Jama - Sundaram Large and Midcap Fund


Sundaram Large and Midcap Fund


NAV : 53.6567
(-0.18960000000000576
arrow_downward
)
AUM : ₹1,224 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-1.42%-11.15%-13.06%3.84%27.22%13.91%12.31%



NAV History



Expense Ratio Trends


Fund Details

NAV53.6567
Launch Date-
Min (1st time)₹100
Min (later on)₹100
Min SIP₹750
Expense Ratio75.0%
Exit Load : Exit Load 1% if redeemed within 12 months from date of allotment


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 1 year₹1,03,842₹1,02,571₹1,271
After 3 years₹1,47,813₹1,42,445₹5,368
After 20 years₹13,53,381₹10,57,607₹2,95,774

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 13.91% Past 3 yr Data




Fund Objective:
To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
Fund Manager:
Ravi Gopalakrishnan