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
₹33.1998
-1.27%
(25 Apr)
AUM
6,381 Cr
TER
0.86%
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
+9.4%
+9.4%
+9.4%
+7.3%
+6.7%
+4.0%
3Y
+23.9%
+23.9%
+23.9%
+15.3%
+17.4%
+22.6%
5Y
+30.4%
+30.4%
+30.4%
+24.9%
+26.1%
+29.3%
ALL
+15.8%
+15.8%
+15.8%
+15.0%
+15.5%
+21.9%
VOL
17.5%
17.5%
17.5%
16.7%
-
20.5%
TER
0.6%
0.6%
0.6%
0.9%
-
0.5%
AUM
₹7,967 Cr
₹7,967 Cr
₹7,967 Cr
₹6,381 Cr
-
₹8,713 Cr
INFO
0.90
0.90
0.90
0.90
-
1.07
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 31st Mar
Top holdings
HDFC Bank Ltd
5.6%
ICICI Bank Ltd
4.7%
Reliance Industries Ltd
4.1%
Treps
3.0%
State Bank of India
2.8%
Infosys Ltd
2.5%
Bharti Airtel Ltd
2.4%
Sundaram Money Market Dir Gr
2.4%
Kotak Mahindra Bank Ltd
2.3%
Larsen & Toubro Ltd
2.2%
Top industry exposure
Financial Services
25.9%
Consumer Cyclical
13.7%
Industrials
11.2%
Healthcare
9.4%
Energy
6.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
35%
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