Sundaram Large and Midcap Fund- Direct Plan - Growth Option

Sundaram Large and Midcap Fund- Direct Plan - Growth Option of Sundaram Mutual Fund has asset class type as Multi-Cap. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.92

Age

NA Years

Fund Manager

S Krishnakumar

AuM (Rs Crores)

428.3422

Asset Class

Multi-Cap

Net Asset Value:

34.6429

Rating

2

Exit Load

0.01

Benchmark

Nifty 200 TRI

Fund Type

Multi Cap

SEBI Category

Large & Mid Cap Fund

Turnover Ratio(Monthly)

98.00%

Fund Manager Details:

S Krishnakumar Engineering from REC (now National Institute of Technology), Trichy. He did an MBA from LIBA, Chennai. He has over 18 Years of total experience in which 7 years related to the Equity Markets. He was a Vice President (Research) at Anush Shares & Securities.

Objective:

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

Top Holdings:

  • Banks (15.55)
  • Finance (12.86)
  • IT - Software (11.13)
  • Cement (7.47)
  • FMCG (5.73)
  • Refineries (4.41)
  • Insurance (3.85)
  • Capital Goods-Non Electrical Equipment (3.15)
  • Automobile (3.14)
  • Retail (2.96)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition