logo

Sundaram Large And Midcap Regular Plan - Income Distribution Cum Capital Withdrawal (IDCW)

Category: Equity: Large and Mid Cap Launch Date: 27-02-2007
AUM:

₹ 7,131.29 Cr

Expense Ratio

2.36%

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) -5.27 10.85 8.06
NIFTY LARGE MIDCAP 250 TRI -7.04 11.37 9.93
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
28.4315
Last change
0.24 (0.8582%)
Fund Size (AUM)
₹ 7,131.29 Cr
Performance
10.92% (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/- 5.19
LENSKART SOLUTIONS PRIVATE LIMITED EQ 4.67
ZOMATO LIMITED EQ 4.11
MTAR TECHNOLOGIES LIMITED EQ 3.84
ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- 3.73
Shriram Finance Limited 3.73
KALYAN JEWELLERS INDIA LIMITED EQ 3.41
FIVE-STAR BUSINESS FINANCE LIMITED EQ NEW FV RE.1/- 3.28
TD Power Systems Limited 3.27
UJJIVAN SMALL FINANCE BANK LIMITED EQ 3.2

Sector Allocation

Sector Holdings (%)
Financial Services 26.13
Capital Goods 16.15
Consumer Services 11.68
Information Technology 9.86
Automobile and Auto Components 7.33
Fast Moving Consumer Goods 5.19
Services 4.89
Realty 3.6
Consumer Durables 3.41
Construction 2.89

Peer Comparison

Scheme Name 5Y (%)
Sundaram Large And Midcap IDCW 8.06