Sundaram large and Mid Cap Fund Growth - Latest NAV, Returns, Performance & Portfolio

Sundaram large and Mid Cap Fund Growth

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    10.64%
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    (+0.47)38.0883

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Fund Summarystar

PeriodReturns(per year)
10 Years11.59%
5 Years10.64%
3 Years12.89%
1 Year21.78%
6 Months15.56%
Fund Details
ISININF903J01DT1
RiskModerately High risk
Fund TypeLarge & Mid- Cap
NAV38.0883
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
ICICI Bank Ltd4.65%
Bajaj Finance Ltd3.91%
Tata Chemicals Ltd3.81%
The Federal Bank Ltd3.7%
Reliance Industries Ltd3.69%
Larsen & Toubro Ltd3.31%
HDFC Bank Ltd3.29%
Apollo Hospitals Enterprise Ltd3.26%
United Spirits Ltd3.2%
Voltas Ltd3.04%

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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Frequently Asked Questions

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Start your investment

Sorry!
Currently this fund is not available on ClearTax Invest. We request you to checkout other Related funds
Moderately High risk

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