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
55.26%
1Y return
+1.06% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Jul 2021₹49.98
Min. SIP Amount₹100
Rating3star
Fund Size₹1,595.96 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns55.3%13.7%15.5%11.8%
Category average59.0%15.2%14.8%NA
Rank with in category21136NA
Understand termsinfo

Holdings (48)

NameSectorInstrumentAssets
Infosys Ltd.TechnologyEquity6.2%
HDFC Bank Ltd.FinancialEquity4.2%
ICICI Bank Ltd.FinancialEquity4.2%
State Bank of India
FinancialEquity3.8%
MindTree Ltd.
TechnologyEquity3.6%
Larsen & Toubro Ltd.ConstructionEquity3.6%
PI Industries Ltd.ChemicalsEquity3.3%
Axis Bank Ltd.FinancialEquity3.1%
Reliance Industries Ltd.EnergyEquity3.0%
Astral Ltd.ChemicalsEquity2.6%
See All

Pros and cons

Category: Equity Large & MidCap

Pros

  • Age is more than 10 years
  • 5Y Returns are higher than the category average returns

Cons

  • Higher expense ratio - 2.21%
  • 1Y Returns are lower than the category average returns
  • 3Y Returns are lower than the category average returns
  • 10Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 2.21%

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

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

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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