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-0.83%
Cat. Avg.2.13%
2Y
Fund-2.73%
Cat. Avg.2.53%
3Y
Fund5.57%
Cat. Avg.14.97%
5Y
Fund6.74%
Cat. Avg.13.52%
10Y
Fund5.50%
Cat. Avg.13.99%
SI
Fund6.03%
Cat. Avg.11.65%
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 | Radico Khaitan Ltd | 334.24 | 4.78% |
| 2 | Oracle Financial Services Software Ltd | 295.66 | 4.23% |
| 3 | Shriram Finance Ltd | 282.02 | 4.03% |
| 4 | MTAR Technologies Ltd | 252.39 | 3.61% |
| 5 | TD Power Systems Ltd | 231.25 | 3.31% |
| 6 | Cholamandalam Investment and Finance Company Ltd | 230.03 | 3.29% |
| 7 | Five-Star Business Finance Ltd | 228.34 | 3.27% |
| 8 | Interglobe Aviation Ltd | 223.90 | 3.20% |
| 9 | National Aluminium Company Ltd | 210.83 | 3.02% |
| 10 | Zomato Ltd | 210.23 | 3.01% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 62542 | +4.2% | +8.8% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.23 L. | +2.4% | +2.5% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.89 L. | +4.9% | +3.2% |
| 5Y | 09 Aug, 21 | 3 L. | 3.41 L. | +13.7% | +5.2% |
| 10Y | 08 Aug, 16 | 6 L. | 8.41 L. | +40.1% | +6.6% |
| SI | 07 Mar, 07 | 11.65 L. | 23.86 L. | +104.8% | +6.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 98688 | -1.3% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 93878 | -6.1% | -3.1% |
| 3Y | 20 Jul, 23 | 1 L. | 1.18 L. | +17.6% | +5.6% |
| 5Y | 20 Jul, 21 | 1 L. | 1.39 L. | +38.6% | +6.7% |
| 10Y | 20 Jul, 16 | 1 L. | 1.71 L. | +70.9% | +5.5% |
| SI | 05 Mar, 07 | 1 L. | 3.11 L. | +211.5% | +6.0% |
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.