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Sundaram Mutual Fund

Sundaram Large and Mid Cap Fund Direct - Dividend Reinvestment

NAV
returns change indicator
21.9839
as on 21 Jan 2021, 10:35 PM
-0.0691(0.31%)
Last Change
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Scheme Ratings

4
starstarstarstarstar
rated by Value Research
3
starstarstarstarstar
rated by Morningstar

Start SIP in this Mutual Fund

Min SIP Amount
100
Suggested Date
25th of Every Month

Investment Performance

would have given a return of
110,871
star
121,647
star
122,976
star
127,350
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
27,351
Profit (absolute return)
27.35%
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
21.58%
In the last 6 months
30.65%
In the last 1 year
11.92%
In the last 3 years
27.35%
In the last 5 years
106.55%
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 high risk

Scheme Information

Sundaram Large and Mid Cap Fund Direct - Dividend Reinvestment
Sundaram Large and Mid Cap Fund Direct - Dividend Reinvestment
as of 31 Dec 2020, 05:30 AM
1,398.30 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.
1.07%
Expense Ratio
Plan
Dividend
0.31%
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 31 Dec 2020
Sort By
Financial
29.21%
408.48 Cr
Technology
10.58%
147.91 Cr
Construction
9.94%
138.99 Cr
Healthcare
8.71%
121.81 Cr
Cons Durable
7.14%
99.85 Cr
Services
6.70%
93.69 Cr
Energy
6.66%
93.10 Cr
Automobile
4.91%
68.67 Cr
Chemicals
4.55%
63.60 Cr
FMCG
4.47%
62.52 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 31 Dec 2020
Sort By
Reliance Industries Ltd.
4.69%
65.58 Cr
ICICI Bank Ltd.
4.51%
63.06 Cr
HDFC Bank Ltd.
4.02%
56.21 Cr
Larsen & Toubro Ltd.
3.54%
49.50 Cr
Infosys Ltd.
3.44%
48.10 Cr
Max Financial Services Ltd.
3.17%
44.33 Cr
Bharti Airtel Ltd.
3.08%
43.07 Cr
AU Small Finance Bank Ltd.
3.02%
42.23 Cr
Federal Bank Ltd.
2.99%
41.81 Cr
Cummins India Ltd.
2.88%
40.27 Cr
View All
View All

About Sundaram Large and Mid Cap Fund Direct - Dividend Reinvestment

Sundaram Large and Mid Cap Fund Direct - Dividend Reinvestment 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 ₹1,398.30 Crores and the latest NAV decalared is ₹21.984 as on 21 Jan 2021 at 11:50 pm.
Sundaram Large and Mid Cap Fund Direct - Dividend Reinvestment scheme return performance in last 1 year is 11.92%, in last 3 years is 27.35% and 187.99% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.

Scheme Details

AUM:1,398.30 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
31,767.31 Cr
AUM
92
Schemes
Address
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237