Mutual Fund Details

Sundaram Large and Mid Cap Fund Direct-IDCW Reinvestment

Name: Sundaram Large and Mid Cap Fund Direct-IDCW Reinvestment
Brand: Sundaram Mutual Fund

Equity Large & MidCap

NAV

₹35.0102

as on 20 Dec 2024, 10:51 PM

₹-0.6404(1.80%)

Last Change

Scheme Ratings

rated by Value Research

Large & MidCap

Rankings based on | as on Invalid date

Investment Performance

would have given a return of

₹1,10,871

₹1,21,647

₹1,58,350

₹1,63,777

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

₹63,777

Profit (absolute return)

63.78%

in the last

max

+1% Higher Returns

With Direct Plans on Paytm Money

Investment Returns

In the last 3 months

4.43%

In the last 6 months

4.15%

In the last 1 year

25.17%

In the last 3 years

63.78%

In the last 5 years

161.82%

In the last 10 years

364.31%

Absolute Returns

CAGR

Scheme Riskometer

low

low to moderate

moderate

moderately high

high

very high

Investors understand that their principal will be at very high risk

Scheme Information

Sundaram Large and Mid Cap Fund Direct-IDCW Reinvestment

as of 30 Nov 2024, 05:30 AM

₹6,917.83 Cr

Scheme Asset Size

Fund Type

Open-End

Exit Load

For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

0.74%

Expense Ratio

Plan

Dividend

2.60%

Cash Holding

Benchmark

NIFTY Large Midcap 250 Total Return Index

Scheme Document

View

Benchmark

NIFTY Large Midcap 250 Total Return Index

Exit Load

For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

Scheme Document

View

Sectors Holding in this Mutual Fund

as on 30 Nov 2024

Sort By

Value

Sector

Financial

21.27%

₹1,471.41 Cr

Services

10.09%

₹698.23 Cr

Healthcare

9.14%

₹632.26 Cr

Technology

8.18%

₹565.73 Cr

Capital Goods

7.88%

₹545.21 Cr

Others

43.44%

₹3,005.10 Cr

View All

Sectors Holding in this Mutual Fund

as on 30 Nov 2024

Sort By

Value

Sector

Financial

21.27%

₹1,471.41 Cr

Services

10.09%

₹698.23 Cr

Healthcare

9.14%

₹632.26 Cr

Technology

8.18%

₹565.73 Cr

Capital Goods

7.88%

₹545.21 Cr

Others

43.44%

₹3,005.10 Cr

View All

Companies Holding in this Mutual Fund

as on 30 Nov 2024

Sort By

Value

Company

HDFC Bank Ltd.

4.60%

₹318.22 Cr

ICICI Bank Ltd.

3.89%

₹269.10 Cr

Reliance Industries Ltd.

3.49%

₹241.43 Cr

State Bank of India

2.85%

₹197.16 Cr

Larsen & Toubro Ltd.

2.15%

₹148.73 Cr

Others

83.02%

₹5,743.18 Cr

View All

Companies Holding in this Mutual Fund

as on 30 Nov 2024

Sort By

Value

Company

HDFC Bank Ltd.

4.60%

₹318.22 Cr

ICICI Bank Ltd.

3.89%

₹269.10 Cr

Reliance Industries Ltd.

3.49%

₹241.43 Cr

State Bank of India

2.85%

₹197.16 Cr

Larsen & Toubro Ltd.

2.15%

₹148.73 Cr

Others

83.02%

₹5,743.18 Cr

View All

Funds in this Category

This fund's returns:

17.86%

Return Duration

3 Years

Motilal Oswal Large and Midcap Fund Direct - Growth

Bandhan Core Equity Fund Direct-Growth

Invesco India Large & Mid Cap Fund Direct-Growth

About Sundaram Large and Mid Cap Fund Direct-IDCW Reinvestment

Sundaram Large and Mid Cap Fund Direct-IDCW Reinvestment is a Equity mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on Invalid date. It has an AUM of ₹6,917.83 Crores and the latest NAV decalared is ₹35.010 as on 23 Dec 2024 at 12:36 pm.

Sundaram Large and Mid Cap Fund Direct-IDCW Reinvestment scheme return performance in last 1 year is 25.17%, in last 3 years is 63.78% and 514.60% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.