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Jama - Sundaram Large and Midcap Regular Plan - Income


Sundaram Large and Midcap Regular Plan Income

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Equity-Large & Mid Cap
NAV : 56.3401
(-0.0853000000000037
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)
AUM : ₹49 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-3.03%-6.82%-3.86%-2.54%10.44%27.59%11.29%



NAV History



Expense Ratio Trends


Fund Details
NAV56.3401
Launch Date08-01-2013
Min (1st time)₹100
Min (later on)₹100
Min SIP₹750
Expense Ratio72.0%
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 3 years₹2,07,718₹2,00,053₹7,665
After 20 years₹1,30,76,639₹1,01,77,436₹28,99,203

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 : 27.59% 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