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Sundaram Mutual Fund

Sundaram Large and Mid Cap Fund Direct-Growth

NAV
returns change indicator
80.2226
as on 27 Mar 2024, 11:18 PM
0.3873(0.49%)
Last Change
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Scheme Ratings

3
starstarstarstarstar
rated by Value Research

Investment Performance

would have given a return of
1,10,871
star
1,21,647
star
1,67,381
star
1,73,227
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
73,227
Profit (absolute return)
73.23%
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
3.58%
In the last 6 months
15.12%
In the last 1 year
42.18%
In the last 3 years
73.23%
In the last 5 years
136.35%
In the last 10 years
517.44%
Absolute Returns
CAGR

Scheme Riskometer

low
low
low to moderate
low to moderate
moderate
moderate
moderately high
moderately high
high
high
very high
very high
indicator
Investors understand that their principal will be at very high risk

Scheme Information

Sundaram Large and Mid Cap Fund Direct-Growth
Sundaram Large and Mid Cap Fund Direct-Growth
as of 29 Feb 2024, 05:30 AM
6,117.56 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.
0.72%
Expense Ratio
Plan
Growth
1.64%
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 2024
Sort By
Financial
25.30%
1,547.89 Cr
Services
10.77%
658.96 Cr
Healthcare
9.65%
590.56 Cr
Capital Goods
8.10%
495.52 Cr
Technology
7.78%
475.67 Cr
Others
38.40%
2,349.14 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 29 Feb 2024
Sort By
ICICI Bank Ltd.
4.59%
280.80 Cr
HDFC Bank Ltd.
4.50%
275.29 Cr
Reliance Industries Ltd.
4.15%
253.88 Cr
State Bank of India
2.89%
176.80 Cr
Larsen & Toubro Ltd.
2.62%
160.28 Cr
Others
81.25%
4,970.51 Cr
View All
View All

About Sundaram Large and Mid Cap Fund Direct-Growth

Sundaram Large and Mid Cap Fund Direct-Growth is a Equity mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on Invalid date and is currently managed by its fund managers Ravi Gopalakrishnan and Ashish Aggarwal. It has an AUM of ₹6,117.56 Crores and the latest NAV decalared is ₹80.223 as on 28 Mar 2024 at 3:30 pm.
Sundaram Large and Mid Cap Fund Direct-Growth scheme return performance in last 1 year is 42.18%, in last 3 years is 73.23% and 422.01% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.

Scheme Details

AUM:6,117.56 Cr
Category:Equity: Large & MidCap
Launch Date:Invalid date
Fund Type:Open-End

AMC Information

Sundaram Mutual Fund
Sundaram Mutual Fund
View AMC Details
58,156.81 Cr
AUM
106
Schemes
Address
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237