Sundaram Large and Midcap Fund Regular Plan - Growth
Category: Equity: Large and Mid Cap
Launch Date: 10-02-2007
AUM:
₹ 6,892.55 Cr
Expense Ratio
1.8%
Benchmark
NIFTY Large Midcap 250 TRI
ISIN
INF903J01DT1
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
FM 1- Mr. Bharath S; FM 2 - Mr. Ashish Aggarwal;
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Large and Midcap Fund Regular Plan - Growth | 2.02 | 20.7 | 24.18 |
| NIFTY LARGE MIDCAP 250 TRI | -1.4 | 19.7 | 24.78 |
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
84.475
Last change
-0.41 (-0.4801%)
Fund Size (AUM)
₹ 6,892.55 Cr
Performance
14.96% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
Fund Manager
FM 1- Mr. Bharath S; FM 2 - Mr. Ashish Aggarwal;
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 5.63 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.52 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 3.99 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 2.83 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 2.62 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 2.44 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 2.2 |
| AMBER ENTERPRISES INDIA LIMITED EQ | 2.06 |
| UNO MINDA LIMITED EQ NEW FV RS. 2/- | 1.91 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 1.86 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 27.28 |
| Healthcare | 9.14 |
| Oil, Gas & Consumable Fuels | 7.04 |
| Consumer Services | 6.63 |
| Automobile and Auto Components | 6.04 |
| Capital Goods | 5.46 |
| Fast Moving Consumer Goods | 5.4 |
| Information Technology | 5.11 |
| Construction Materials | 4.95 |
| Telecommunication | 4.86 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Large and MidCap Gr | 24.18 |
| Invesco India Large and Mid Cap Gr | 24.85 |
| Motilal Oswal Large and MidCap Reg Gr | 28.88 |
| PGIM India Large and Mid Cap Reg Gr | 0.0 |
| Whiteoak Capital Large & Mid Cap Reg Gr | 0.0 |
| SBI Large & MidCap Reg Gr | 24.99 |
| Axis Large & Mid Cap Fund Reg Gr | 22.89 |
| Franklin India Large & Mid Cap Fund Gr Plan | 23.27 |
| Nippon India Vision Gr Gr | 24.9 |
| ICICI Pru Large & MidCap Gr | 27.49 |