Sundaram Large and Mid Cap Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Large & Mid Cap funds is 76.78% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 10.19% | -1.86% |
| 2 Year Return | 20.09% | 11.61% |
| 3 Year Return | 28.12% | 32.10% |
| 4 Year Return | 96.95% | 57.26% |
| 5 Year Return | 81.15% | 76.78% |
| 6 Year Return | 67.28% | 125.17% |
| 7 Year Return | 117.22% | 141.57% |
| Expense Ratio | 0.66% | - |
AMC: SUNDARAM
Category: Equity • Large & Mid Cap
Launch Date: 01 Jan 2013
Fund Manager: Mr. Madanagopal Ramu
Minimum Purchase: ₹100
Exit Load: If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.
Lock-in: 1
Risk: Moderate Risk
Sundaram Large and Mid Cap Fund - Direct Plan is managed by SUNDARAM and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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