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

Sundaram Large and Mid Cap Fund Growth-3.70%

56.38%
1 Year Return
Equity
Large & Mid Cap
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Large and Mid Cap Fund Growth

RiskVery High
Min SIP Amount₹100
Expense Ratio2.23%
NAV₹42.88 (13 Apr 2021)
Fund Started27 Feb 2007
Fund Size1,480 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
56.4%
9.2%
14.8%
11.7%
Category Average
60.2%
8.8%
13.8%
-
Rank Within Category
21
10
7
-
*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 56.4% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. 3Y Returns are higher than the category average returns
Cons
1. Higher expense ratio - 2.25%
2. 1Y Returns are lower than the category average returns
3. 10Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Reliance Industries Ltd.EnergyEquity5.4%
Infosys Ltd.TechnologyEquity4.6%
HDFC Bank Ltd.FinancialEquity4.5%
ICICI Bank Ltd.FinancialEquity4.0%
AU Small Finance Bank Ltd.FinancialEquity3.7%
Larsen & Toubro Ltd.ConstructionEquity3.6%
Federal Bank Ltd.FinancialEquity3.3%
Max Financial Services Ltd.FinancialEquity3.0%
Cummins India Ltd.EngineeringEquity2.9%
Bharti Airtel Ltd.CommunicationEquity2.7%
See All

Fund Managers

S Krishnakumar
keyboard_arrow_down
S Bharath
keyboard_arrow_down
Rahul Baijal
keyboard_arrow_down

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 ₹1,480 Cr and the Latest NAV as of 13 Apr 2021 is ₹42.88.

The Sundaram Large and Mid Cap Fund Growth 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.

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

Compare Funds

Sundaram Large and Mid Cap Fund Growth
VS
search

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,
Loading...
Similar Funds
ⓒ 2016-2021 Groww. All rights reserved, Built with in India