Sundaram Large and Mid Cap Fund (G)

Sundaram Large and Mid Cap Fund (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 27-Feb-2007
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 2.44

Asset Allocation

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

Performance

Period Returns BenchMark
1 Month -0.93% 0.80%
3 Month 11.23% 7.89%
6 Month 3.48% -0.44%
1 Year 10.83% 6.08%
3 Year 14.47% 12.02%
5 Year 11.23% 9.86%
Since Inception 10.60% 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