Other Funds in the same category are generating better returns
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.72 | 47.29 | 2.22 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.34 | 49.01 | 2.26 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
NIFTY LargeMidcap 250 - TRI |
Large & Mid Cap funds diversify investment between large cap and mid cap companies. These are relatively less riskier as compared to large cap funds due to their exposure to mid cap funds also.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Sundaram Large and Mid Cap Fund(IDCW) | 30.11% | 11.95% | 10.04% |
Mirae Asset Large & Midcap Fund(IDCW) | 36.87% | 6.80% | 18.31% |
SBI Large & Midcap Fund(IDCW-Payout) | 37.50% | 21.23% | 16.75% |
Kotak Equity Opp Fund(IDCW-Payout) | 43.22% | 22.02% | 13.34% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Equity
Others
Holdings
4.30 %
Holdings
3.84 %
Holdings
3.39 %
Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).
No.of Schemes
40
Total AUM
₹ 67,442.81 Cr.
S. Bharath
AUM: ₹41,488.65 Cr.
|
Exp: 7.11yrs
Ashish Agarwal
AUM: ₹9,812.44 Cr.
|
Exp: 12yrs
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Other Funds in the same category are generating better returns