Mutual Fund Details

Sundaram Large and Mid Cap Fund Direct-Growth

Equity Large & MidCap

NAV

₹86.5659

as on 27 Jan 2025, 11:18 PM

₹-1.7519(1.98%)

Last Change

Investment Performance

would have given a return of

₹1,10,871

₹1,21,647

₹1,45,372

₹1,50,332

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

₹50,332

Profit (absolute return)

50.33%

in the last

max

+1% Higher Returns

With Direct Plans on Paytm Money

Investment Returns

In the last 3 months

6.82%

In the last 6 months

4.94%

In the last 1 year

14.76%

In the last 3 years

50.33%

In the last 5 years

133.05%

In the last 10 years

305.85%

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-Growth

as of 31 Dec 2024, 05:30 AM

₹6,912.94 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

Growth

2.87%

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 31 Dec 2024

Sort By

Value

Sector

Financial

20.72%

₹1,432.41 Cr

Services

10.19%

₹704.46 Cr

Healthcare

10.19%

₹704.29 Cr

Technology

8.37%

₹578.31 Cr

Capital Goods

7.41%

₹512.55 Cr

Others

43.12%

₹2,980.86 Cr

View All

Sectors Holding in this Mutual Fund

as on 31 Dec 2024

Sort By

Value

Sector

Financial

20.72%

₹1,432.41 Cr

Services

10.19%

₹704.46 Cr

Healthcare

10.19%

₹704.29 Cr

Technology

8.37%

₹578.31 Cr

Capital Goods

7.41%

₹512.55 Cr

Others

43.12%

₹2,980.86 Cr

View All

Companies Holding in this Mutual Fund

as on 31 Dec 2024

Sort By

Value

Company

HDFC Bank Ltd.

5.04%

₹348.41 Cr

ICICI Bank Ltd.

4.18%

₹288.96 Cr

Reliance Industries Ltd.

2.99%

₹206.70 Cr

Zomato Ltd.

2.81%

₹194.25 Cr

State Bank of India

2.79%

₹192.87 Cr

Others

82.19%

₹5,681.74 Cr

View All

Companies Holding in this Mutual Fund

as on 31 Dec 2024

Sort By

Value

Company

HDFC Bank Ltd.

5.04%

₹348.41 Cr

ICICI Bank Ltd.

4.18%

₹288.96 Cr

Reliance Industries Ltd.

2.99%

₹206.70 Cr

Zomato Ltd.

2.81%

₹194.25 Cr

State Bank of India

2.79%

₹192.87 Cr

Others

82.19%

₹5,681.74 Cr

View All

Funds in this Category

This fund's returns:

14.54%

Return Duration

3 Years

Motilal Oswal Large and Midcap Fund Direct - Growth

Quant Large and Mid Cap Fund Direct-Growth

Bandhan Core Equity Fund Direct-Growth

About Sundaram Large and Mid Cap Fund Direct-Growth

Sundaram Large and Mid Cap Fund Direct-Growth is a Equity mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on Invalid date. It has an AUM of ₹6,912.94 Crores and the latest NAV decalared is ₹86.566 as on 28 Jan 2025 at 8:14 am.

Sundaram Large and Mid Cap Fund Direct-Growth scheme return performance in last 1 year is 14.76%, in last 3 years is 50.33% and 474.69% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.