Sundaram Large and Mid Cap Fund Dividend+0.23%

4
-9.40%
1 Year Return
Equity
Large & Mid Cap
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Large and Mid Cap Fund Dividend

RiskModerately High
Min SIP Amount₹100
Expense Ratio2.41%
NAV15.23 (07 Jul 2020)
Fund Started27 Feb 2007
Fund Size1,025 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Large and Mid Cap Fund Dividend
-9.4%
2.2%
6.1%
8.9%
Category Average
-12.5%
-1.8%
5.0%
-
Rank within category
16
6
7
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -9.4% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    Cons
    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

    Top Holdings

    NameSectorInstrument% Assets
    Bharti Airtel Ltd.CommunicationEquity4.1%
    Reliance Industries Ltd.EnergyEquity4.1%
    Tata Consumer Products Ltd.FMCGEquity3.8%
    United Spirits Ltd.FMCGEquity3.7%
    ICICI Bank Ltd.FinancialEquity3.4%
    Sanofi India Ltd.HealthcareEquity3.3%
    Cipla Ltd.HealthcareEquity3.2%
    Ultratech Cement Ltd.ConstructionEquity2.9%
    HDFC Bank Ltd.FinancialEquity2.8%
    SBI Life Insurance Company Ltd.FinancialEquity2.7%
    See All

    Fund Managers

    addS Krishnakumar
    Education
    Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
    Experience
    Prior to joining Sundaram BNP Paribas Mutual Fund he has worked with Anush Shares & Securities.
    Funds Managed

    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 ₹1,025 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.

    Investment Objective

    The objective of the scheme would be to seek capital appreciation by investing in equity & equity related instruments.

    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
    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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