Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Large and Mid Cap Fund Growth

Sundaram Large and Mid Cap Fund Growth

Equity
Large & MidCap
Very High Risk
22.26%
3Y annualised
-0.51% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 Oct 2021₹55.71
Min. SIP amountNA
Rating4star
Fund size₹1,819.84 Cr

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns63.3%22.3%16.8%12.5%
Category average59.0%15.2%14.8%NA
Rank with in category18134NA
Understand termsinfo

Holdings (47)

NameSectorInstrumentAssets
TechnologyEquity5.7%
TechnologyEquity4.3%
FinancialEquity4.3%
FinancialEquity3.9%
State Bank of India
FinancialEquity3.6%
ConstructionEquity3.6%
ChemicalsEquity3.1%
EngineeringEquity3.0%
EnergyEquity2.8%
FinancialEquity2.8%
See All

Expense ratio, exit load and tax

Expense ratio: 2.18%

Inclusive of GST

Exit load

For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

S Krishnakumar
Dec 2017 - Present
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S Bharath
Feb 2021 - Present
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Rahul Baijal
Feb 2021 - Present
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Fund house & investment objective

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Fund house contact details

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