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Sundaram Mutual Fund

Sundaram Large and Mid Cap Fund Direct-Dividend

NAV
returns change indicator
19.1305
as on 21 Jun 2019 09:05 PM
-0.0554(0.29%)
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
151,934
star
156,053
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
56,053
Profit (absolute return)
56.05%
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
2.21%
In the last 6 months
5.75%
In the last 1 year
6.39%
In the last 3 years
56.05%
In the last 5 years
94.32%
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 21 Jun 2019 09:05 PM
665.12 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
Exit load of 1% if redeemed within 12 months from date of allotment
1.71%
Expense Ratio
Plan
Dividend
-1.06%
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 May 2019
Sort By
Financial
30.89%
205.44 Cr
Construction
13.72%
91.28 Cr
FMCG
8.59%
57.11 Cr
Cons Durable
7.95%
52.89 Cr
Services
7.64%
50.79 Cr
Engineering
6.31%
41.98 Cr
Chemicals
6.03%
40.12 Cr
Healthcare
5.20%
34.61 Cr
Energy
4.35%
28.93 Cr
Technology
3.54%
23.53 Cr
View All
View All
Sectors Holding in this Mutual Fund
as on 31 May 2019
Sort By
Financial
30.89%
205.44 Cr
Construction
13.72%
91.28 Cr
FMCG
8.59%
57.11 Cr
Cons Durable
7.95%
52.89 Cr
Services
7.64%
50.79 Cr
Engineering
6.31%
41.98 Cr
Chemicals
6.03%
40.12 Cr
Healthcare
5.20%
34.61 Cr
Energy
4.35%
28.93 Cr
Technology
3.54%
23.53 Cr
View All
View All
Companies Holding in this Mutual Fund
as on 31 May 2019
Sort By
ICICI Bank Ltd.
5.08%
33.79 Cr
Axis Bank Ltd.
4.84%
32.19 Cr
Reliance Industries Ltd.
4.35%
28.93 Cr
Larsen & Toubro Ltd.
4.27%
28.40 Cr
HDFC Bank Ltd.
4.10%
27.27 Cr
Ultratech Cement Ltd.
3.88%
25.81 Cr
The Ramco Cements Ltd.
3.36%
22.35 Cr
Siemens Ltd.
3.36%
22.35 Cr
Varun Beverages Ltd.
3.28%
21.82 Cr
EIH Ltd.
3.16%
21.02 Cr
View All
View All
Companies Holding in this Mutual Fund
as on 31 May 2019
Sort By
ICICI Bank Ltd.
5.08%
33.79 Cr
Axis Bank Ltd.
4.84%
32.19 Cr
Reliance Industries Ltd.
4.35%
28.93 Cr
Larsen & Toubro Ltd.
4.27%
28.40 Cr
HDFC Bank Ltd.
4.10%
27.27 Cr
Ultratech Cement Ltd.
3.88%
25.81 Cr
The Ramco Cements Ltd.
3.36%
22.35 Cr
Siemens Ltd.
3.36%
22.35 Cr
Varun Beverages Ltd.
3.28%
21.82 Cr
EIH Ltd.
3.16%
21.02 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 ₹665.12 Crores and the latest NAV decalared is ₹19.131 as on 21 Jun 2019 at 9:05 pm.
Sundaram Large and Mid Cap Fund Direct-Dividend scheme return performance in last 1 year is 6.39%, in last 3 years is 56.05% and 135.53% 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
AMC Information
Sundaram Mutual Fund
Sundaram Mutual Fund
View AMC Details
31,486.83 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