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3 Year return
21.38%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹6387.67 Cr.
Expense Ratio
0.71% (inclusive of GST)
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If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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.
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
| Other Holdings | % of Asset |
|---|---|
| Zomato Ltd | 2.1 % |
| Axis Bank | 2.01 % |
| Infosys | 1.89 % |
| Bharti Airtel | 1.86 % |
| TREPS | 1.84 % |
| Container Corpn. | 1.78 % |
| Power Fin.Corpn. | 1.66 % |
| TCS | 1.66 % |
| NTPC | 1.58 % |
| Oberoi Realty | 1.57 % |
| Varun Beverages | 1.56 % |
| Hindalco Inds. | 1.51 % |
| Sun Pharma.Inds. | 1.47 % |
| Dixon Technolog. | 1.44 % |
| Tata Motors | 1.42 % |
| Uno Minda | 1.41 % |
| Lupin | 1.39 % |
| A B B | 1.38 % |
| United Breweries | 1.36 % |
| Multi Comm. Exc. | 1.35 % |
| Info Edg.(India) | 1.33 % |
| B H E L | 1.23 % |
| Cummins India | 1.19 % |
| UltraTech Cem. | 1.17 % |
| Canara Bank | 1.17 % |
| Polycab India | 1.15 % |
| Dr Reddy's Labs | 1.12 % |
| Max Healthcare | 1.12 % |
| Persistent Sys | 1.09 % |
| Aurobindo Pharma | 1.08 % |
| Indian Hotels Co | 1.08 % |
| Mphasis | 1.07 % |
| Federal Bank | 1.07 % |
| IndusInd Bank | 1.07 % |
| ITC | 1.05 % |
| Cholaman.Inv.&Fn | 1.03 % |
| Tata Steel | 1.03 % |
| Schaeffler India | 1.02 % |
| Sona BLW Precis. | 1.01 % |
| P I Industries | 1 % |
| Tube Investments | 0.99 % |
| Mold-Tek Pack. | 0.96 % |
| Doms Industries | 0.92 % |
| Hero Motocorp | 0.92 % |
| Astral | 0.91 % |
| Avenue Super. | 0.89 % |
| H P C L | 0.89 % |
| Fortis Health. | 0.89 % |
| Delhivery | 0.88 % |
| Kirloskar Oil | 0.88 % |
| Hind. Unilever | 0.87 % |
| REC Ltd | 0.87 % |
| Metro Brands | 0.86 % |
| Bank of India | 0.86 % |
| Divi's Lab. | 0.85 % |
| Titan Company | 0.82 % |
| Bharti Hexacom | 0.81 % |
| Max Financial | 0.79 % |
| Bharat Forge | 0.74 % |
| Triveni Turbine | 0.74 % |
| Dalmia BharatLtd | 0.72 % |
| Alkem Lab | 0.68 % |
| JSW Infrast | 0.67 % |
| Kajaria Ceramics | 0.65 % |
| Ashok Leyland | 0.63 % |
| Bajaj Finance | 0.62 % |
| Hind.Aeronautics | 0.62 % |
| Page Industries | 0.6 % |
| Sundram Fasten. | 0.57 % |
| Bajaj Finserv | 0.56 % |
| Torrent Power | 0.55 % |
| Union Bank (I) | 0.53 % |
| TCI Express | 0.52 % |
| Relaxo Footwear | 0.46 % |
| Tata Power Co. | 0.46 % |
| Balkrishna Inds | 0.46 % |
| Mankind Pharma | 0.41 % |
| Coal India | 0.36 % |
| Net CA & Others | -0.16 % |
Sundaram Mutual Fund Managers
RG
Ravi Gopalakrishnan
Fund Manager since Dec 2017
Fund House Details
Sundaram Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
Quant Large and Mid Cap Fund IDCW Direct Plan Payout |
30.25% |
4 |
|
Axis Growth Opportunities Fund Direct Plan IDCW Payout |
21.07% |
2.5 |
|
Mirae Asset Large and Midcap Fund Direct Plan IDCW Payout |
21.42% |
3 |
Schemes by Sundaram Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Reinvestment
About Sundaram Large and Midcap Fund Direct Plan Growth
Sundaram Large and Midcap Fund Direct Plan Growth is an open-ended fund offered by Sundaram Mutual Fund. The earlier Principal Emerging Bluechip Fund has been merged into the Sundaram Large and Midcap Fund to create the new fund. It falls into the category of equity funds and invests in a diversified portfolio of equity and equity-related securities of large and mid-cap companies. The fund offers a quarterly interest distribution cum withdrawal (IDCW) repayment in addition to payout, sweep, and transfer of funds options. The fund has a low expense ratio. A low expense ratio implies a higher final return in the long run.
Investment Objective of the Scheme
The fund invests in equity and equity-related securities of large and mid-cap stocks to generate long-term capital gains. Mid-cap companies have a higher growth percentage than large-cap businesses. The fund targets fundamentally strong large and mid-cap stocks to generate higher returns.
Key Features of The Fund
| 5-year return | 18.66% |
| Expense Ratio | 0.71% |
| Fund Manager | Ravi Gopalakrishnan |
| Fund Size | ₹6387.67 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
The fund aims to generate long-term capital appreciation. If you are considering a 3–4-year investment horizon, Sundaram Large and Midcap Fund Direct Plan Growth may catch your interest. The fund has moderate to high investment risk. Make sure that you consider your overall financial goals and risk tolerance level before investing. It is wise to consult your financial advisor to check the suitability of the investment.
AMC Contact Details
| Name | Sundaram Mutual Fund |
| Launch Date | 1996 |
| Addresss | Sundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014 |
| Contact | 1860 425 7237, 044 2858 3362/3367, 044 2856 9900 |
| customerservices@sundarammutual.com | |
| Website | https://www.sundarammutual.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
