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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 | 1.66 |
NAV | ₹83.44 | ₹989.51 |
Fund Started | 10 Jan 2007 | 04 Jun 1998 |
Fund Size | ₹6671.01 Cr | ₹21656.65 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
1.66
NAV
₹83.44
₹989.51
Fund Started
10 Jan 2007
04 Jun 1998
Fund Size
₹6671.01 Cr
₹21656.65 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 | 2.24% | 8.07% |
3 Year | 21.48% | 26.82% |
5 Year | 23.10% | 28.91% |
1 Year
2.24%
8.07%
3 Year
21.48%
26.82%
5 Year
23.10%
28.91%
Holding Analysis
Equity | 96.32% | 94.73% |
Cash | 3.68% | 4.56% |
Equity
96.32%
94.73%
Cash
3.68%
4.56%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.66% |
ICICI Bank Ltd. | 4.55% |
Reliance Industries Ltd. | 4.42% |
State Bank of India | 2.89% |
Bharti Airtel Ltd. | 2.50% |
Axis Bank Ltd. | 2.50% |
Kotak Mahindra Bank Ltd. | 2.18% |
Amber Enterprises India Ltd. | 2.04% |
Larsen & Toubro Ltd. | 1.94% |
Alkem Laboratories Ltd. | 1.93% |
Name | Assets |
|---|---|
Maruti Suzuki India Ltd. | 4.91% |
Larsen & Toubro Ltd. | 4.11% |
FSN E-Commerce Ventures Ltd. | 3.97% |
ICICI Bank Ltd. | 3.49% |
SBI Cards And Payment Services Ltd. | 3.47% |
Axis Bank Ltd. | 3.14% |
Alkem Laboratories Ltd. | 2.77% |
Motherson Sumi Wiring India Ltd. | 2.64% |
Avenue Supermarts Ltd. | 2.59% |
Reliance Industries Ltd. | 2.56% |
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