Sundaram Large and Midcap Regular Plan - Income Distribution Cum Capital Withdrawal (IDCW)
Expense Ratio: 1.81
Risk: Very High
Equity Scheme - Large & Mid Cap Fund
Plan: Regular
Benchmark: Nifty LargeMidcap 250 TRI
Inception: 10-01-2007
Exit Load: Nil
Fund Size:₹6,998.72 Cr
Performance
1Y
Fund-1.27%
Cat. Avg.2.25%
2Y
Fund-3.63%
Cat. Avg.2.57%
3Y
Fund6.27%
Cat. Avg.15.22%
5Y
Fund6.51%
Cat. Avg.13.60%
10Y
Fund5.57%
Cat. Avg.13.99%
SI
Fund6.06%
Cat. Avg.12.03%
Fund Facts
Beta
1
Std Dev
13.50%
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | HDFC Bank Ltd | 224.08 | 3.72% |
| 2 | State Bank of India | 220.66 | 3.66% |
| 3 | Larsen & Toubro Ltd | 190.37 | 3.16% |
| 4 | Zomato Ltd | 181.93 | 3.02% |
| 5 | Bharti Airtel Ltd | 160.42 | 2.66% |
| 6 | ICICI Bank Ltd | 156.77 | 2.60% |
| 7 | TVS Motor Company Ltd | 156.15 | 2.59% |
| 8 | Amber Enterprises India Ltd | 155.40 | 2.58% |
| 9 | Ultratech Cement Ltd | 153.09 | 2.54% |
| 10 | Polycab India Ltd | 151.52 | 2.51% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 62745 | +4.6% | +9.7% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.23 L. | +2.8% | +2.8% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.89 L. | +5.2% | +3.5% |
| 5Y | 09 Aug, 21 | 3 L. | 3.42 L. | +14.1% | +5.3% |
| 10Y | 08 Aug, 16 | 6 L. | 8.43 L. | +40.6% | +6.7% |
| SI | 07 Mar, 07 | 11.65 L. | 23.94 L. | +105.5% | +6.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 98730 | -1.3% | -1.3% |
| 2Y | 16 Jul, 24 | 1 L. | 92878 | -7.1% | -3.6% |
| 3Y | 17 Jul, 23 | 1 L. | 1.19 L. | +19.3% | +6.1% |
| 5Y | 16 Jul, 21 | 1 L. | 1.37 L. | +37.1% | +6.5% |
| 10Y | 18 Jul, 16 | 1 L. | 1.73 L. | +72.6% | +5.6% |
| SI | 05 Mar, 07 | 1 L. | 3.12 L. | +212.5% | +6.1% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.