Sundaram Large And Midcap Fund Regular Plan - Growth
Category: Equity: Large and Mid Cap
Launch Date: 10-02-2007
AUM:
7,221.67 Cr
Expense Ratio
2.52%
Benchmark
Nifty Large Midcap 250 TRI
ISIN
INF903J01DT1
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Madanagopal Ramu, Shalav Saket
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Large And Midcap Fund Regular Plan - Growth | 13.52 | 16.06 | 13.0 |
| NIFTY LARGE MIDCAP 250 TRI | 7.14 | 15.01 | 14.25 |
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
95.2546
Last change
0.02 (0.0244%)
Fund Size (AUM)
₹ 7,221.67 Cr
Performance
14.22% (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. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or Trustees by the Asset management Company.
Fund Manager
Madanagopal Ramu, Shalav Saket
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| RADICO KHAITAN LIMITED EQ NEW FV RS. 2/- | 4.78 |
| ORACLE FINANCIAL SERVICES SOFTWARE LIMITED EQ FV RS.5/- | 4.23 |
| Shriram Finance Limited | 4.03 |
| MTAR TECHNOLOGIES LIMITED EQ | 3.61 |
| TD POWER SYSTEMS LIMITED EQ NEW FV RS.2/- | 3.31 |
| CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/- | 3.29 |
| FIVE-STAR BUSINESS FINANCE LIMITED EQ NEW FV RE.1/- | 3.27 |
| INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- | 3.2 |
| NATIONAL ALUMINIUM COMPANY LIMITED EQ NEW F.V. RS.5/- | 3.02 |
| ZOMATO LIMITED EQ | 3.01 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 27.75 |
| Capital Goods | 15.29 |
| Information Technology | 11.84 |
| Fast Moving Consumer Goods | 6.76 |
| Consumer Services | 5.88 |
| Services | 5.52 |
| Automobile and Auto Components | 4.12 |
| Realty | 3.79 |
| Construction Materials | 3.24 |
| Metals & Mining | 3.02 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Large And Midcap Gr | 13.0 |
| HSBC Large And Mid Cap Gr | 14.85 |
| Quant Large & Midcap Gr | 15.76 |
| Motilal Oswal Large And Midcap Reg Gr | 18.22 |
| Bank Of India Large & Mid Cap Fund Eco Plan Gr | 12.73 |
| Invesco India Large And Mid Cap Gr | 17.25 |
| Bank Of India Large & Mid Cap Fund Reg Plan Gr | 12.05 |
| ABSL Large & Mid Cap Fund Reg Gr | 9.1 |
| Axis Large & Mid Cap Fund Reg Gr | 12.89 |
| Union Large & Midcap Reg Gr | 12.34 |