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Sundaram Large And Mid Cap Fund Idcw Direct Plan
NAV (Apr 23,2024)
Invest in Sundaram Large and Mid Cap Fund - IDCW - Direct Plan to maximize your returns. With an expense ratio of 0.72%, this fund offers a great opportunity to diversify your portfolio. The fund has a P/E ratio of 46.57 and a P/B ratio of 7.57, indicating potential for growth. With a minimum investment of just ₹100 and no lock-in period, it offers flexibility. Established in 2013, this fund has an AUM of ₹6074.5 crores.
Sundaram Large And Mid Cap Fund Idcw Direct Plan Latest Trend
- 1M
- 2M
- 3M
Sundaram Large And Mid Cap Fund Idcw Direct Plan Latest Trend
Risk Ratios
- P/E Ratio46.57
- P/B Ratio7.57
- Alpha-0.02
- Beta0.94
- Sharpe0.17
- Sortino0.27
Fund Overview
0.72%
0%
No Lock-in
₹ 6074.50 Cr
SIP ₹100.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Apr 24, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 10,548.13 (5.48%) | ₹ 11,925.68 (19.26%) | ₹ 13,952.31 (39.52%) | ₹ 18,012.91 (80.13%) | ₹ 22,642.41 (126.42%) |
₹ 30,000 | ₹ 31,644.39 (5.48%) | ₹ 35,777.04 (19.26%) | ₹ 41,856.93 (39.52%) | ₹ 54,038.73 (80.13%) | ₹ 67,927.23 (126.42%) |
₹ 50,000 | ₹ 52,740.65 (5.48%) | ₹ 59,628.4 (19.26%) | ₹ 69,761.55 (39.52%) | ₹ 90,064.55 (80.13%) | ₹ 1,13,212.05 (126.42%) |
₹ 80,000 | ₹ 84,385.04 (5.48%) | ₹ 95,405.44 (19.26%) | ₹ 1,11,618.48 (39.52%) | ₹ 1,44,103.28 (80.13%) | ₹ 1,81,139.28 (126.42%) |
₹ 1,00,000 | ₹ 1,05,481.3 (5.48%) | ₹ 1,19,256.8 (19.26%) | ₹ 1,39,523.1 (39.52%) | ₹ 1,80,129.1 (80.13%) | ₹ 2,26,424.1 (126.42%) |
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Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- HDFC Bank Ltd5.52%
- ICICI Bank Ltd4.50%
- Reliance Industries Ltd3.70%
- Infosys Ltd3.05%
- Larsen & Toubro Ltd2.68%
- TREPS2.66%
- State Bank of India2.27%
- Axis Bank Ltd2.24%
- Power Finance Corporation Ltd1.86%
- NTPC LTD1.74%
- Varun Beverages Ltd1.68%
- Cholamandalam Investment and Finance Company Ltd1.68%
- Sun Pharmaceutical Industries Ltd1.62%
- Oberoi Realty Ltd1.60%
- Tata Consultancy Services Ltd1.59%
- Container Corporation of India Ltd1.56%
- Zomato Ltd1.55%
- IndusInd Bank Ltd1.53%
- Hindalco Industries Ltd1.52%
- Polycab India Ltd1.45%
- Dixon Technologies India Ltd1.41%
- Bharti Airtel Ltd1.40%
- UNO Minda Ltd1.38%
- Canara Bank1.37%
- Multi Commodity Exchange of India Ltd1.33%
- MphasiS Ltd1.33%
- Ultratech Cement Ltd1.30%
- Sona BLW Precision Forgings Ltd1.27%
- Persistent Systems Ltd1.26%
- United Breweries Ltd1.26%
- LTIMindtree Ltd1.21%
- ITC Ltd1.18%
- Tata Motors Ltd1.16%
- The Federal Bank Ltd1.15%
- Info Edge India Ltd1.12%
- Fortis Health Care Ltd1.10%
- Dr Reddys Laboratories Ltd1.10%
- Hindustan UniLever Ltd1.10%
- Mold Tek Packaging Ltd1.07%
- Metro Brands Ltd1.07%
- ABB India Ltd1.04%
- Titan Company Ltd1.03%
- Divis Laboratories Ltd1.03%
- FSN E Commerce Ventures Ltd NYKAA1.00%
- Bajaj Finance Ltd1.00%
- Tube Investments of India Ltd0.99%
- Dalmia Cement Bharat Ltd0.94%
- Schaeffler India Ltd0.93%
- Ashok Leyland Ltd0.93%
- Tata Steel Ltd0.92%
