Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
Category: Equity: Large and Mid Cap
Launch Date: 27-02-2007
AUM:
₹ 6,387.67 Cr
Expense Ratio
1.81%
Benchmark
NIFTY LARGE MIDCAP 250 TRI
ISIN
INF903J01DU9
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
250
Fund Manager
Ravi Gopalakrishnan, Ashish Aggarwal
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) | 33.94 | 19.95 | 17.31 |
| NIFTY LARGE MIDCAP 250 TRI | 41.15 | 22.43 | 21.65 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
29.4729
Last change
0.13 (0.4309%)
Fund Size (AUM)
₹ 6,387.67 Cr
Performance
11.92% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The schemes aims to invest in equity or equity related securities. It may own upto 40 stocks and would invest across sectors and market cap categories.
Fund Manager
Ravi Gopalakrishnan, Ashish Aggarwal
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC Bank Ltd. | 4.66 |
| ICICI Bank Ltd. | 4.32 |
| Reliance Industries Ltd. | 4.0 |
| State Bank of India | 2.98 |
| Larsen & Toubro Ltd. | 2.48 |
| Zomato Ltd. | 2.1 |
| Axis Bank Ltd. | 2.01 |
| Infosys Ltd. | 1.89 |
| Bharti Airtel Ltd. | 1.86 |
| Others | 1.84 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 24.2 |
| Services | 10.6 |
| Capital Goods | 9.48 |
| Healthcare | 9.01 |
| Automobile | 7.58 |
| Energy | 7.48 |
| Consumer Staples | 5.76 |
| Technology | 5.71 |
| Construction | 4.79 |
| Materials | 4.77 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Large and MidCap IDCW | 17.31 |
| Quant Large & MidCap Gr | 27.96 |
| Bandhan Core Equity Reg Gr | 21.68 |
| Motilal Oswal Large and MidCap Reg Gr | 0.0 |
| Mahindra Manulife Large & Mid Cap Fund Reg Gr | 0.0 |
| Invesco India Large and Mid Cap Gr | 19.29 |
| HDFC Large and Mid Cap Gr | 22.39 |
| Nippon India Vision Gr Gr | 20.17 |
| UTI Large & Mid Cap Fund Reg Gr | 20.56 |
| HSBC Large and Mid Cap Gr | 19.94 |