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Sundaram Mutual Fund

Sundaram Large and Mid Cap Fund Direct-Growth

NAV
returns change indicator
37.9767
as on 23 Oct 2019, 09:25 PM
-0.0332(0.09%)
Last Change
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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
140,316
star
144,452
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
44,452
Profit (absolute return)
44.45%
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
9.42%
In the last 6 months
6.11%
In the last 1 year
21.03%
In the last 3 years
44.45%
In the last 5 years
88.78%
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-Growth
Sundaram Large and Mid Cap Fund Direct-Growth
as of 23 Oct 2019, 09:25 PM
794.43 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
Exit load of 1% if redeemed within 12 months from date of allotment
1.59%
Expense Ratio
Plan
Growth
1.78%
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 30 Sep 2019
Sort By
Financial
29.86%
237.20 Cr
Construction
11.30%
89.78 Cr
Cons Durable
9.74%
77.37 Cr
FMCG
7.89%
62.69 Cr
Chemicals
7.70%
61.16 Cr
Services
7.09%
56.34 Cr
Engineering
6.97%
55.34 Cr
Healthcare
4.82%
38.27 Cr
Energy
3.65%
28.98 Cr
Automobile
3.26%
25.87 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 30 Sep 2019
Sort By
Sundaram Money Direct
5.04%
40.04 Cr
Larsen & Toubro Ltd.
4.97%
39.48 Cr
Bajaj Finance Ltd.
4.27%
33.92 Cr
Siemens Ltd.
4.08%
32.41 Cr
ICICI Bank Ltd.
3.85%
30.59 Cr
Ultratech Cement Ltd.
3.74%
29.71 Cr
HDFC Bank Ltd.
3.66%
29.08 Cr
Reliance Industries Ltd.
3.65%
29.00 Cr
Berger Paints India Ltd.
3.63%
28.84 Cr
TVS Motor Co. Ltd.
3.26%
25.90 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 01 Jan 2013 and is currently managed by its fund managers S Krishnakumar and S Bharath. It has an AUM of ₹794.43 Crores and the latest NAV decalared is ₹37.977 as on 23 Oct 2019 at 9:25 pm.
Sundaram Large and Mid Cap Fund Direct-Growth scheme return performance in last 1 year is 21.03%, in last 3 years is 44.45% and 147.12% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.

Scheme Details

AUM:794.43 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