Sundaram Large and Mid Cap Fund Sundaram Large and Mid Cap Fund

Sundaram Large and Mid Cap Fund

Benefit from a blend of large and mid-caps - grow steadily with large caps, and add a boost with mid-caps.

  • Large and Mid-Cap fund with minimum 35% in each category
  • Investment Strategy: The core investment philosophy and strategy for the fund is to own good growth businesses at a reasonable price considering a 3 year outlook
  • Diversified Portfolio of ~65-70 stocks
  • Top sectors: Banks, Auto Components, Agri, Commercial & Construction

Performance comparison with benchmark

Period Fund
(%)
Nifty Large Mid Cap
250 TRI
Additional Benchmark
Nifty 50 (TRI)
(%)
(Tier I)
(%)
(Tier II)
(%)

Performance of 10,000 invested at launch

Period Fund
()
Nifty Large Mid Cap
250 TRI
Additional Benchmark
Nifty 50 (TRI)
()
(Tier I)
()
(Tier II)
()

Returns are computed using the NAV of the Regular Plan - Growth Option on a CAGR basis for periods above one year and on an absolute basis for a one-year period for Regular Plan - Growth Option. Load and taxes are not considered for computation of returns. All data provided is as on unless otherwise mentioned.

To view performance of other schemes managed by the fund manager click here.


Fund Facts

Fund

Sundaram Large and Mid Cap Fund

Scheme Type

An open ended equity scheme investing in both large cap and mid cap stocks.

Investment Objective

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

Benchmark

Fund Managers

Mr. Bharath S
Mr. Ashish Aggarwal

Plans

Regular and Direct

Options

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

Minimum Initial Investment

 100

SIP

Quarterly:  750
Monthly:  100
Weekly:  1000

Exit Load

1. If up to 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - No Exit Load

2. If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged

3. For redemption or transfer by way of STP or withdrawal by way of SWP after 365 days from the date of allotment - Nil

This product is suitable for investors who are seeking*

  • 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.

Mutual fund investments are subject to market risks, read all scheme related documents carefully.