| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 2.41% |
| NAV | ₹15.23 (07 Jul 2020) |
|---|---|
| Fund Started | 27 Feb 2007 |
| Fund Size | ₹1,025 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Bharti Airtel Ltd. | Communication | Equity | 4.1% |
| Reliance Industries Ltd. | Energy | Equity | 4.1% |
| Tata Consumer Products Ltd. | FMCG | Equity | 3.8% |
| United Spirits Ltd. | FMCG | Equity | 3.7% |
| ICICI Bank Ltd. | Financial | Equity | 3.4% |
| Sanofi India Ltd. | Healthcare | Equity | 3.3% |
| Cipla Ltd. | Healthcare | Equity | 3.2% |
| Ultratech Cement Ltd. | Construction | Equity | 2.9% |
| HDFC Bank Ltd. | Financial | Equity | 2.8% |
| SBI Life Insurance Company Ltd. | Financial | Equity | 2.7% |
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 ₹1,025 Cr and the Latest NAV as of 07 Jul 2020 is ₹15.23.
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.
The objective of the scheme would be to seek capital appreciation by investing in equity & equity related instruments.
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.