Sundaram large and Mid Cap - Direct Plan - Growth Option
Sundaram large and Mid Cap - Direct Plan - Growth Option

Sundaram large and Mid Cap - Direct Plan - Growth Option

Equity
Direct
Very High Risk
Large & Mid-Cap

NAV: ₹ 61.91 as on 19-10-2021

Fund Overview

Expense ratio
Expense ratio
0.9%
Benchmark
Benchmark
S&P BSE 200 India TR INR
AUM
AUM
₹1820 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹100/₹750
Exit Load
Exit Load
1%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
101.18%

Fund Distribution

  • Equity 98.1%
  • Debt & Cash 1.8%
Size breakup
Large cap
80.93%
Mid cap
19.07%
Sector Allocation
Financial Services
28.4%
Industrial
15.5%
Tech
15.1%
Basic Materials
9.5%
Cyclical
9.1%
Health
8.6%
Energy
4.8%
Defensive
4.7%
Utilities
2.3%
Communication
1.9%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings50
Equity Holdings48
Debt Holdings2

Fund Highlights

Fund Manager
Fund Manager

Fund Manager

S. Bharath,Rahul Baijal
About the fund

About the fund

This fund has delivered an average annual returns of 17.19% since inception which is less than its category average return of 20.46%
Fund Allocations

Fund Allocations

This fund has an allocation of 98.1% in Equity, 0% in Debt and 1.8% in Cash related instruments
AUM size ₹1820 Cr

AUM size ₹1820 Cr

This fund has AUM of ₹1820 Cr which is less than its category average of ₹ 3123 Cr
Expense Ratio 0.9%

Expense Ratio 0.9%

This fund has an expense ratio of 0.9% which is less than its category average expense ratio of 1.65%

AMC details

Fund House
Sundaram Asset Management Company Ltd
Email
rahulm@sundarammutual.com
Phone
+914428583362/3367
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,
We are a SEBI registered investement advisor