- InvestInvestment SuiteExclusiveFeatures
- PlatformProduct SuiteFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketStocksIndicesMutual FundsIPO
- LearnResourceInvesting GuideEvents
- Partner
- Support
Invest
Platform
Research
Market
Learn
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 | 4.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.8 | 1.7 |
NAV | ₹80.23 | ₹900.29 |
Fund Started | 10 Jan 2007 | 04 Jun 1998 |
Fund Size | ₹6912.94 Cr | ₹17679.54 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
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.8
1.7
NAV
₹80.23
₹900.29
Fund Started
10 Jan 2007
04 Jun 1998
Fund Size
₹6912.94 Cr
₹17679.54 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 | 12.04% | 15.55% |
3 Year | 10.79% | 17.06% |
5 Year | 17.88% | 21.66% |
1 Year
12.04%
15.55%
3 Year
10.79%
17.06%
5 Year
17.88%
21.66%
Holding Analysis
Equity | 95.18% | 93.20% |
Cash | 4.82% | 5.25% |
Equity
95.18%
93.20%
Cash
4.82%
5.25%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.04% |
ICICI Bank Ltd. | 4.18% |
Reliance Industries Ltd. | 2.99% |
Zomato Ltd. | 2.81% |
State Bank of India | 2.79% |
Infosys Ltd. | 2.61% |
Larsen & Toubro Ltd. | 2.23% |
Bharti Airtel Ltd. | 2.12% |
UNO Minda Ltd. | 1.85% |
Persistent Systems Ltd. | 1.77% |
Name | Assets |
|---|---|
Maruti Suzuki India Ltd. | 6.39% |
FSN E-Commerce Ventures Ltd. | 4.42% |
ICICI Bank Ltd. | 4.30% |
Bajaj Finserv Ltd. | 4.18% |
SBI Cards And Payment Services Ltd. | 2.95% |
HDFC Bank Ltd. | 2.83% |
Alkem Laboratories Ltd. | 2.81% |
United Breweries Ltd. | 2.59% |
Eicher Motors Ltd. | 2.55% |
Page Industries Ltd. | 2.48% |
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
