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

Sundaram Large & Mid Cap IDCW Reinvest Direct Plan

NAV
₹34.1150
-0.03%
(15 Dec)
AUM
7,047 Cr
TER
0.77%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
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Compare with other fund
1Y
+4.0%
+4.0%
+0.5%
+0.4%
-4.1%
-4.1%
3Y
+24.2%
+24.2%
+18.0%
+16.1%
+24.8%
+24.8%
5Y
+22.1%
+22.1%
+19.5%
+18.4%
+25.0%
+25.0%
ALL
+18.1%
+18.1%
+13.8%
+15.0%
+23.1%
+23.1%
VOL
19.5%
19.5%
-
16.6%
20.0%
20.0%
TER
0.6%
0.6%
-
0.8%
0.7%
0.7%
AUM
₹9,406 Cr
₹9,406 Cr
-
₹7,047 Cr
₹15,146 Cr
₹15,146 Cr
INFO
0.93
0.93
-
0.91
1.15
1.15
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 Reinvest (DR)
₹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 Nov
Top holdings
HDFC Bank Ltd
5.8%
Reliance Industries Ltd
4.5%
State Bank of India
3.3%
ICICI Bank Ltd
2.9%
Treps
2.8%
Bharti Airtel Ltd
2.7%
Infosys Ltd
2.7%
Axis Bank Ltd
2.5%
Kotak Mahindra Bank Ltd
2.1%
Mahindra & Mahindra Financial Services Ltd
2.1%
Top industry exposure
Financial Services
29.3%
Consumer Cyclical
13.5%
Industrials
11.2%
Healthcare
9.7%
Basic Materials
7.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
431%
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