|Min SIP Amount||₹100|
|NAV||₹19.67 (25 Jan 2021)|
|Fund Started||27 Feb 2007|
|Fund Size||₹1,398 Cr|
|Reliance Industries Ltd.||Energy||Equity||4.7%|
|ICICI Bank Ltd.||Financial||Equity||4.5%|
|HDFC Bank Ltd.||Financial||Equity||4.0%|
|Larsen & Toubro Ltd.||Construction||Equity||3.5%|
|Max Financial Services Ltd.||Financial||Equity||3.2%|
|Bharti Airtel Ltd.||Communication||Equity||3.1%|
|AU Small Finance Bank Ltd.||Financial||Equity||3.0%|
|Federal Bank Ltd.||Financial||Equity||3.0%|
|Cummins India Ltd.||Engineering||Equity||2.9%|
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 ₹1,398 Cr and the Latest NAV as of 25 Jan 2021 is ₹19.67.
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 scheme seeks capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
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.