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Sundaram Large and Midcap Fund Regular Plan - Growth

Category: Equity: Large and Mid Cap Launch Date: 10-02-2007
AUM:

₹ 6,740.02 Cr

Expense Ratio

1.8%

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 3.07 16.77 20.55
NIFTY LARGE MIDCAP 250 TRI 5.64 19.83 23.38
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
87.5189
Last change
-0.32 (-0.3643%)
Fund Size (AUM)
₹ 6,740.02 Cr
Performance
14.35% (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/- 5.36
RELIANCE INDUSTRIES LIMITED EQ 4.07
ICICI BANK LIMITED EQ NEW FV RS. 2/- 3.6
STATE BANK OF INDIA EQ NEW RE. 1/- 3.07
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- 2.51
AMBER ENTERPRISES INDIA LIMITED EQ 2.28
UNO MINDA LIMITED EQ NEW FV RS. 2/- 2.2
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- 2.07
INFOSYS LIMITED EQ FV RS 5 2.05
AXIS BANK LIMITED EQ NE FV RS. 2/- 2.01

Sector Allocation

Sector Holdings (%)
Financial Services 26.63
Healthcare 10.26
Oil, Gas & Consumable Fuels 6.69
Automobile and Auto Components 6.65
Capital Goods 6.17
Consumer Services 5.99
Information Technology 4.91
Fast Moving Consumer Goods 4.7
Telecommunication 4.59
Construction Materials 4.53