Sundaram Large and Mid Cap Fund IDCW

Equity
Large & Mid Cap
Very High Risk
Payout
16.38%
3Y annualised
+0.65% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 05 Dec 2024₹31.59
Min. SIP amountNot Supported
Rating2
Fund size₹7,257.73Cr

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 & Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns28.8%16.4%20.7%15.1%
Category average32.1%19.6%22.1%NA
Rank with in category162117NA
Understand terms

Holdings (79)

NameSectorInstrumentAssets
FinancialEquity4.74%
FinancialEquity4.18%
EnergyEquity3.10%
FinancialEquity2.75%
ServicesEquity2.44%
TechnologyEquity2.30%
ConstructionEquity2.19%
CommunicationEquity2.11%
AutomobileEquity1.75%
HealthcareEquity1.72%
FinancialEquity1.69%
EnergyEquity1.65%
TechnologyEquity1.62%
HealthcareEquity1.61%
FinancialEquity1.60%
TechnologyEquity1.53%
ConstructionEquity1.52%
ServicesEquity1.52%
Consumer StaplesEquity1.47%
Sundaram Liquid Direct-Growth
NAMutual Fund1.46%
AutomobileEquity1.44%
ServicesEquity1.42%
Consumer DiscretionaryEquity1.41%
Metals & MiningEquity1.35%
HealthcareEquity1.26%
FinancialEquity1.25%
TechnologyEquity1.24%
AutomobileEquity1.21%
ConstructionEquity1.21%
Consumer StaplesEquity1.20%
HealthcareEquity1.18%
ServicesEquity1.18%
HealthcareEquity1.18%
CommunicationEquity1.17%
ChemicalsEquity1.14%
Capital GoodsEquity1.13%
ServicesEquity1.13%
Consumer StaplesEquity1.10%
HealthcareEquity1.07%
FinancialEquity1.02%
Capital GoodsEquity1.01%
AutomobileEquity1.00%
EnergyEquity1.00%
Capital GoodsEquity0.99%
AutomobileEquity0.95%
FinancialEquity0.94%
Consumer StaplesEquity0.93%
Capital GoodsEquity0.92%
EnergyEquity0.91%
FinancialEquity0.90%
Capital GoodsEquity0.88%
Capital GoodsEquity0.88%
Consumer StaplesEquity0.87%
Capital GoodsEquity0.87%
HealthcareEquity0.86%
ConstructionEquity0.86%
TechnologyEquity0.85%
Consumer StaplesEquity0.84%
FinancialEquity0.84%
ConstructionEquity0.84%
Consumer DiscretionaryEquity0.79%
Capital GoodsEquity0.78%
ServicesEquity0.78%
Consumer StaplesEquity0.77%
AutomobileEquity0.76%
HealthcareEquity0.75%
ServicesEquity0.73%
Consumer DiscretionaryEquity0.70%
AutomobileEquity0.67%
EnergyEquity0.62%
ConstructionEquity0.60%
EnergyEquity0.54%
FinancialEquity0.47%
ConstructionEquity0.43%
Capital GoodsEquity0.42%
EnergyEquity0.42%
FinancialEquity0.28%
ChemicalsEquity0.25%
ServicesEquity0.12%
See All

Expense ratio, exit load and tax

Expense ratio: 1.79%

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

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Bharath S.
Jul 2024 - Present
View details

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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