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

Sundaram Large & Mid Cap IDCW Payout Direct Plan

NAV
₹34.3601
+0.40%
(4 Jun)
AUM
6,550 Cr
TER
0.76%
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
+23.3%
+23.3%
+12.0%
+12.0%
+6.7%
+3.9%
3Y
+31.9%
+31.9%
+27.0%
+27.0%
+21.2%
+18.6%
5Y
+32.2%
+32.2%
+30.0%
+30.0%
+25.7%
+23.8%
ALL
+25.4%
+25.4%
+16.1%
+16.1%
+15.7%
+15.2%
VOL
20.5%
20.5%
17.5%
17.5%
-
16.7%
TER
0.7%
0.7%
0.6%
0.6%
-
0.8%
AUM
₹9,176 Cr
₹9,176 Cr
₹8,408 Cr
₹8,408 Cr
-
₹6,550 Cr
INFO
1.24
1.24
0.92
0.92
-
0.91
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 IDCW Payout (DP)
₹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
HDFC Bank Ltd
5.7%
ICICI Bank Ltd
4.6%
Reliance Industries Ltd
4.5%
State Bank of India
2.8%
Bharti Airtel Ltd
2.6%
Kotak Mahindra Bank Ltd
2.3%
Sundaram Liquid Dir Gr
2.3%
Infosys Ltd
2.3%
Axis Bank Ltd
2.0%
Alkem Laboratories Ltd
2.0%
Top industry exposure
Financial Services
25.9%
Consumer Cyclical
13.9%
Healthcare
10.1%
Industrials
10.0%
Energy
6.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
39%
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