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Sundaram Mutual Fund

Sundaram Large and Mid Cap Fund Direct-Dividend

NAV
returns change indicator
19.2320
as on 17 Oct 2019, 08:40 PM
0.2850(1.50%)
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
Invest via SIP

Investment Performance

would have given a return of
110,871
star
121,647
star
142,153
star
146,319
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
46,319
Profit (absolute return)
46.32%
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
4.96%
In the last 6 months
2.74%
In the last 1 year
16.05%
In the last 3 years
46.32%
In the last 5 years
90.23%
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
Sundaram Large and Mid Cap Fund Direct-Dividend
as of 17 Oct 2019, 08:40 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
29.86%
215.27 Cr
Construction
11.30%
81.48 Cr
Cons Durable
9.74%
70.22 Cr
FMCG
7.89%
56.90 Cr
Chemicals
7.70%
55.51 Cr
Services
7.09%
51.13 Cr
Engineering
6.97%
50.22 Cr
Healthcare
4.82%
34.73 Cr
Energy
3.65%
26.30 Cr
Automobile
3.26%
23.48 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 31 Aug 2019
Sort By
Sundaram Money Direct
5.04%
36.34 Cr
Larsen & Toubro Ltd.
4.97%
35.83 Cr
Bajaj Finance Ltd.
4.27%
30.79 Cr
Siemens Ltd.
4.08%
29.42 Cr
ICICI Bank Ltd.
3.85%
27.76 Cr
Ultratech Cement Ltd.
3.74%
26.96 Cr
HDFC Bank Ltd.
3.66%
26.39 Cr
Reliance Industries Ltd.
3.65%
26.32 Cr
Berger Paints India Ltd.
3.63%
26.17 Cr
TVS Motor Co. Ltd.
3.26%
23.50 Cr
View All
View All

About Sundaram Large and Mid Cap Fund Direct-Dividend

Sundaram Large and Mid Cap Fund Direct-Dividend 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 ₹19.232 as on 17 Oct 2019 at 8:40 pm.
Sundaram Large and Mid Cap Fund Direct-Dividend scheme return performance in last 1 year is 16.05%, in last 3 years is 46.32% and 143.28% 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
30,273.69 Cr
AUM
94
Schemes
Address
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237