Sundaram Large And Midcap Regular Plan - Income Distribution Cum Capital Withdrawal (IDCW)
Category: Equity: Large and Mid Cap
Launch Date: 27-02-2007
AUM:
₹ 6,990.73 Cr
Expense Ratio
2.73%
Benchmark
Nifty Large Midcap 250 TRI
ISIN
INF903J01DU9
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 Regular Plan - Income Distribution Cum Capital Withdrawal (IDCW) | 6.2 | 13.06 | 12.28 |
| NIFTY LARGE MIDCAP 250 TRI | 3.49 | 14.42 | 14.38 |
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
30.4422
Last change
0.51 (1.6632%)
Fund Size (AUM)
₹ 6,990.73 Cr
Performance
11.46% (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/- | 4.46 |
| NATIONAL ALUMINIUM COMPANY LIMITED EQ NEW F.V. RS.5/- | 3.94 |
| Shriram Finance Limited | 3.83 |
| ORACLE FINANCIAL SERVICES SOFTWARE LIMITED EQ FV RS.5/- | 3.35 |
| FIVE-STAR BUSINESS FINANCE LIMITED EQ NEW FV RE.1/- | 3.01 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 2.99 |
| ZOMATO LIMITED EQ | 2.98 |
| CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/- | 2.95 |
| Coforge Limited | 2.76 |
| INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- | 2.75 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 25.99 |
| Information Technology | 10.86 |
| Capital Goods | 9.58 |
| Fast Moving Consumer Goods | 7.47 |
| Consumer Services | 5.51 |
| Services | 5.08 |
| Healthcare | 4.35 |
| Automobile and Auto Components | 4.24 |
| Metals & Mining | 3.94 |
| Realty | 3.53 |