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Sundaram Mutual Fund

Sundaram Large and Mid Cap Fund Direct-Dividend Payout

NAV
returns change indicator
18.5086
as on 20 Sep 2019 09:45 PM
1.1523(6.64%)
Last Change
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Scheme Ratings
4
starstarstarstarstar
rated by Morningstar
4
starstarstarstarstar
rated by Value Research
Large & MidCap
Large & MidCap
Rankings based on | as on Invalid date
×
Investment Performance
would have given a returns of
110,871
star
121,647
star
138,163
star
141,895
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
41,895
Profit (absolute return)
41.90%
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
0.84%
In the last 6 months
1.65%
In the last 1 year
2.52%
In the last 3 years
41.90%
In the last 5 years
75.34%
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 20 Sep 2019 09:45 PM
720.99 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
Exit load of 1% if redeemed within 12 months from date of allotment
1.70%
Expense Ratio
Plan
Dividend
6.37%
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 Aug 2019
Sort By
Financial
28.27%
203.85 Cr
Construction
11.26%
81.16 Cr
Cons Durable
9.58%
69.07 Cr
FMCG
8.19%
59.07 Cr
Chemicals
7.59%
54.74 Cr
Services
7.02%
50.58 Cr
Cash Holding
6.37%
45.93 Cr
Engineering
5.76%
41.55 Cr
Healthcare
5.66%
40.80 Cr
Energy
3.77%
27.16 Cr
View All
View All
Sectors Holding in this Mutual Fund
as on 31 Aug 2019
Sort By
Financial
28.27%
203.85 Cr
Construction
11.26%
81.16 Cr
Cons Durable
9.58%
69.07 Cr
FMCG
8.19%
59.07 Cr
Chemicals
7.59%
54.74 Cr
Services
7.02%
50.58 Cr
Cash Holding
6.37%
45.93 Cr
Engineering
5.76%
41.55 Cr
Healthcare
5.66%
40.80 Cr
Energy
3.77%
27.16 Cr
View All
View All
Companies Holding in this Mutual Fund
as on 31 Aug 2019
Sort By
Others
6.37%
45.93 Cr
Larsen & Toubro Ltd.
4.94%
35.62 Cr
ICICI Bank Ltd.
4.56%
32.88 Cr
Bajaj Finance Ltd.
3.88%
27.97 Cr
Reliance Industries Ltd.
3.77%
27.18 Cr
HDFC Bank Ltd.
3.66%
26.39 Cr
Siemens Ltd.
3.57%
25.74 Cr
Ultratech Cement Ltd.
3.55%
25.60 Cr
Apollo Hospitals Enterprise Ltd.
3.44%
24.80 Cr
Berger Paints India Ltd.
3.40%
24.51 Cr
View All
View All
Companies Holding in this Mutual Fund
as on 31 Aug 2019
Sort By
Others
6.37%
45.93 Cr
Larsen & Toubro Ltd.
4.94%
35.62 Cr
ICICI Bank Ltd.
4.56%
32.88 Cr
Bajaj Finance Ltd.
3.88%
27.97 Cr
Reliance Industries Ltd.
3.77%
27.18 Cr
HDFC Bank Ltd.
3.66%
26.39 Cr
Siemens Ltd.
3.57%
25.74 Cr
Ultratech Cement Ltd.
3.55%
25.60 Cr
Apollo Hospitals Enterprise Ltd.
3.44%
24.80 Cr
Berger Paints India Ltd.
3.40%
24.51 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 ₹720.99 Crores and the latest NAV decalared is ₹18.509 as on 20 Sep 2019 at 9:45 pm.
Sundaram Large and Mid Cap Fund Direct-Dividend Payout scheme return performance in last 1 year is 2.52%, in last 3 years is 41.90% and 134.13% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.
Scheme Details
AUM:720.99 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
30,544.22 Cr
AUM
94
Schemes
Address
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237