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Sundaram Large and Midcap Fund Regular Plan - Growth

Category: Equity: Large and Mid Cap Launch Date: 10-02-2007
AUM:

6,868.35 Cr

Expense Ratio

1.81%

Benchmark

NIFTY Large Midcap 250 TRI

ISIN

INF903J01DT1

Minimum Investment

100.0

Minimum Topup

100.0

Minimum SIP Amount

100

Fund Manager

FM1- Mr. Bharath S, FM2- Mr. Shalav Saket(Overseas Securities)

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Sundaram Large and Midcap Fund Regular Plan - Growth 6.76 16.57 14.28
NIFTY LARGE MIDCAP 250 TRI 9.27 19.21 16.56
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
85.1127
Last change
0.79 (0.9264%)
Fund Size (AUM)
₹ 6,868.35 Cr
Performance
13.8% (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
FM1- Mr. Bharath S, FM2- Mr. Shalav Saket(Overseas Securities)
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
HDFC BANK LIMITED EQ NEW FV RE. 1/- 4.98
RELIANCE INDUSTRIES LIMITED EQ 4.06
STATE BANK OF INDIA EQ NEW RE. 1/- 3.94
AXIS BANK LIMITED EQ NE FV RS. 2/- 3.27
ICICI BANK LIMITED EQ NEW FV RS. 2/- 2.61
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- 2.46
AMBER ENTERPRISES INDIA LIMITED EQ 2.38
INFOSYS LIMITED EQ FV RS 5 2.27
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- 2.18
MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD EQ NEW FV RS.2/- 2.17

Sector Allocation

Sector Holdings (%)
Financial Services 29.63
Healthcare 9.97
Capital Goods 7.54
Oil, Gas & Consumable Fuels 6.35
Automobile and Auto Components 5.95
Fast Moving Consumer Goods 4.76
Consumer Services 4.73
Information Technology 4.49
Telecommunication 3.82
Consumer Durables 3.21