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Sundaram Large and Mid Cap Fund Growth+1.03%

10.40%
1 Year Return
Equity
Large & Mid Cap
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Large and Mid Cap Fund Growth

RiskModerately High
Min SIP Amount₹100
Expense Ratio2.22%
NAV₹41.52 (20 Jan 2021)
Fund Started27 Feb 2007
Fund Size1,398 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
10.4%
7.1%
14.5%
11.7%
Category Average
18.9%
6.2%
14.5%
-
Rank Within Category
28
8
9
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount100
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 10.4% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. Age is more than 10 years
3. 3Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
Cons
1. Risk-adjusted returns are lower compared to the category
2. Risk is higher compared to the benchmark
3. Higher expense ratio
4. 1Y Returns are lower than the benchmark
5. 3Y Returns are lower than the benchmark
6. 5Y Returns are lower than the benchmark
7. 10Y Returns are lower than the benchmark
8. Risk-adjusted returns are lower compared to the category
9. Higher expense ratio - 2.29%
10. 1Y Returns are lower than the category average returns
11. 10Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity5.0%
ICICI Bank Ltd.FinancialEquity4.9%
Reliance Industries Ltd.EnergyEquity4.9%
Indusind Bank Ltd.FinancialEquity3.4%
Bharti Airtel Ltd.CommunicationEquity3.2%
Infosys Ltd.TechnologyEquity3.2%
Cummins India Ltd.EngineeringEquity3.2%
AU Small Finance Bank Ltd.FinancialEquity3.1%
Federal Bank Ltd.FinancialEquity2.8%
Tata Consumer Products Ltd.FMCGEquity2.7%
See All

Fund Managers

S Krishnakumar
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S Bharath
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Sundaram Large and Mid Cap Fund Growth Details

Sundaram Large and Mid Cap Fund Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,398 Cr and the Latest NAV as of 20 Jan 2021 is ₹41.52.

The Sundaram Large and Mid Cap Fund Growth 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.

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.

Scheme Information Document(SID)

₹100
Min for First Investment
₹100
Min for Second Investment
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Exit Load

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About Sundaram Mutual Fund

Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Phone
044-28583362/3367
Launch Date
26 Feb 1996
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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