SUNDARAM LARGE AND MID CAP FUND - DIRECT GROWTH
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

SUNDARAM LARGE AND MID CAP FUND - DIRECT GROWTH

NAV
₹63.3498
+0.51%
(2 Jun)
AUM
5,024 Cr
TER
0.76%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+24.7%
+19.8%
+18.1%
+17.3%
+14.9%
+13.7%
3Y
+30.6%
+31.5%
+33.1%
+32.2%
+27.0%
+26.9%
5Y
NA
+15.3%
+14.4%
+15.1%
+13.0%
+12.1%
ALL
+20.2%
+16.7%
+12.0%
+15.1%
+14.6%
+18.8%
VOL
20.2%
15.7%
16.9%
16.0%
15.8%
-
TER
0.7%
NA
1.1%
1.1%
0.8%
-
AUM
₹1,543 Cr
₹10,512 Cr
₹8,589 Cr
₹7,364 Cr
₹5,024 Cr
-
INFO
1.00
1.06
0.71
0.94
0.92
-
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 30th Apr
Top holdings
ICICI Bank Ltd
5.2%
Reverse Repo
4.4%
Reliance Industries Ltd
4.2%
HDFC Bank Ltd
4.1%
Infosys Ltd
3.2%
State Bank of India
2.7%
Larsen & Toubro Ltd
2.4%
Axis Bank Ltd
2.3%
Housing Development Finance Corp Ltd
2.3%
Sona BLW Precision Forgings Ltd
2.0%
Top industry exposure
Financial Services
27.1%
Consumer Cyclical
16.2%
Industrials
13.8%
Technology
8.7%
Basic Materials
7.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
27%
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)
Ravi Gopalakrishnan
Ashish Aggarwal

FAQs