NAV: 20 May 2022 | ₹22.38 |
Min. SIP amount | NA |
Rating | 3 |
Fund size | ₹5,016.53Cr |
1Y | 3Y | 5Y | All | |
---|---|---|---|---|
Fund returns | 9.4% | 14.6% | 11.0% | 13.5% |
Category average | 59.0% | 15.2% | 14.8% | NA |
Rank with in category | 13 | 11 | 11 | NA |
Name | Sector | Instrument | Assets |
---|---|---|---|
ICICI Bank Ltd. | Financial | Equity | 6.5% |
Infosys Ltd. | Technology | Equity | 5.1% |
HDFC Bank Ltd. | Financial | Equity | 3.9% |
Reliance Industries Ltd. | Energy | Equity | 3.7% |
Bajaj Finserv Ltd. | Financial | Equity | 2.8% |
Larsen & Toubro Ltd. | Construction | Equity | 2.6% |
Sona BLW Precision Forgings Ltd. | Automobile | Equity | 2.3% |
State Bank of India | Financial | Equity | 2.2% |
Axis Bank Ltd. | Financial | Equity | 2.1% |
Mphasis Ltd. | Technology | Equity | 2.0% |
Inclusive of GST
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
0.005% (from July 1st, 2020)
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.
Min. for 1st investment | NA |
Min. for 2nd investment onwards | NA |
Min. for SIP | NA |
You can easily invest in Sundaram Large and Mid Cap Fund IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
The Sundaram Large and Mid Cap Fund IDCW has been there from 27 Feb 2007 and the average annual returns provided by this fund is 9.45% since its inception.
The term
Expense Ratio used for Sundaram Large and Mid Cap Fund IDCW or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of Sundaram Large and Mid Cap Fund IDCW is 1.86% as of 21 May 2022...
The AUM, short for Assets Under Management of Sundaram Large and Mid Cap Fund IDCW is ₹5,016.53Cr as of 21 May 2022.
If you want to sell your Sundaram Large and Mid Cap Fund IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
The NAV of Sundaram Large and Mid Cap Fund IDCW is ₹22.38 as of 20 May 2022.