Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
Category: Equity: Large and Mid Cap
Launch Date: 27-02-2007
AUM:
₹ 6,892.55 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) | 1.97 | 17.44 | 21.14 |
| NIFTY LARGE MIDCAP 250 TRI | 3.4 | 21.36 | 25.23 |
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
30.9058
Last change
-0.07 (-0.2294%)
Fund Size (AUM)
₹ 6,892.55 Cr
Performance
11.83% (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 |