Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
Category: Equity: Large and Mid Cap
Launch Date: 27-02-2007
AUM:
₹ 6,672.18 Cr
Expense Ratio
1.8%
Benchmark
NIFTY Large Midcap 250 TRI
ISIN
INF903J01DU9
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 Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) | 0.75 | 20.15 | 22.01 |
| NIFTY LARGE MIDCAP 250 TRI | 3.4 | 24.51 | 26.17 |
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
29.8799
Last change
-0.27 (-0.8956%)
Fund Size (AUM)
₹ 6,672.18 Cr
Performance
11.69% (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/- | 5.66 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.55 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.42 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 2.89 |
| TREPS | 2.89 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 2.5 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 2.5 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 2.18 |
| AMBER ENTERPRISES INDIA LIMITED EQ | 2.04 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 1.94 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 26.72 |
| Healthcare | 9.51 |
| Oil, Gas & Consumable Fuels | 6.91 |
| Consumer Services | 6.34 |
| Information Technology | 6.09 |
| Automobile and Auto Components | 5.97 |
| Fast Moving Consumer Goods | 5.63 |
| Capital Goods | 5.17 |
| Construction Materials | 4.66 |
| Telecommunication | 4.56 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Large and MidCap IDCW | 22.01 |
| Motilal Oswal Large and MidCap Reg Gr | 29.14 |
| Invesco India Large and Mid Cap Gr | 25.29 |
| ICICI Pru Large & MidCap Gr | 28.76 |
| PGIM India Large and Mid Cap Reg Gr | 0.0 |
| Franklin India Equity Advtg Gr | 24.25 |
| Whiteoak Capital Large & Mid Cap Reg Gr | 0.0 |
| UTI Large & Mid Cap Fund Reg Gr | 27.74 |
| Bandhan Large & Mid Cap Reg Gr | 27.93 |
| SBI Large & MidCap Reg Gr | 25.12 |