns are lower compared to the category
9. Higher expense ratio - 2.29%
10. 1Y Returns are lower than the category average returns
11. 10Y 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 Dividend Details
Sundaram Large and Mid Cap Fund Dividend is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 27 Feb 2007. S Krishnakumar, Madanagopal Ramu is the Current Fund Manager of Sundaram Large and Mid Cap Fund Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹1,398 Cr and the Latest NAV as of 25 Jan 2021 is ₹19.67.
The Sundaram Large and Mid Cap Fund Dividend 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.
