Fund Details
Sundaram Large and Mid Cap Fund IDCW
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 2.20% |
| NAV | ₹22.65 (23 Jun 2021) |
|---|---|
| Fund Started | 27 Feb 2007 |
| Fund Size | ₹1,544 Cr |
Returns
Comparison
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
1. Higher expense ratio - 2.26%
2. 10Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Infosys Ltd. | Technology | Equity | 5.6% |
| Reliance Industries Ltd. | Energy | Equity | 4.4% |
| HDFC Bank Ltd. | Financial | Equity | 4.4% |
| ICICI Bank Ltd. | Financial | Equity | 4.4% |
| State Bank of India | Financial | Equity | 4.2% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.6% |
| MindTree Ltd. | Technology | Equity | 3.5% |
| AU Small Finance Bank Ltd. | Financial | Equity | 3.0% |
| Axis Bank Ltd. | Financial | Equity | 3.0% |
| PI Industries Ltd. | Chemicals | Equity | 2.8% |
Fund Managers
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.
