Sundaram large and Mid Cap Fund Growth
Medium
Risk
Equity
Large And Mid Cap Fund
+
17.52
%
17.52
%
3Y annualised
+
0.34
%
0.34
%
1D
1M
6M
1Y
3Y
All
Fund size
6040
NAV:
Mar 7, 2024
72.9922
Sector
Tech
Type
Equity
Launched
Feb 2007
Min Investment
100
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
HDFC Bank Ltd
4.75
%
ICICI Bank Ltd
4.66
%
Reliance Industries Ltd
4.11
%
Larsen & Toubro Ltd
2.66
%
Infosys Ltd
2.34
%
State Bank of India
2.27
%
Axis Bank Ltd
2.07
%
Power Finance Corp Ltd
2.06
%
Tata Consultancy Services Ltd
1.76
%
Varun Beverages Ltd
1.75
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 365.0 Days, 0.0 % if redeemed after 365.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Sundaram large and Mid Cap Fund Growth
More details
Investment objective
To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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Monthly SIP
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