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Sundaram Mutual Fund

Sundaram Large and Mid Cap Fund Direct-Dividend Payout

NAV
returns change indicator
19.4759
as on 21 Nov 2019, 09:45 PM
-0.0919(0.47%)
Last Change
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Scheme Ratings

4
starstarstarstarstar
rated by Morningstar
4
starstarstarstarstar
rated by Value Research

Start SIP in this Mutual Fund

Min SIP Amount
100
Suggested Date
20th of Every Month

Investment Performance

would have given a return of
110,871
star
121,647
star
156,339
star
157,587
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
57,587
Profit (absolute return)
57.59%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
11.61%
In the last 6 months
9.76%
In the last 1 year
13.71%
In the last 3 years
57.59%
In the last 5 years
76.94%
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

low
low
moderately low
moderately low
moderate
moderate
moderately high
moderately high
high
high
indicator
Investors understand that their principal will be at moderately high risk

Scheme Information

Sundaram Large and Mid Cap Fund Direct-Dividend Payout
Sundaram Large and Mid Cap Fund Direct-Dividend Payout
as of 21 Nov 2019, 09:45 PM
871.43 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
Exit load of 1% if redeemed within 12 months from date of allotment
1.28%
Expense Ratio
Plan
Dividend
4.20%
Cash Holding
Benchmark
NIFTY Large Midcap 250 Total Return Index
Scheme Document
Benchmark
NIFTY Large Midcap 250 Total Return Index
Exit Load
Exit load of 1% if redeemed within 12 months from date of allotment
Scheme Document

Sectors Holding in this Mutual Fund

as on 31 Oct 2019
Sort By
Financial
31.40%
273.60 Cr
Construction
10.25%
89.29 Cr
Cons Durable
9.39%
81.86 Cr
Chemicals
7.83%
68.20 Cr
FMCG
7.23%
63.01 Cr
Engineering
6.68%
58.21 Cr
Services
6.41%
55.90 Cr
Energy
6.33%
55.20 Cr
Healthcare
4.82%
41.96 Cr
Cash Holding
4.20%
36.58 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 31 Oct 2019
Sort By
Reliance Industries Ltd.
6.33%
55.16 Cr
ICICI Bank Ltd.
5.46%
47.58 Cr
Sundaram Overnight Fund Direct - Growth
4.59%
40.00 Cr
Larsen & Toubro Ltd.
4.53%
39.48 Cr
Berger Paints India Ltd.
3.89%
33.90 Cr
Siemens Ltd.
3.87%
33.72 Cr
ICICI Lombard General Insurance Comapny Ltd.
3.86%
33.64 Cr
HDFC Bank Ltd.
3.80%
33.11 Cr
Bajaj Finance Ltd.
3.69%
32.16 Cr
TVS Motor Co. Ltd.
3.42%
29.80 Cr
View All
View All

About Sundaram Large and Mid Cap Fund Direct-Dividend Payout

Sundaram Large and Mid Cap Fund Direct-Dividend Payout is a Equity mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on 01 Jan 2013 and is currently managed by its fund managers S Krishnakumar and S Bharath. It has an AUM of ₹871.43 Crores and the latest NAV decalared is ₹19.476 as on 21 Nov 2019 at 9:45 pm.
Sundaram Large and Mid Cap Fund Direct-Dividend Payout scheme return performance in last 1 year is 13.71%, in last 3 years is 57.59% and 150.27% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.

Scheme Details

AUM:871.43 Cr
Category:Equity: Large & MidCap
Launch Date:01 Jan 2013
Fund Type:Open-End

Scheme Objective

The scheme seeks capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks

AMC Information

Sundaram Mutual Fund
Sundaram Mutual Fund
View AMC Details
32,060.33 Cr
AUM
94
Schemes
Address
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237