Sundaram Large and Mid Cap Fund - Direct (D)

Sundaram Large and Mid Cap Fund - Direct (D)

AMC Name: Sundaram Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark Nifty LargeMidcap 250 TRI
Fund Manager S Krishnakumar
Fund Horizon OPEN
Inception Date 02-Jan-2013
Scheme AUM(CR) ` 871.43
Minimum SIP/LUMPSUM ` 100/ ` 100
Increment SIP/LUMPSUM ` 0/ ` 0
SIP Dates 1,7,14,20,25
Entry Load NIL
Exit Load 1.00% - If redeemed within 12 months from the date of allotment Nil - If redeemed beyond 12 months from the date of allotment.
Expense Ratio 1.28

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 0.22% 1.75%
3 Month 11.12% 8.18%
6 Month 4.22% 0.57%
1 Year 10.94% 6.35%
3 Year 15.14% 12.36%
5 Year 11.84% 10.15%
Since Inception 13.83% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others