- ProductsInvestment SuiteExclusiveFeatures
- PlatformTrading PlatformsFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketStocksIndicesMutual FundsIPO
- LearnStockshaalaResourceInvesting GuideEvents
- Partner
- Support
Products
Platform
Research
Market
Learn
Compare Sundaram Large and Mid Cap Fund vs HDFC Large and Mid Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 2.0 | 4.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.81 | 1.66 |
NAV | ₹79.87 | ₹315.23 |
Fund Started | 10 Jan 2007 | 06 Jan 1994 |
Fund Size | ₹6380.97 Cr | ₹23379.95 Cr |
Exit Load | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. | Exit load of 1% if redeemed within 1 year |
Risk
Very High
Very High
Rating
2.0
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.81
1.66
NAV
₹79.87
₹315.23
Fund Started
10 Jan 2007
06 Jan 1994
Fund Size
₹6380.97 Cr
₹23379.95 Cr
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Exit load of 1% if redeemed within 1 year
Returns
1 Year | 5.93% | 5.64% |
3 Year | 16.29% | 20.76% |
5 Year | 24.22% | 29.61% |
1 Year
5.93%
5.64%
3 Year
16.29%
20.76%
5 Year
24.22%
29.61%
Holding Analysis
Equity | 94.58% | 98.31% |
Cash | 5.42% | 1.69% |
Equity
94.58%
98.31%
Cash
5.42%
1.69%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.56% |
ICICI Bank Ltd. | 4.70% |
Reliance Industries Ltd. | 4.08% |
State Bank of India | 2.78% |
Infosys Ltd. | 2.46% |
Bharti Airtel Ltd. | 2.44% |
Kotak Mahindra Bank Ltd. | 2.31% |
Larsen & Toubro Ltd. | 2.19% |
Amber Enterprises India Ltd. | 1.95% |
Alkem Laboratories Ltd. | 1.91% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.34% |
ICICI Bank Ltd. | 3.98% |
Infosys Ltd. | 2.24% |
Axis Bank Ltd. | 2.00% |
Mphasis Ltd. | 1.64% |
Bharti Airtel Ltd. | 1.58% |
Kotak Mahindra Bank Ltd. | 1.56% |
Fortis Healthcare Ltd. | 1.41% |
State Bank of India | 1.39% |
Tata Consultancy Services Ltd. | 1.29% |
Fund Manager
Name | Ravi Gopalakrishnan | Gopal Agrawal |
Start Date | 16 May 2022 | 29 Jul 2022 |
Name
Ravi Gopalakrishnan
Gopal Agrawal
Start Date
16 May 2022
29 Jul 2022
About Fund
Description | The scheme seeks capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks | The scheme seeks to generate long term capital appreciation/income from a portfolio, predominantly invested in equity and equity related instruments. |
Launch Date | 10 Jan 2007 | 06 Jan 1994 |
Description
The scheme seeks capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
The scheme seeks to generate long term capital appreciation/income from a portfolio, predominantly invested in equity and equity related instruments.
Launch Date
10 Jan 2007
06 Jan 1994