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Sundaram Large and Mid Cap Fund IDCW-0.36%

51.29%
1 Year Return
Equity
Large & MidCap
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Large and Mid Cap Fund IDCW

RiskVery High
Min SIP Amount₹100
Expense Ratio2.20%
NAV₹22.65 (23 Jun 2021)
Fund Started27 Feb 2007
Fund Size1,544 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
51.3%
12.1%
15.3%
11.7%
Category Average
55.3%
8.1%
13.1%
-
Rank Within Category
22
15
8
-
*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 51.3% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
Cons
1. Higher expense ratio - 2.26%
2. 10Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Infosys Ltd.TechnologyEquity5.6%
Reliance Industries Ltd.EnergyEquity4.4%
HDFC Bank Ltd.FinancialEquity4.4%
ICICI Bank Ltd.FinancialEquity4.4%
State Bank of IndiaFinancialEquity4.2%
Larsen & Toubro Ltd.ConstructionEquity3.6%
MindTree Ltd.TechnologyEquity3.5%
AU Small Finance Bank Ltd.FinancialEquity3.0%
Axis Bank Ltd.FinancialEquity3.0%
PI Industries Ltd.ChemicalsEquity2.8%
See All

Fund Managers

S Krishnakumar
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S Bharath
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Rahul Baijal
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Sundaram Large and Mid Cap Fund IDCW Details

Sundaram Large and Mid Cap Fund IDCW 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 IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹1,544 Cr and the Latest NAV as of 23 Jun 2021 is ₹22.65.

The Sundaram Large and Mid Cap Fund IDCW is rated Very 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
Website
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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