Sundaram Large & Mid Cap Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Large & Mid Cap Growth Direct Plan

NAV
₹88.4136
-1.28%
(10 Feb)
AUM
6,913 Cr
TER
0.74%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+23.5%
+21.6%
+16.1%
+15.4%
+13.0%
+11.4%
3Y
+23.0%
+21.0%
+21.5%
+22.6%
+14.6%
+15.7%
5Y
+23.6%
+20.4%
+23.6%
+22.5%
+17.3%
+19.0%
ALL
+25.0%
+18.3%
+17.1%
+16.4%
+15.7%
+15.1%
VOL
19.4%
15.6%
15.5%
16.1%
15.5%
-
TER
0.5%
0.7%
0.8%
0.6%
0.7%
-
AUM
₹8,447 Cr
₹6,712 Cr
₹17,680 Cr
₹7,641 Cr
₹6,913 Cr
-
INFO
1.29
1.17
1.10
1.02
1.01
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Large & Mid Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Dec
Top holdings
HDFC Bank Ltd
5.0%
ICICI Bank Ltd
4.1%
Reliance Industries Ltd
3.0%
Zomato Ltd
2.8%
Infosys Ltd
2.7%
State Bank of India
2.6%
Sundaram Liquid Dir Gr
2.2%
Larsen & Toubro Ltd
2.2%
Bharti Airtel Ltd
2.1%
Treps
2.0%
Top industry exposure
Financial Services
21.9%
Consumer Cyclical
16.9%
Industrials
13.5%
Healthcare
10.2%
Technology
7.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
40%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
Fund manager(s)
S. Bharath
Ashish Aggarwal

FAQs