Sundaram Large and Mid Cap Fund

AnAn open-ended equity scheme investing in both large cap and mid cap stocks

(Principal Emerging Bluechip Fund has merged into Sundaram Large and Mid Cap Fund)

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About This Fund

Large and Mid Cap fund with minimum 35% in each category.
Investment Strategy: Top down approach with a focus on theme/ sector allocation with a view to buy the secular growth opportunities in India, combined with bottom up stock selection.
Diversified Portfolio of ~65-70 stocks

NAV as on

Returns since inception as on

Date of Inception

Total AUM as on

₹ Crores

Risk Metric

Performance

of ₹

for

Calculate

Total Investment of ₹ would have become ₹

Product Features

Large and Mid Cap fund with minimum 35% in each category.
Investment Strategy: Top down approach with a focus on theme/ sector allocation with a view to buy the secular growth opportunities in India, combined with bottom up stock selection.
Diversified Portfolio of ~65-70 stocks

Ideal For

Investors seeking capital appreciation by investing in equity & equity related instruments.
Long term capital growth.
Investment in equity & equity related securities in large and mid cap companies.

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Investment objective

To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks.

Benchmark Index

Tier I:

Month End AuM

₹ Cr

Total Expense Ratio

Regular: , Direct:

Repayment Options

Growth

Monthly Income Distribution cum Capital Withdrawal (IDCW): Payout, Sweep, Transfer

Special Facitilities

SWP/SIP/STP

Minimum Investment Amount

₹ 100

Entry Load

Not Applicable

Exit Load

If up to 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - No Exit Load
If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged
For redemption or transfer by way of STP or withdrawal by way of SWP after 365 days from the date of allotment - Nil

	Performance			₹ invested
Period	Fund (%)	TIER I (%)	Additional Benchmark (%)	Fund (₹)	TIER I (₹)	Additional Benchmark (₹)

Past performance may or may not be sustained in future. Returns/investment value are as of . Returns are on a compounded annual basis for period more than one year and absolute for one-year period and computed using NAV of Regular Plan-Growth Option.
Value of invested at inception is as on .

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Market Capitalization

Current Asset Allocation

Portfolio data as on

Portfolio

Fact-Sheet

One-Sheeter

Scheme Information Document

Statement of Additional Information