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Sundaram Large and Mid Cap Fund(IDCW)

IDCW
35.011.80% (-0.64)

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Sundaram Large and Mid Cap Fund(IDCW)

IDCW
EquityLarge & Mid Cap Fund
Large-size FundAssets Under Mgmt: ₹ 6,917 Cr
Very High RiskPrinciple investment will be at very high risk
35.011.80% (-0.64)

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EquityLarge & Mid Cap Fund
Large-size FundAssets Under Mgmt: ₹ 6,917 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.7450.461.26
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.3448.501.31

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
Nil upto 25% of units and 1% for remaining units on or before 365D Nil after 365D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
NIFTY LargeMidcap 250 - TRI

About Large & Mid Cap Fund

Large & Mid Cap funds diversify investment between large cap and mid cap companies. These are relatively less riskier as compared to large cap funds due to their exposure to mid cap funds also.

Peers & Comparison

Comparing 3 mutual funds from 
EquityLarge & Mid Cap Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Sundaram Large and Mid Cap Fund(IDCW)15.86%9.50%8.98%
Mirae Asset Large & Midcap Fund(IDCW)21.42%6.99%17.55%
SBI Large & Midcap Fund(IDCW-Payout)23.47%19.76%16.00%
Kotak Equity Opp Fund(IDCW-Payout)29.64%22.95%12.80%

Price Comparison

Compare Sundaram Large and Mid Cap Fund(IDCW) with any MF, ETF, stock or index
Compare Sundaram Large and Mid Cap Fund(IDCW) with any MF, ETF, stock or index
Sundaram Large and Mid Cap Fund(IDCW)
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Mutual FundsCash & EquivalentsEquity2.17%2.65%95.18%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

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Sector Distribution

+34 moreOil & Gas - Refining & MarketingAuto PartsPharmaceuticalsIT Services & ConsultingPrivate Banks60.27 %4.83 %5.15 %6.15 %9.85 %13.76 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

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Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 2415.39%14.93%13.49%12.96%12.83%13.76%
Private Banks as a % of total holdings for last six quarters
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Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • HDFC Bank Ltd
    HDFCBANK
    3M change : 0.73 %

    Holdings

    5.04 %

    0.73 %
  • ICICI Bank Ltd
    ICICIBANK
    3M change : 0.35 %

    Holdings

    4.18 %

    0.35 %
  • Reliance Industries Ltd
    RELIANCE
    3M change : -0.40 %

    Holdings

    2.99 %

    -0.40 %

AMC Profile

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).

  • No.of Schemes

    40

  • Total AUM

    ₹ 68,453.40 Cr.

Fund Manager Profile

S. Bharath

AUM:  ₹38,512.10 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 7.11yrs

Ashish Aggarwal

AUM:  ₹10,664.41 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 12yrs

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Opinions and Fund Reviews

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