Sundaram Large and Mid Cap Fund – Direct Growth
100
Min SIP
100
Min Lumpsum
0.73 %
Expense Ratio
Rating
5,477
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 18.7% | 24.6% | 16% | 15.1% | ||||
| Category Average | 19.4% | 26.5% | 17.6% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
-0.88
Alpha
4.2
SD
0.95
Beta
1.55
Sharpe
Exit Load
| Exit Load | If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. |
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Fund Objective
To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
Fund Managers
Ravi Gopalakrishnan
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large & Mid Cap .
-
- 11,197
-
29.7%Fund Size - 11,197
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32.6%Fund Size - 11,197
-
18.5%Fund Size - 11,197
-
- Equity .
- Large & Mid Cap .
-
- 9,364
-
24.2%Fund Size - 9,364
-
32%Fund Size - 9,364
-
17.8%Fund Size - 9,364
-
- Equity .
- Large & Mid Cap .
-
- 1,925
-
27%Fund Size - 1,925
-
29.5%Fund Size - 1,925
-
16.3%Fund Size - 1,925
-
- Equity .
- Large & Mid Cap .
-
- 14,682
-
19%Fund Size - 14,682
-
28.9%Fund Size - 14,682
-
17.9%Fund Size - 14,682
-
- Equity .
- Large & Mid Cap .
-
- 2,846
-
29.5%Fund Size - 2,846
-
28%Fund Size - 2,846
-
17%Fund Size - 2,846
AMC Contact Details
Sundaram Mutual Fund
AUM:
45,611 Cr
Address:
Sundaram Towers, 2nd Floor,
46 White Road, Royapettah,
Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com
Frequently Asked Questions
How to invest in Sundaram Large and Mid Cap Fund – Direct Growth ?
You can invest in Sundaram Large and Mid Cap Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Sundaram Large and Mid Cap Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Sundaram Large and Mid Cap Fund – Direct Growth ?
The NAV of Sundaram Large and Mid Cap Fund – Direct Growth is ₹68.7 as of 04 October 2023.
How to redeem Sundaram Large and Mid Cap Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Sundaram Large and Mid Cap Fund – Direct Growth?
The minimum SIP amount of Sundaram Large and Mid Cap Fund – Direct Growth is ₹100
What are the top sectors Sundaram Large and Mid Cap Fund – Direct Growth has invested in?
The top sectors Sundaram Large and Mid Cap Fund – Direct Growth has invested in are
- Banks - 21.55%
- IT-Software - 8.24%
- Auto Components - 6.68%
- Consumer Durables - 6.1%
- Industrial Products - 5.89%
Can I make investments in both the SIP and Lump Sum schemes of Sundaram Large and Mid Cap Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of Sundaram Large and Mid Cap Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have Sundaram Large and Mid Cap Fund – Direct Growth generated ?
The Sundaram Large and Mid Cap Fund – Direct Growth has delivered 15.1% since inception
What is the expense ratio of Sundaram Large and Mid Cap Fund – Direct Growth ?
The expense ratio of Sundaram Large and Mid Cap Fund – Direct Growth is 0.73 % as of 04 October 2023.
What is the AUM of Sundaram Large and Mid Cap Fund – Direct Growth?
The AUM of Sundaram Large and Mid Cap Fund – Direct Growth is ₹45,611 Cr as of 04 October 2023
What are the top stock holdings of Sundaram Large and Mid Cap Fund – Direct Growth?
The top stock holdings of Sundaram Large and Mid Cap Fund – Direct Growth are
- HDFC Bank - 5.74%
- ICICI Bank - 4.9%
- Reliance Industr - 3.82%
- Infosys - 3.41%
- Axis Bank - 2.44%
How can I redeem my investments in Sundaram Large and Mid Cap Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram Large and Mid Cap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram Large and Mid Cap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.