NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹82.19
0.32%
NAV as on 17 Nov 24, 12:00 AM
very high risk
large & mid cap
equity
NAV as on 17 Nov 24, 12:00 AM
very high risk
large & mid cap
equity
29.67%p.a.
Last 1Y
12.65%p.a.
Last 3Y
17.54%p.a.
Last 5Y
12.83%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 6,870.79 Cr fund under management as on Nov 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 29.7% 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
4.74%
ICICI Bank Ltd
4.18%
Reliance Industries Ltd
3.10%
State Bank of India
2.75%
Zomato Ltd
2.44%
Infosys Ltd
2.30%
Larsen & Toubro Ltd
2.19%
Bharti Airtel Ltd
2.11%
UNO Minda Ltd
1.75%
Lupin Ltd
1.72%
Fund Managers
- S. Bharath (Jul 2024 - Present)
- Ashish Aggarwal (Jan 2022 - Present)
Key Information
View Scheme Document
Sundaram large and Mid Cap Fund Growth SIP Calculator
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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 Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% 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
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Frequently Asked Questions
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