3 Year return

20.6%
Launched on January 2013 (11 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹6387.67 Cr.

Expense Ratio

0.71% (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If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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.

Ratings

ARQ Rating
1.5

Ratings by other agencies

3
3
3

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

Sundaram Mutual Fund Managers

RG

Ravi Gopalakrishnan

Fund Manager since Dec 2017

View Details

Fund House Details

Sundaram Mutual Fund

Sundaram Mutual Fund Asset management company

AUM ₹56,666.82 Cr.
No. of Schemes 127
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Sundaram Mutual Fund

List of mutual fund schemes by AMC

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 19.06%
Expense Ratio 0.71%
Fund Manager Ravi Gopalakrishnan
Fund Size ₹6387.67 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
Email 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

Assess your risk tolerance through a straightforward questionnaire and craft a SIP plan that aligns perfectly with your financial aspirations. With a clear understanding of your risk appetite, you can make informed investment choices tailored to your unique circumstances. By striking the right balance, you'll pave the way for long-term financial stability and success. Use our SIP return calculator for aid.

FAQs

What is today's NAV of Sundaram Large and Midcap Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Sundaram Large and Midcap Fund Jun 11 2024 is 88.6813

What is the AUM of Sundaram Large and Midcap Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Sundaram Large and Midcap Fund is 6387.67 crore.

What is the expense ratio of Sundaram Large and Midcap Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Sundaram Large and Midcap Fund is 0.71%

What are the returns of Sundaram Large and Midcap Fund since inception?

The Sundaram Large and Midcap Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 16.53 since inception.

What is the minimum SIP amount to invest in Sundaram Large and Midcap Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Sundaram Large and Midcap Fund is 100.

How do I invest in Sundaram Large and Midcap Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Sundaram Large and Midcap Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Sundaram Large and Midcap Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Sundaram Large and Midcap Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.