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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 | 1.65 |
NAV | ₹83.91 | ₹976.97 |
Fund Started | 10 Jan 2007 | 04 Jun 1998 |
Fund Size | ₹6789.22 Cr | ₹23246.14 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
1.65
NAV
₹83.91
₹976.97
Fund Started
10 Jan 2007
04 Jun 1998
Fund Size
₹6789.22 Cr
₹23246.14 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 | 0.69% | 4.09% |
3 Year | 15.03% | 20.38% |
5 Year | 20.78% | 26.36% |
1 Year
0.69%
4.09%
3 Year
15.03%
20.38%
5 Year
20.78%
26.36%
Holding Analysis
Equity | 98.75% | 91.92% |
Cash | 1.25% | 6.97% |
Equity
98.75%
91.92%
Cash
1.25%
6.97%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.65% |
Reliance Industries Ltd. | 4.12% |
ICICI Bank Ltd. | 3.93% |
State Bank of India | 2.79% |
Bharti Airtel Ltd. | 2.54% |
Amber Enterprises India Ltd. | 2.35% |
Axis Bank Ltd. | 2.20% |
Kotak Mahindra Bank Ltd. | 2.04% |
Larsen & Toubro Ltd. | 1.87% |
Infosys Ltd. | 1.78% |
Name | Assets |
|---|---|
Maruti Suzuki India Ltd. | 4.74% |
FSN E-Commerce Ventures Ltd. | 3.81% |
SBI Cards And Payment Services Ltd. | 3.61% |
Axis Bank Ltd. | 3.40% |
Larsen & Toubro Ltd. | 3.26% |
Alkem Laboratories Ltd. | 3.21% |
Sona BLW Precision Forgings Ltd. | 2.95% |
Avenue Supermarts Ltd. | 2.84% |
Reliance Industries Ltd. | 2.78% |
ICICI Bank 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
