3 Year return
17.08%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹6917.83 Cr.
Expense Ratio
0.74% (inclusive of GST)
Exit Load
If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Sundaram Mutual Fund Managers
RG
Ravi Gopalakrishnan
Fund Manager since Dec 2017
Fund House Details
Sundaram Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Motilal Oswal Large and Midcap Fund |
30.18% |
0 |
Bandhan Core Equity Fund |
25.72% |
3.5 |
Quant Large and Mid Cap Fund |
22.71% |
4 |
Schemes by Sundaram Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Reinvestment
About Sundaram Large and Midcap Fund Direct Plan Growth
Sundaram Large and Midcap Fund Direct Plan Growth is an open-ended fund offered by Sundaram Mutual Fund. The earlier Principal Emerging Bluechip Fund has been merged into the Sundaram Large and Midcap Fund to create the new fund. It falls into the category of equity funds and invests in a diversified portfolio of equity and equity-related securities of large and mid-cap companies. The fund offers a quarterly interest distribution cum withdrawal (IDCW) repayment in addition to payout, sweep, and transfer of funds options. The fund has a low expense ratio. A low expense ratio implies a higher final return in the long run.
Investment Objective of the Scheme
The fund invests in equity and equity-related securities of large and mid-cap stocks to generate long-term capital gains. Mid-cap companies have a higher growth percentage than large-cap businesses. The fund targets fundamentally strong large and mid-cap stocks to generate higher returns.
Key Features of The Fund
5-year return | 19.7% |
Expense Ratio | 0.74% |
Fund Manager | Ravi Gopalakrishnan |
Fund Size | ₹6917.83 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
The fund aims to generate long-term capital appreciation. If you are considering a 3–4-year investment horizon, Sundaram Large and Midcap Fund Direct Plan Growth may catch your interest. The fund has moderate to high investment risk. Make sure that you consider your overall financial goals and risk tolerance level before investing. It is wise to consult your financial advisor to check the suitability of the investment.
AMC Contact Details
Name | Sundaram Mutual Fund |
Launch Date | 1996 |
Addresss | Sundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014 |
Contact | 1860 425 7237, 044 2858 3362/3367, 044 2856 9900 |
customerservices@sundarammutual.com | |
Website | https://www.sundarammutual.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Invest With Confidence, Choose the Right SIP
FAQs
What is today's NAV of Sundaram Large and Midcap Fund?
What is the AUM of Sundaram Large and Midcap Fund?
What is the expense ratio of Sundaram Large and Midcap Fund?
What are the returns of Sundaram Large and Midcap Fund since inception?
What is the minimum SIP amount to invest in Sundaram Large and Midcap Fund?
How do I invest in Sundaram Large and Midcap Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Sundaram Large and Midcap Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Sundaram Large and Midcap Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Sundaram Large and Midcap Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.