1M
6M
1Y
3Y
5Y
All
| NAV: 24 May 2024 | ₹87.23 |
| Min. SIP amount | ₹100 |
| Rating | 2 |
| Fund size | ₹6,387.67Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Equity Large & MidCap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 40.9% | 20.8% | 20.2% | 19.1% |
| Category average | 45.5% | 21.5% | 19.8% | NA |
| Rank with in category | 20 | 20 | 16 | NA |
Understand terms
Holdings (82)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 4.66% |
ICICI Bank Ltd. | Financial | Equity | 4.32% |
Reliance Industries Ltd. | Energy | Equity | 4.00% |
State Bank of India | Financial | Equity | 2.98% |
Larsen & Toubro Ltd. | Construction | Equity | 2.48% |
Zomato Ltd. | Services | Equity | 2.10% |
Axis Bank Ltd. | Financial | Equity | 2.01% |
Infosys Ltd. | Technology | Equity | 1.89% |
Bharti Airtel Ltd. | Communication | Equity | 1.86% |
Container Corporation Of India Ltd. | Services | Equity | 1.78% |
See All
Pros and cons
Category: Equity Large & MidCap
Pros
Cons
5Y and 10Y annualised returns higher than category average
Consistently lower annualised returns than category average for the past 1Y and 3Y
Lower expense ratio: 0.71%
Low rating: 2
Expense ratio, exit load and tax
Expense ratio: 0.71%
Inclusive of GST
Exit load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Stamp duty
0.005% (from July 1st, 2020)
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.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Fund management
Ravi GopalakrishnanJan 2022 - PresentView details
Ravi Gopalakrishnan
Jan 2022 - Present
View details
Education
Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.
Also manages these schemes
Ashish AggarwalJan 2022 - PresentView details
Ashish Aggarwal
Jan 2022 - Present
View details
Education
Mr. Aggarwal has done BE, PGPM
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, IL&FS Investsmart, Tata Securities and Antique Stock Broking.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NAWebsite
www.sundarammutual.com
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comCompare funds
Sundaram Large and Mid Cap Fund Direct Growth
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