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Compare Sundaram Large and Mid Cap Fund vs ICICI Prudential Large & 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 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.81 | 1.67 |
NAV | ₹79.87 | ₹948.90 |
Fund Started | 10 Jan 2007 | 04 Jun 1998 |
Fund Size | ₹6380.97 Cr | ₹20352.47 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 month. |
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.81
1.67
NAV
₹79.87
₹948.90
Fund Started
10 Jan 2007
04 Jun 1998
Fund Size
₹6380.97 Cr
₹20352.47 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 month.
Returns
1 Year | 5.93% | 10.66% |
3 Year | 16.29% | 22.52% |
5 Year | 24.22% | 30.60% |
1 Year
5.93%
10.66%
3 Year
16.29%
22.52%
5 Year
24.22%
30.60%
Holding Analysis
Equity | 94.58% | 93.15% |
Cash | 5.42% | 6.11% |
Equity
94.58%
93.15%
Cash
5.42%
6.11%
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 |
|---|---|
Maruti Suzuki India Ltd. | 5.45% |
FSN E-Commerce Ventures Ltd. | 4.48% |
ICICI Bank Ltd. | 3.78% |
SBI Cards And Payment Services Ltd. | 3.59% |
Avenue Supermarts Ltd. | 3.21% |
Larsen & Toubro Ltd. | 3.01% |
Axis Bank Ltd. | 2.62% |
Alkem Laboratories Ltd. | 2.62% |
Motherson Sumi Wiring India Ltd. | 2.61% |
Page Industries Ltd. | 2.53% |
Fund Manager
Name | Ravi Gopalakrishnan | Ihab Dalwai |
Start Date | 16 May 2022 | 29 Jan 2018 |
Name
Ravi Gopalakrishnan
Ihab Dalwai
Start Date
16 May 2022
29 Jan 2018
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 from a portfolio that is invested predominantly in equity and equity related securities of large-cap and mid-cap companies. |
Launch Date | 10 Jan 2007 | 04 Jun 1998 |
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 from a portfolio that is invested predominantly in equity and equity related securities of large-cap and mid-cap companies.
Launch Date
10 Jan 2007
04 Jun 1998