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Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

Category: Equity: Large and Mid Cap Launch Date: 27-02-2007
AUM:

₹ 6,031 Cr

Expense Ratio

1.81%

Benchmark

NIFTY Large Midcap 250 TRI

ISIN

INF903J01DU9

Minimum Investment

100.0

Minimum Topup

100.0

Minimum SIP Amount

100

Fund Manager

Madanagopal Ramu, Shalav Saket

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) 7.2 14.97 14.05
NIFTY LARGE MIDCAP 250 TRI 8.87 18.87 16.48
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
29.0404
Last change
-0.05 (-0.1732%)
Fund Size (AUM)
₹ 6,031 Cr
Performance
11.33% (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
Madanagopal Ramu, Shalav Saket
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
HDFC BANK LIMITED EQ NEW FV RE. 1/- 3.72
STATE BANK OF INDIA EQ NEW RE. 1/- 3.66
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- 3.16
ZOMATO LIMITED EQ 3.02
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- 2.66
ICICI BANK LIMITED EQ NEW FV RS. 2/- 2.6
TVS MOTOR COMPANY LIMITED EQ FV RE.1/- 2.59
AMBER ENTERPRISES INDIA LIMITED EQ 2.58
ULTRATECH CEMENT LIMITED EQ 2.54
POLYCAB INDIA LIMITED EQ 2.51

Sector Allocation

Sector Holdings (%)
Financial Services 24.06
Automobile and Auto Components 7.75
Capital Goods 7.7
Consumer Services 6.93
Information Technology 6.17
Healthcare 5.98
Services 4.62
Construction Materials 4.59
Metals & Mining 4.52
Fast Moving Consumer Goods 4.02