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Sundaram Large And Mid Cap Fund Regular Idcw Reinvestment

Equity | Large & Mid Cap

(NAV as of 31/10/2024)
30.56 (-0.07)

3Y Returns

6.27%

Min SIP

100

Min Lumpsum

100

Expense Ratio

1.91%

Fund Size

5240 Cr

Inception Date

27-Feb-07

Fund Manager

Ravi Gopalakrishnan

Exit Load

Nil upto 25% of units and 1% for remaining units on or before 365D, Nil after 365D.

Wealthzi View

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

94.19%

Debt & Others

5.81%

Market Cap Allocation

Large Cap

53.58%

Mid Cap

35.75%

Small Cap

5.63%

Other Cap

5.05%

Sector Allocation

Banks

18.57%

Automobiles

8.01%

Internet and Technology

7.70%

Pharmaceuticals

7.66%

Finance

6.08%

Top Ten Holdings

HDFC Bank Ltd

4.75%

ICICI Bank Ltd

4.66%

Reliance Industries Ltd

4.11%

Larsen & Toubro Ltd

2.66%

Infosys Ltd

2.34%

Investment Objective

To Seek Capital Appreciation By Investing Predominantly In Equity And Equity Related Instruments In Large And Mid Cap Stock.

Fund House Detail

AMC Name

Sundaram Asset Management Company Limited

Address

Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai - 600 014.

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