Sundaram Large and Mid Cap Fund
100
Min SIP
100
Min Lumpsum
0.76 %
Expense Ratio
Rating
5,024
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 18.2% | 29.8% | 12.7% | 14.5% | ||||
| Category Average | 18.3% | 32.5% | 13.3% | - |
Scheme Allocation
By Holding
By Sector
By Asset
ICICI Bank
Reliance Industr
HDFC Bank
Infosys
St Bk of India
Others
Advance Ratio
-0.04
Alpha
4.38
SD
0.93
Beta
0.48
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| Exit Load | If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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. |
|---|
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 .
-
- 8,589
-
21.1%Fund Size - 8,589
-
35.8%Fund Size - 8,589
-
14.4%Fund Size - 8,589
-
- Equity .
- Large & Mid Cap .
-
- 7,364
-
20.1%Fund Size - 7,364
-
35.1%Fund Size - 7,364
-
14.8%Fund Size - 7,364
-
- Equity .
- Large & Mid Cap .
-
- 10,512
-
21.3%Fund Size - 10,512
-
33.9%Fund Size - 10,512
-
14.9%Fund Size - 10,512
-
- Equity .
- Large & Mid Cap .
-
- 1,619
-
18.7%Fund Size - 1,619
-
32.6%Fund Size - 1,619
-
11.8%Fund Size - 1,619
-
- Equity .
- Large & Mid Cap .
-
- 2,446
-
22.1%Fund Size - 2,446
-
32.1%Fund Size - 2,446
-
12.4%Fund Size - 2,446
AMC Contact Details
Sundaram Mutual Fund
AUM:
39,953 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 ?
You can invest in Sundaram Large and Mid Cap Fund 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 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 ?
The NAV of Sundaram Large and Mid Cap Fund is ₹62.6 as of 26 May 2023.
How to redeem Sundaram Large and Mid Cap Fund 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?
The minimum SIP amount of Sundaram Large and Mid Cap Fund is ₹100
What are the top sectors Sundaram Large and Mid Cap Fund has invested in??
The top sectors Sundaram Large and Mid Cap Fund has invested in are
- ICICI Bank - 5.17%
- Reliance Industr - 4.19%
- HDFC Bank - 4.15%
- Infosys - 3.24%
- St Bk of India - 2.68%
How much returns have Sundaram Large and Mid Cap Fund generated ?
The Sundaram Large and Mid Cap Fund has delivered 14.5% since inception
What is the expense ratio of Sundaram Large and Mid Cap Fund ?
The expense ratio of Sundaram Large and Mid Cap Fund is 0.76 % as of 26 May 2023.
What is the AUM of Sundaram Large and Mid Cap Fund?
The AUM of Sundaram Large and Mid Cap Fund is ₹39,953 Cr as of 26 May 2023
What are the top stock holdings of Sundaram Large and Mid Cap Fund?
The top stock holdings of Sundaram Large and Mid Cap Fund are
- ICICI Bank - 5.17%
- Reliance Industr - 4.19%
- HDFC Bank - 4.15%
- Infosys - 3.24%
- St Bk of India - 2.68%