Sundaram large and Mid Cap Fund Growth
- 16.67%
- (--1.05)43.5707
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Fund Summary
| Period | Returns(per year) |
|---|---|
| 10 Years | 12.89% |
| 5 Years | 16.67% |
| 3 Years | 10.12% |
| 1 Year | 17.49% |
| 6 Months | 26.78% |
| Fund Details | |
|---|---|
| ISIN | INF903J01DT1 |
| Risk | Moderately High risk |
| Fund Type | Large & Mid-Cap |
| NAV | 43.5707 |
| Exit Load | 1% for 365 Days |
More about this fund
| Top Holdings | Weightage |
|---|---|
| Reliance Industries Ltd Shs Dematerialised | 4.52% |
| ICICI Bank Ltd | 4.31% |
| HDFC Bank Ltd | 4.04% |
| Larsen & Toubro Ltd Shs Dematerialised | 3.82% |
| Infosys Ltd | 3.53% |
| The Federal Bank Ltd | 3.41% |
| Cummins India Ltd Shs Dematerialised | 3.34% |
| Max Financial Services Ltd | 3.33% |
| Bharti Airtel Ltd | 3.29% |
| AU Small Finance Bank Ltd | 3.08% |
About Sundaram Large and Mid Cap Fund
Being an open-ended equity fund, the scheme seeks to generate capital appreciation by investing predominantly in equity related instruments i.e. large and mid cap stocks.
Pros and Cons of Sundaram Large and Mid Cap Fund
This scheme is suitable for those who are seeking: 1. Long term capital appreciation/ growth. 2. The fund invests in equity related instruments and equity of large and mid cap companies.
Fund Information and Statistics of Sundaram Large and Mid Cap Fund
Inception/ Launch Date
The Sundaram Large and Mid Cap Fund was launched on 27 February 2007 by Sundaram Mutual Fund.
Risk Level
The scheme carries a moderately high level of risk. With the fluctuation in the price/ interest rates/value of the securities of the scheme, the value of the investment may go up and down. The scheme does not assure the scheme return. The NAV of the units issued under this scheme can get affected due to the various forces and factors affecting the capital markets.
Redemption
Within 10 business days from the date of acceptance of the redemption request, the redemption proceeds shall be dispatched to the unit holders.
Fund Manager
Mr.S.Krishna Kumar is the fund manager of Sundaram Large and Mid Cap Fund since December 2017.
Entry/ Exit Load
The entry load is NIL for this scheme. The exit load of 1% is applicable if the units are redeemed with 12 months from the date of allotment.
Tax benefits of investing in Sundaram Large and Mid Cap Fund
The following taxes are applicable to income arising from investing in this scheme:
- Short-term capital gains are taxed at 15%
- Long-term capital gains in excess of Rs. 1 lakh are taxed at 10% without indexation benefits.
About Sundaram Mutual Fund
Sundaram Mutual Fund is the part of one of the oldest and well known financial services providers known as Sundaram Finance limited Group. This group deals in the diversified Indian markets like finance, automobile and investments. The goal of the mutual fund is to allow its retail investors to invest together. On behalf of its investors the funds invests in fixed income instruments, avenues and equities and then share the benefits mutually.
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All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,
- High Risk = High possible returns
- Low Risk = Stable, relatively lower returns