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-5.35%
Cat. Avg.-1.53%
2Y
Fund-6.16%
Cat. Avg.-0.29%
3Y
Fund4.79%
Cat. Avg.12.73%
5Y
Fund3.81%
Cat. Avg.10.89%
10Y
Fund6.28%
Cat. Avg.13.84%
SI
Fund7.63%
Cat. Avg.12.33%
Fund Facts
No available Data
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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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% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 60697 | +1.2% | +2.4% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.21 L. | +1.0% | +1.0% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.83 L. | +1.7% | +1.2% |
| 5Y | 08 Nov, 21 | 3 L. | 3.36 L. | +11.9% | +4.6% |
| 10Y | 07 Nov, 16 | 6 L. | 8.60 L. | +43.4% | +7.1% |
| SI | 07 Jan, 13 | 8.30 L. | 14.20 L. | +71.1% | +7.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 94648 | -5.4% | -5.4% |
| 2Y | 16 Oct, 24 | 1 L. | 88064 | -11.9% | -6.2% |
| 3Y | 16 Oct, 23 | 1 L. | 1.15 L. | +15.1% | +4.8% |
| 5Y | 18 Oct, 21 | 1 L. | 1.20 L. | +19.5% | +3.6% |
| 10Y | 17 Oct, 16 | 1 L. | 1.84 L. | +84.5% | +6.3% |
| SI | 02 Jan, 13 | 1 L. | 2.76 L. | +175.8% | +7.6% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹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.