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About
Fund Name:
Sundaram large and Mid Cap - Direct Plan - Growth Option
Inception Date:
01-01-2013
Type:
Type:
NAV:
₹14.84
Expense Ratio:
0.70%
AUM:
₹6,574.82 Cr
Min SIP:
₹100
Fund Manager:
Madanagopal Ramu
Fund Benchmark:
Nifty LargeMidcap 250 TR INR
Exit Load:
1.00% - 0-365 days; 0.00% - >365 days
Fund Objective
To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
Returns
5Y Returns (CAGR):
15.49%
5Y Benchmark Returns (CAGR):
16.03%
3Y Returns (CAGR):
15.35%
3Y Benchmark Returns (CAGR):
17.21%
1Y Returns (CAGR):
1.98%
1Y Benchmark Returns (CAGR):
2.43%
Advanced Ratios
3Y Alpha:
-1.18
3Y Beta:
0.97
3Y Sharpe:
0.63
3Y Tracking Error:
3.65
3Y Standard Deviation:
16.03
Holdings
Shriram Finance Ltd
State Bank of India
Oracle Financial Services...
National Aluminium Co Ltd
Radico Khaitan Ltd
Larsen & Toubro Ltd
Eternal Ltd
InterGlobe Aviation Ltd
FSN E-Commerce Ventures Ltd
Bharti Airtel Ltd
3.86%
3.66%
3.33%
3.16%
3.00%
3.00%
2.99%
2.72%
2.60%
2.58%
Holdings Analysis
Top 10 Holdings:
30.90%
Stocks:
92.76%
Cash:
7.24%
Bond:
0.00%