Sundaram Large and Midcap Direct Plan - Income Distribution Cum Capital Withdrawal (IDCW)
Expense Ratio: 0.77
Risk: Very High
Equity Scheme - Large & Mid Cap Fund
Plan: Direct
Benchmark: Nifty LargeMidcap 250 TRI
Inception: 10-01-2007
Exit Load: Nil
Fund Size:₹6,998.72 Cr
Performance
1Y
Fund-0.16%
Cat. Avg.3.35%
2Y
Fund-2.58%
Cat. Avg.3.77%
3Y
Fund7.43%
Cat. Avg.16.46%
5Y
Fund7.71%
Cat. Avg.14.91%
10Y
Fund6.92%
Cat. Avg.15.16%
SI
Fund8.04%
Cat. Avg.14.42%
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% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 63070 | +5.1% | +10.9% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.25 L. | +3.9% | +3.9% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.93 L. | +7.0% | +4.6% |
| 5Y | 09 Aug, 21 | 3 L. | 3.52 L. | +17.4% | +6.5% |
| 10Y | 08 Aug, 16 | 6 L. | 9.02 L. | +50.3% | +8.0% |
| SI | 07 Jan, 13 | 8.15 L. | 14.53 L. | +78.3% | +8.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 99836 | -0.2% | -0.2% |
| 2Y | 16 Jul, 24 | 1 L. | 94906 | -5.1% | -2.6% |
| 3Y | 17 Jul, 23 | 1 L. | 1.23 L. | +23.3% | +7.2% |
| 5Y | 16 Jul, 21 | 1 L. | 1.45 L. | +45.0% | +7.7% |
| 10Y | 18 Jul, 16 | 1 L. | 1.96 L. | +96.0% | +7.0% |
| SI | 02 Jan, 13 | 1 L. | 2.85 L. | +184.9% | +8.0% |
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.