What is the current price / NAV of Sundaram Large and Mid Cap Fund(IDCW)?
The current NAV of Sundaram Large and Mid Cap Fund(IDCW) is ₹33.20, as of 25th April 2025.What are the returns of Sundaram Large and Mid Cap Fund(IDCW)?
The Sundaram Large and Mid Cap Fund(IDCW) was launched on 2nd January 2013. This mutual fund's past returns are as follows:- 1 Year Returns: -0.10%
- 3 Year Returns: 7.49%
- 5 Year Returns: 18.21%
What are the top 5 sectoral holdings of Sundaram Large and Mid Cap Fund(IDCW)?
The top sectors Sundaram Large and Mid Cap Fund(IDCW) has invested in are as follows:- Private Banks | 15.56%
- IT Services & Consulting | 9.02%
- Oil & Gas - Refining & Marketing | 6.33%
- Pharmaceuticals | 5.94%
- Construction & Engineering | 5.53%
What are the top 5 holdings of Sundaram Large and Mid Cap Fund(IDCW)?
The top 5 holdings for Sundaram Large and Mid Cap Fund(IDCW) are as follows:- HDFC Bank Ltd | 5.56%
- ICICI Bank Ltd | 4.70%
- Reliance Industries Ltd | 4.08%
- TREPS | 2.95%
- State Bank of India | 2.78%
What is the asset allocation of Sundaram Large and Mid Cap Fund(IDCW)?
The asset allocation for Sundaram Large and Mid Cap Fund(IDCW) is as follows:- Equity | 94.58%
- Cash & Equivalents | 3.07%
- Mutual Funds | 2.36%
What is the AUM of Sundaram Large and Mid Cap Fund(IDCW)?
The AUM (i.e. assets under management) of Sundaram Large and Mid Cap Fund(IDCW) is ₹6380.97 Cr as of 25th April 2025.What is the expense ratio of Sundaram Large and Mid Cap Fund(IDCW)?
The expense ratio of Sundaram Large and Mid Cap Fund(IDCW) Plan is 0.86 as of 25th April 2025.What is the alpha ratio of Sundaram Large and Mid Cap Fund(IDCW)?
The alpha ratio for the Sundaram Large and Mid Cap Fund(IDCW) is 1.55
Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the volatility or standard deviation of Sundaram Large and Mid Cap Fund(IDCW)?
The volatility or standard deviation for the Sundaram Large and Mid Cap Fund(IDCW) is 16.98
Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Sundaram Large and Mid Cap Fund(IDCW)?
The Sharpe ratio for the Sundaram Large and Mid Cap Fund(IDCW) is 0.38
The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Sundaram Large and Mid Cap Fund(IDCW)?
The Sortino Ratio for the Sundaram Large and Mid Cap Fund(IDCW) is 0.04
The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.
What is the Price to Earnings (PE) ratio of Sundaram Large and Mid Cap Fund(IDCW)?
The PE ratio of Sundaram Large and Mid Cap Fund(IDCW) is 47.32, while category PE ratio is 46.88.
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Sundaram Large and Mid Cap Fund(IDCW) Direct IDCW
IDCW
EquityLarge & Mid Cap Fund
Large-size FundAssets Under Mgmt: ₹ 6,380 Cr
Very High RiskPrinciple investment will be at very high risk
33.201.27% (-0.43)
Sundaram Large and Mid Cap Fund(IDCW) NAV Price Chart
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EquityLarge & Mid Cap Fund
Large-size FundAssets Under Mgmt: ₹ 6,380 Cr
Very High RiskPrinciple investment will be at very high risk
Sundaram Large and Mid Cap Fund(IDCW) Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.86 | 47.32 | 0.38 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.35 | 46.88 | 0.33 |
Sundaram Large and Mid Cap Fund(IDCW) Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| NIFTY LargeMidcap 250 - TRI |
About Large & Mid Cap Fund
Large & Mid Cap funds diversify investment between large cap and mid cap companies. These are relatively less riskier as compared to large cap funds due to their exposure to mid cap funds also.
Sundaram Large and Mid Cap Fund(IDCW) Peers & Comparison
Comparing 3 mutual funds from
EquityLarge & Mid Cap Fund
EquityLarge & Mid Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Sundaram Large and Mid Cap Fund(IDCW) | -0.10% | 7.49% | 8.25% |
| Mirae Asset Large & Midcap Fund(IDCW) | -3.08% | 5.61% | 15.86% |
| SBI Large & Midcap Fund(IDCW-Payout) | 9.74% | 17.38% | 15.38% |
| Kotak Equity Opp Fund(IDCW-Payout) | 5.73% | 19.12% | 11.98% |
Sundaram Large and Mid Cap Fund(IDCW) Returns Comparison
Compare Sundaram Large and Mid Cap Fund(IDCW) with any MF, ETF, stock or indexCompare Sundaram Large and Mid Cap Fund(IDCW) with any MF, ETF, stock or index
Sundaram Large and Mid Cap Fund(IDCW)
Hmm, looks like data is unavailable here. Please come back after some timeSundaram Large and Mid Cap Fund(IDCW) Asset Allocation
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Jun 2024
Sep 2024
Dec 2024
Mar 2025
Jun 2024
Sep 2024
Dec 2024
Mar 2025
Sundaram Large and Mid Cap Fund(IDCW) Sector Distribution
Jun 2024
Sep 2024
Dec 2024
Mar 2025
Sundaram Large and Mid Cap Fund(IDCW) Sector Weightage
Private Banks
Private Banks as a % of total holdings for last six quarters
Sundaram Large and Mid Cap Fund(IDCW) Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
Holdings
5.56 %
0.58 %Holdings
4.70 %
0.58 %Holdings
4.08 %
1.04 %
AMC Profile of Sundaram Large and Mid Cap Fund(IDCW)
Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).
No.of Schemes
39
Total AUM
₹ 65,323.42 Cr.
Sundaram Large and Mid Cap Fund(IDCW) Fund Manager Profile
S. Bharath
AUM: ₹36,498.92 Cr.
|
Exp: 7.11yrs
Ashish Aggarwal
AUM: ₹9,956.62 Cr.
|
Exp: 12yrs
Sundaram Large and Mid Cap Fund(IDCW) Manager Performance (0)
Equity: Large & Mid Cap Fund
Sundaram Large and Mid Cap Fund(IDCW) Tax Implications
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Sundaram Large and Mid Cap Fund(IDCW) Review & Opinions
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Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%