Open menu
Paytm Money logo
search-placeholder
search
Mutual Fund Details
search-placeholder
search
Sundaram Mutual Fund

Sundaram Large and Mid Cap Fund Direct - Dividend Payout

NAV
returns change indicator
13.4691
as on 31 Mar 2020, 11:00 PM
0.3785(2.89%)
Last Change
loaderloader

Scheme Ratings

5
starstarstarstarstar
rated by Morningstar
4
starstarstarstarstar
rated by Value Research

Start SIP in this Mutual Fund

Min SIP Amount
100
Suggested Date
1st of Every Month

Investment Performance

would have given a return of
110,871
star
121,647
star
89,478
star
92,469
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
7,531
Profit (absolute return)
7.53%
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
32.36%
In the last 6 months
28.80%
In the last 1 year
26.81%
In the last 3 years
7.53%
In the last 5 years
15.01%
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 31 Mar 2020, 11:00 PM
1,167.45 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
0.88%
Expense Ratio
Plan
Dividend
4.75%
Cash Holding
Benchmark
NIFTY Large Midcap 250 Total Return Index
Scheme Document
Benchmark
NIFTY Large Midcap 250 Total Return Index
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Scheme Document

Sectors Holding in this Mutual Fund

as on 29 Feb 2020
Sort By
Financial
33.37%
389.63 Cr
FMCG
9.92%
115.82 Cr
Cons Durable
8.96%
104.55 Cr
Construction
7.99%
93.26 Cr
Services
7.67%
89.55 Cr
Energy
5.75%
67.10 Cr
Chemicals
5.70%
66.60 Cr
Engineering
4.98%
58.12 Cr
Healthcare
4.86%
56.74 Cr
Cash Holding
4.75%
55.40 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 29 Feb 2020
Sort By
Others
4.75%
55.45 Cr
ICICI Bank Ltd.
4.18%
48.80 Cr
Bajaj Finance Ltd.
3.80%
44.36 Cr
United Spirits Ltd.
3.44%
40.16 Cr
Tata Chemicals Ltd.
3.44%
40.16 Cr
Federal Bank Ltd.
3.31%
38.64 Cr
Reliance Industries Ltd.
3.30%
38.53 Cr
Apollo Hospitals Enterprise Ltd.
3.23%
37.71 Cr
HDFC Bank Ltd.
3.00%
35.02 Cr
Bharti Airtel Ltd.
2.96%
34.56 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 ₹1,167.45 Crores and the latest NAV decalared is ₹13.469 as on 31 Mar 2020 at 11:00 pm.
Sundaram Large and Mid Cap Fund Direct - Dividend Payout scheme return performance in last 1 year is -26.81%, in last 3 years is -7.53% and 75.90% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.

Scheme Details

AUM:1,167.45 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
31,694.90 Cr
AUM
96
Schemes
Address
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237