.
About
Fund Name:
Sundaram large and Mid Cap - Direct Plan - Growth Option
Inception Date:
01-01-2013
Type:
Equity
NAV:
₹108.3312
Expense Ratio:
0.77%
AUM:
₹6,990.73 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):
14.15%
5Y Benchmark Returns (CAGR):
14.25%
3Y Returns (CAGR):
15.30%
3Y Benchmark Returns (CAGR):
14.87%
1Y Returns (CAGR):
6.72%
1Y Benchmark Returns (CAGR):
2.22%
Advanced Ratios
3Y Alpha:
0.51
3Y Beta:
0.97
3Y Sharpe:
0.6
3Y Tracking Error:
4.17
3Y Standard Deviation:
15.95
Holdings
Radico Khaitan Ltd
Oracle Financial Services...
Shriram Finance Ltd
MTAR Technologies Ltd
TD Power Systems Ltd
Cholamandalam Investment and...
Five-Star Business Finance Ltd
InterGlobe Aviation Ltd
National Aluminium Co Ltd
Eternal Ltd
4.78%
4.23%
4.03%
3.61%
3.31%
3.29%
3.27%
3.20%
3.02%
3.01%
Holdings Analysis
Top 10 Holdings:
35.75%
Stocks:
99.90%
Cash:
0.10%
Bond:
0.00%