- Astral Ltd0.89%
- Bharat Heavy Electricals Ltd0.89%
- Lupin Ltd0.87%
- The Indian Hotels Company Ltd0.87%
- Aurobindo Pharma Ltd0.86%
- PI Industries Ltd0.85%
- Avenue Supermarts Ltd0.83%
- Max Financial Services Ltd0.79%
- Cummins India Ltd0.78%
- Maruti Suzuki India Ltd0.76%
- Bharat Forge Ltd0.75%
- REC Ltd0.75%
- Kajaria Ceramics Ltd0.74%
- TCI Express Ltd0.72%
- Sundram Fasteners Ltd0.67%
- DOMS Industries Ltd0.66%
- Alkem Laboratories Ltd0.64%
- Triveni Turbine Ltd0.62%
- Navin Fluorine International Ltd0.62%
- Bajaj Finserv Ltd0.61%
- Bank of India0.60%
- Kirloskar Oil Engines Ltd0.55%
- Relaxo Footwears Ltd0.52%
- Vedant Fashions Ltd0.51%
- SRF Ltd0.49%
- Laurus Labs Ltd0.47%
- Page Industries Ltd0.44%
- Mankind Pharma Ltd0.36%
- Cash and Other Net Current Assets0.27%
- JSW Infrastructure Ltd0.26%
- Bank - Private14.93%
- IT - Software8.44%
- Bank - Public4.23%
- Refineries3.70%
- Miscellaneous2.93%
- Finance - NBFC2.68%
- Auto Ancillary2.65%
- Finance Term Lending2.61%
- e-Commerce2.55%
- Logistics2.29%
- Plastic Products1.97%
- Retailing1.89%
- Consumer Food1.68%
- Metal - Non Ferrous1.52%
- Cable1.45%
- Cigarettes/Tobacco1.18%
- BPO/ITeS1.12%
- Chemicals1.11%
- Electric Equipment1.04%
- Diamond & Jewellery1.03%
- Cycles0.99%
- Textile0.96%
- Bearings0.93%
- Finance - Others0.79%
- Diesel Engines0.78%
- Forgings0.75%
- Fasteners0.67%
- Finance - Investment0.61%
- Footwear0.52%
- Port0.26%
Holdings Analysis
Fund Managers
Mr. Ravi GopalakrishnanHead - Equity
Mr. Ravi Gopalakrishnan Over 20 years of experience in managing/advising portfolios for institutional and individual investors and , handling research function. His previous expereinces includes ED & CIO-Equities with Pramerica Asset Managers Private Limited, Portfolio Advisor with Hudson Fairfax Group, USA, Head - Portfolio Management Services with Principal PNB Asset Management, Fund Manager - Equities with Sun F&C asset Management Ltd.
Mr. Ashish AgarwalFund Manager
Mr. Agrawal has over 12 years of experience as Sales Trader servicing FII/FPIs, Insurance companies and Mutual Funds in the Institutional Equities broking business across multiple organizations. Prior to joining Motilal Oswal Asset Management Company Ltd., he was Vice President - Sales Trader at Citigroup Global Markets Ltd. Earlier, he has worked as an Associate Director with RBS Equities India Limited between 2009-10 and worked as Senior Manager - Institutional Equities, with Edelweiss Capital between 2005 to 2009.Mr. Agrawal, is a PGDBM (Finance) from Institute of Management Technology, Ghaziabad and Bachelor of Commerce from University of Lucknow.
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Sundaram Large and Mid Cap Fund - IDCW - Direct Plan
Sundaram Large and Mid Cap Fund - IDCW - Direct Plan
Sundaram Large and Mid Cap Fund - IDCW - Direct Plan
Sundaram Large and Mid Cap Fund - IDCW - Direct Plan
Sundaram Large and Mid Cap Fund - IDCW - Direct Plan
Sundaram Large and Mid Cap Fund - IDCW - Direct Plan
Sundaram Large and Mid Cap Fund - IDCW - Direct Plan
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