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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 | 1.64 |
NAV | ₹88.03 | ₹1040.07 |
Fund Started | 10 Jan 2007 | 04 Jun 1998 |
Fund Size | ₹6740.02 Cr | ₹24424.21 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
1.64
NAV
₹88.03
₹1040.07
Fund Started
10 Jan 2007
04 Jun 1998
Fund Size
₹6740.02 Cr
₹24424.21 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 | 4.22% | 9.21% |
3 Year | 16.30% | 21.27% |
5 Year | 21.10% | 27.81% |
1 Year
4.22%
9.21%
3 Year
16.30%
21.27%
5 Year
21.10%
27.81%
Holding Analysis
Equity | 97.44% | 95.70% |
Cash | 2.56% | 3.55% |
Equity
97.44%
95.70%
Cash
2.56%
3.55%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.36% |
Reliance Industries Ltd. | 4.07% |
ICICI Bank Ltd. | 3.60% |
State Bank of India | 3.07% |
Bharti Airtel Ltd. | 2.51% |
Amber Enterprises India Ltd. | 2.28% |
UNO Minda Ltd. | 2.20% |
Kotak Mahindra Bank Ltd. | 2.07% |
Infosys Ltd. | 2.05% |
Axis Bank Ltd. | 2.01% |
Name | Assets |
|---|---|
Axis Bank Ltd. | 5.71% |
Maruti Suzuki India Ltd. | 4.26% |
SBI Cards And Payment Services Ltd. | 4.16% |
FSN E-Commerce Ventures Ltd. | 3.78% |
Alkem Laboratories Ltd. | 2.88% |
Larsen & Toubro Ltd. | 2.83% |
Infosys Ltd. | 2.71% |
Sona BLW Precision Forgings Ltd. | 2.69% |
Reliance Industries Ltd. | 2.60% |
Avenue Supermarts Ltd. | 2.52% |
Fund Manager
Name | Ravi Gopalakrishnan | Ihab Dalwai |
Start Date | 16 May 2022 | 06 May 2025 |
Name
Ravi Gopalakrishnan
Ihab Dalwai
Start Date
16 May 2022
06 May 2025
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