Rating : ★ ★ ★ ☆ ☆

Sundaram large and Mid Cap Direct Plan Dividend Payout Option

Equity

  

Large & Mid Cap Fund

NAV

23.9199-0.2961

(as on 05 Mar, 2021)

RETURNS

12.45 %

Fund Type

Open Ended

Investment Plan

Dividend Payout

Expense Ratio

1%

Asset Size

1478.58 Cr.

(As of 28 Feb, 2021)

Benchmark

IISL Nifty LargeMidcap 250 TR INR

Riskometer

Investors understand that their principal will be at Very High Risk.

Objective

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

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Fund manager

S Krishnakumar

Exit load

1 %

(If redeemed within 360 days)

Minimum sip

₹100

Minimum investment

₹100

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

Reliance Industries Ltd Ordinary Shares

4.52%

ICICI Bank Ltd Ordinary Shares

4.31%

HDFC Bank Ltd

4.04%

Larsen & Toubro Ltd Ordinary Shares

3.82%

Sector Allocation

About the Scheme Type

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Ratings

This fund is rated 3 stars by Morning Star Ratings.

★ ★ ★ ☆ ☆

Overview of Sundaram Asset Management Company Ltd

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