NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Sundaram large and Mid Cap Fund Growth for NRI [87.28]

Min Investment

100

Fund Size

6,917.83 Cr

Expense Ratio

1.8%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

87.28

-0.78%

NAV as on 17 Dec 24, 12:00 AM

very high risk

large & mid cap

equity

NAV as on 17 Dec 24, 12:00 AM

very high risk

large & mid cap

equity

25.22%p.a.

Last 1Y

16.78%p.a.

Last 3Y

19.00%p.a.

Last 5Y

12.81%p.a.

Since Inception

About Sundaram large and Mid Cap Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Sundaram large and Mid Cap Fund Growth scheme from Sundaram Asset Management Company Ltd. It is a Large & Mid-Cap mutual fund scheme that predominantly invests in Large & Mid-Cap stocks of companies. Launched on Feb 2007, Sundaram large and Mid Cap Fund Growth is Large & Mid-Cap fund of its category with 6,917.83 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Large & Mid-Cap funds.

  • Sundaram large and Mid Cap Fund Growth delivered 25.2% annual returns during the last year. It has delivered 12.8% average annual returns since the fund was launched.
  • Sundaram large and Mid Cap Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in equity

Fund Objective

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

Top 10 Holdings

HDFC Bank Ltd

5.04%

ICICI Bank Ltd

4.18%

Reliance Industries Ltd

2.99%

Zomato Ltd

2.81%

State Bank of India

2.79%

Infosys Ltd

2.61%

Larsen & Toubro Ltd

2.23%

Sundaram Liquid Dir Gr

2.17%

Bharti Airtel Ltd

2.12%

UNO Minda Ltd

1.85%

Fund Managers

  1. S. Bharath (Jul 2024 - Present)
  2. Ashish Aggarwal (Jan 2022 - Present)

Key Information

View Scheme Document

Sundaram large and Mid Cap Fund Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on Sundaram large and Mid Cap Fund Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Sundaram large and Mid Cap Fund Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Sundaram large and Mid Cap Fund Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions