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Sundaram Mutual Fund

Sundaram Large and Mid Cap Fund Direct-Dividend

NAV
returns change indicator
17.1910
as on 22 Aug 2019 08:20 PM
-0.2369(1.36%)
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
133,176
star
138,321
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
38,321
Profit (absolute return)
38.32%
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
5.56%
In the last 6 months
3.89%
In the last 1 year
7.49%
In the last 3 years
38.32%
In the last 5 years
75.65%
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 22 Aug 2019 08:20 PM
694.86 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
8.26%
Cash Holding
Benchmark
NIFTY 200 Total Return Index
Scheme Document
Benchmark
NIFTY 200 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 Jul 2019
Sort By
Financial
27.06%
188.03 Cr
Construction
11.22%
77.94 Cr
FMCG
9.23%
64.13 Cr
Cons Durable
8.28%
57.53 Cr
Cash Holding
8.26%
57.38 Cr
Services
6.89%
47.87 Cr
Chemicals
6.72%
46.71 Cr
Engineering
6.06%
42.11 Cr
Healthcare
5.50%
38.20 Cr
Energy
3.65%
25.37 Cr
View All
View All
Sectors Holding in this Mutual Fund
as on 31 Jul 2019
Sort By
Financial
27.06%
188.03 Cr
Construction
11.22%
77.94 Cr
FMCG
9.23%
64.13 Cr
Cons Durable
8.28%
57.53 Cr
Cash Holding
8.26%
57.38 Cr
Services
6.89%
47.87 Cr
Chemicals
6.72%
46.71 Cr
Engineering
6.06%
42.11 Cr
Healthcare
5.50%
38.20 Cr
Energy
3.65%
25.37 Cr
View All
View All
Companies Holding in this Mutual Fund
as on 31 Jul 2019
Sort By
Others
8.69%
60.38 Cr
Larsen & Toubro Ltd.
4.92%
34.19 Cr
ICICI Bank Ltd.
4.87%
33.84 Cr
Varun Beverages Ltd.
3.96%
27.52 Cr
Bajaj Finance Ltd.
3.69%
25.64 Cr
Reliance Industries Ltd.
3.65%
25.36 Cr
Siemens Ltd.
3.52%
24.46 Cr
HDFC Bank Ltd.
3.51%
24.39 Cr
Ultratech Cement Ltd.
3.39%
23.56 Cr
SBI Life Insurance Company Ltd.
3.30%
22.93 Cr
View All
View All
Companies Holding in this Mutual Fund
as on 31 Jul 2019
Sort By
Others
8.69%
60.38 Cr
Larsen & Toubro Ltd.
4.92%
34.19 Cr
ICICI Bank Ltd.
4.87%
33.84 Cr
Varun Beverages Ltd.
3.96%
27.52 Cr
Bajaj Finance Ltd.
3.69%
25.64 Cr
Reliance Industries Ltd.
3.65%
25.36 Cr
Siemens Ltd.
3.52%
24.46 Cr
HDFC Bank Ltd.
3.51%
24.39 Cr
Ultratech Cement Ltd.
3.39%
23.56 Cr
SBI Life Insurance Company Ltd.
3.30%
22.93 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 Krishna Kumar and S Bharath. It has an AUM of ₹694.86 Crores and the latest NAV decalared is ₹17.191 as on 22 Aug 2019 at 8:20 pm.
Sundaram Large and Mid Cap Fund Direct-Dividend scheme return performance in last 1 year is -7.49%, in last 3 years is 38.32% and 120.46% since scheme launch. The min. SIP amount to invest in this scheme is ₹250.
Scheme Objective
The scheme seeks capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
Scheme Details
AUM:694.86 Cr
Category:Equity: Large & MidCap
Launch Date:01 Jan 2013
Fund Type:Open-End
AMC Information
Sundaram Mutual Fund
Sundaram Mutual Fund
View AMC Details
29,890.50 Cr
AUM
93
Schemes
Address
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : (044) 28583362/ 28583367/ 28569900/1800 103 7237
Fax : (044) 28583156