investment@revazcapital.com
+91 22 42889999
Sundaram Large and Midcap Fund Regular Plan - Growth
Category: Equity: Large and Mid Cap
Launch Date: 10-02-2007
AUM:
₹ 7,048.03 Cr
Expense Ratio
1.81%
Benchmark
NIFTY Large Midcap 250 TRI
ISIN
INF903J01DT1
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
FM 1- Mr. Bharath S; FM 2 - Mr. Ashish Aggarwal;
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Large and Midcap Fund Regular Plan - Growth | 4.13 | 15.99 | 15.64 |
| NIFTY LARGE MIDCAP 250 TRI | 8.43 | 19.43 | 18.3 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
86.5928
Last change
-0.83 (-0.954%)
Fund Size (AUM)
₹ 7,048.03 Cr
Performance
14.12% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or Trustees by the Asset management Company.
Fund Manager
FM 1- Mr. Bharath S; FM 2 - Mr. Ashish Aggarwal;
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 5.76 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.47 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.3 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 2.89 |
| TREPS | 2.78 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 2.68 |
| INFOSYS LIMITED EQ FV RS 5 | 2.66 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 2.45 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 2.11 |
| MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD EQ NEW FV RS.2/- | 2.1 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 29.28 |
| Healthcare | 9.7 |
| Oil, Gas & Consumable Fuels | 6.98 |
| Capital Goods | 6.74 |
| Automobile and Auto Components | 6.11 |
| Information Technology | 5.65 |
| Consumer Services | 4.71 |
| Fast Moving Consumer Goods | 4.33 |
| Telecommunication | 4.12 |
| Consumer Durables | 3.03 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Large and MidCap Gr | 15.64 |
| ICICI Pru Large & MidCap Gr | 21.78 |
| SBI Large & MidCap Reg Gr | 18.47 |
| Helios Large & Mid Cap Fund Reg Gr | 0.0 |
| Mirae Asset Large & Midcap Fund Reg Plan Gr | 16.01 |
| Whiteoak Capital Large & Mid Cap Reg Gr | 0.0 |
| DSP Large & Mid Cap Reg Gr | 17.86 |
| Bandhan Large & Mid Cap Reg Gr | 20.43 |
| UTI Large & Mid Cap Fund Reg Gr | 20.35 |
| Kotak Large & Midcap Fund Gr Reg | 17.54 |
