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
₹32.4064
+0.06%
(19 Apr)
AUM
6,118 Cr
TER
0.73%
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
+65.1%
+65.1%
+45.2%
+45.2%
+40.4%
+36.6%
3Y
+31.9%
+31.9%
+31.7%
+31.7%
+21.2%
+20.0%
5Y
+26.8%
+26.8%
NA
NA
+17.9%
+16.9%
ALL
+18.3%
+18.3%
+34.9%
+34.9%
+15.4%
+15.5%
VOL
16.3%
16.3%
15.8%
15.8%
-
16.6%
TER
0.8%
0.8%
0.9%
0.9%
-
0.7%
AUM
₹2,110 Cr
₹2,110 Cr
₹1,108 Cr
₹1,108 Cr
-
₹6,118 Cr
INFO
1.12
1.12
2.21
2.21
-
0.93
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 29th Feb
Top holdings
ICICI Bank Ltd
4.6%
HDFC Bank Ltd
4.5%
Reliance Industries Ltd
4.2%
State Bank of India
2.9%
Larsen & Toubro Ltd
2.6%
Infosys Ltd
2.3%
Axis Bank Ltd
1.9%
Zomato Ltd
1.9%
Tata Consultancy Services Ltd
1.9%
Sun Pharmaceuticals Industries Ltd
1.8%
Top industry exposure
Financial Services
26.9%
Industrials
16.2%
Consumer Cyclical
15.1%
Healthcare
9.7%
Technology
9.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
30%
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