Sundaram Asset Management Company Limited

Sundaram Large and Midcap Fund Regular Plan - Growth

EquityLarge & Mid Cap
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return15.3%
  • 3 yr return26.4%
  • 5 yr return11.4%
  • Expense Ratio1.86%
  • Lock-in Period--
  • Exit Load0%
  • Fund Size (Cr)Rupees5024
  • NAVRupees56.9

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

To Seek Capital Appreciation By Investing Predominantly In Equity And Equity Related Instruments In Large And Mid Cap Stock.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • ICICI Bank Ltd 5.1
  • Reverse Repo 4.3
  • Reliance Industries Ltd 4.1
  • HDFC Bank Ltd 4.1
  • Infosys Ltd 3.2
  • State Bank of India 2.6
  • Larsen & Toubro Ltd 2.4
  • Axis Bank Ltd 2.3
  • Housing Development Finance Corporation Ltd 2.2
  • Sona BLW Precision Forgings Ltd 1.9
  • The Indian Hotels Company Ltd 1.8
  • Sectors %
  • Banks20.7
  • Automobiles8.2
  • Internet and Technology8.1
  • Finance5.8
  • Consumer Durables5.2

Fund House