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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 | 4.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.85 | 1.7 |
NAV | ₹75.61 | ₹898.58 |
Fund Started | 10 Jan 2007 | 04 Jun 1998 |
Fund Size | ₹6470.35 Cr | ₹18624.12 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
1.85
1.7
NAV
₹75.61
₹898.58
Fund Started
10 Jan 2007
04 Jun 1998
Fund Size
₹6470.35 Cr
₹18624.12 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 | 6.48% | 11.45% |
3 Year | 12.62% | 20.25% |
5 Year | 15.95% | 21.86% |
1 Year
6.48%
11.45%
3 Year
12.62%
20.25%
5 Year
15.95%
21.86%
Holding Analysis
Equity | 96.53% | 93.57% |
Cash | 3.47% | 5.38% |
Equity
96.53%
93.57%
Cash
3.47%
5.38%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.09% |
ICICI Bank Ltd. | 4.31% |
Reliance Industries Ltd. | 3.93% |
Infosys Ltd. | 2.91% |
State Bank of India | 2.75% |
Zomato Ltd. | 2.36% |
Larsen & Toubro Ltd. | 2.29% |
Bharti Airtel Ltd. | 2.26% |
Kotak Mahindra Bank Ltd. | 2.00% |
Jubilant FoodWorks Ltd. | 1.82% |
Name | Assets |
|---|---|
Maruti Suzuki India Ltd. | 6.72% |
FSN E-Commerce Ventures Ltd. | 4.37% |
ICICI Bank Ltd. | 3.99% |
Bajaj Finserv Ltd. | 3.65% |
SBI Cards And Payment Services Ltd. | 3.28% |
Alkem Laboratories Ltd. | 2.66% |
United Breweries Ltd. | 2.59% |
HDFC Bank Ltd. | 2.51% |
Eicher Motors Ltd. | 2.36% |
Shree Cement Ltd. | 2.30% |
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
