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Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

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

₹ 6,574.82 Cr

Expense Ratio

9.43%

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) 0.85 12.82 12.18
NIFTY LARGE MIDCAP 250 TRI 1.48 16.16 14.26
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
28.4476
Last change
-0.06 (-0.206%)
Fund Size (AUM)
₹ 6,574.82 Cr
Performance
11.16% (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 (%)
Shriram Finance Limited 3.86
STATE BANK OF INDIA EQ NEW RE. 1/- 3.66
ORACLE FINANCIAL SERVICES SOFTWARE LIMITED EQ FV RS.5/- 3.33
NATIONAL ALUMINIUM COMPANY LIMITED EQ NEW F.V. RS.5/- 3.16
RADICO KHAITAN LIMITED EQ NEW FV RS. 2/- 3.0
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- 3.0
ZOMATO LIMITED EQ 2.99
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- 2.72
Margin Money For Derivatives 2.66
FSN E-COMMERCE VENTURES LIMITED EQ NEW FV RE.1/- 2.6

Sector Allocation

Sector Holdings (%)
Financial Services 12.66
Information Technology 4.23
Capital Goods 3.77
Consumer Services 3.68
Fast Moving Consumer Goods 2.98
Services 2.58
Power 1.99
Healthcare 1.92
Construction Materials 1.9
Realty 1.82

Peer Comparison

Scheme Name 5Y (%)
Sundaram Large and MidCap IDCW 12.18