Sundaram Large and Mid Cap Fund - Direct (G)

Sundaram Large and Mid Cap Fund - Direct (G)

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 08-Jan-2013
Scheme AUM(CR) ` 794.43
Minimum SIP/LUMPSUM ` 100/ ` 100
Increment SIP/LUMPSUM ` 0/ ` 0
SIP Dates 1,7,14,20,25
Entry Load 1.00% - If redeemed within 12 months from the date of allotment Nil - If redeemed beyond 12 months from the date of allotment.
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 1.59

Asset Allocation

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

Performance

Period Returns BenchMark
1 Month 5.67% 6.50%
3 Month 11.93% 9.24%
6 Month 10.57% 6.09%
1 Year 14.35% 7.62%
3 Year 15.21% 11.41%
5 Year 12.58% 9.87%
Since Inception 14.38% 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