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

Sundaram Large & Mid Cap Growth Direct Plan

NAV
₹94.3690
+0.64%
(24 Jun)
AUM
6,671 Cr
TER
0.78%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
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Compare with other fund
1Y
+15.1%
+14.5%
+8.1%
+7.7%
+4.9%
+3.4%
3Y
+35.9%
+31.8%
+27.7%
+30.6%
+24.0%
+22.0%
5Y
+31.1%
+27.1%
+28.3%
+29.2%
+25.3%
+23.5%
ALL
+25.6%
+18.7%
+15.5%
+16.5%
+15.5%
+15.6%
VOL
19.8%
15.8%
15.7%
16.1%
-
15.5%
TER
0.7%
0.7%
1.1%
0.6%
-
0.8%
AUM
₹10,840 Cr
₹7,274 Cr
₹4,544 Cr
₹9,107 Cr
-
₹6,671 Cr
INFO
1.29
1.19
0.99
1.03
-
1.00
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 May
Top holdings
HDFC Bank Ltd
5.7%
ICICI Bank Ltd
4.6%
Reliance Industries Ltd
4.4%
State Bank of India
2.9%
Treps
2.9%
Bharti Airtel Ltd
2.5%
Axis Bank Ltd
2.5%
Kotak Mahindra Bank Ltd
2.2%
Amber Enterprises India Ltd Ordinary Shares
2.0%
Larsen & Toubro Ltd
1.9%
Top industry exposure
Financial Services
26.7%
Consumer Cyclical
14.7%
Healthcare
9.5%
Industrials
9.4%
Energy
6.9%
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