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Sundaram Large and Midcap Fund Regular Plan - Growth

  • Equity
  • Large and Mid Cap
  • Very High
  • Current NAV

    ₹73.1 0.1412%

    19-04-2024
  • Annual Returns

    40.85%

  • Min. SIP ₹100

    Min. Investment ₹100

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  • Equity 98.79%
  • Others 1.21%

Market Cap

Allocation
Large Cap 56.52
Mid Cap 35.27
Small Cap 7

Sector Allocation

Financial

Services

Healthcare

Capital Goods

Technology

Automobile

Energy

Consumer Staples

Construction

Materials

Consumer Discretionary

Metals & Mining

Communication

Chemicals

Textiles

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
19-Apr-2024
Holdings PE Ratio
19-Apr-2024
1Y Return
ICICI Bank Ltd. Large Cap Financial (24.32) 4.59% 17.65 19.59%
HDFC Bank Ltd. Large Cap Financial (24.32) 4.5% 19.71 -8.08%
Reliance Industries Ltd. Large Cap Energy (39.69) 4.15% 28.45 25.09%
State Bank of India Large Cap Financial (15.67) 2.89% 10.33 38.95%
Larsen & Toubro Ltd. Large Cap Construction (46.6) 2.62% 39.11 58.59%
Infosys Ltd. Large Cap Technology (32.65) 2.33% 24.02 14.56%
Axis Bank Ltd. Large Cap Financial (24.43) 1.93% 28.68 29.81%
Zomato Ltd. Large Cap Services (36.51) 1.88% -10.49 85.47%
Tata Consultancy Services Ltd. Large Cap Technology (32.65) 1.86% 30.18 23.92%
Power Finance Corporation Ltd. Large Cap Financial (16.2) 1.84% 6.99 208.53%
Sun Pharmaceutical Industries Ltd. Large Cap Healthcare (54.32) 1.84% 41.08 53.2%
Varun Beverages Ltd. Large Cap Consumer Staples (102.26) 1.8% 88.22 93.66%
Container Corporation Of India Ltd. Mid Cap Services (33.15) 1.77% 46.38 55.29%
NTPC Ltd. Large Cap Energy (26.84) 1.65% 17.45 110.06%
Multi Commodity Exchange Of India Ltd. Small Cap Services (119.47) 1.56% 27080.7 162.71%
Canara Bank Large Cap Financial (15.67) 1.52% 7.13 96.07%
Bharti Airtel Ltd. Large Cap Communication (76.15) 1.51% 88.49 68.56%
Oberoi Realty Ltd. Mid Cap Construction (117.39) 1.48% 31.28 51.15%
Persistent Systems Ltd. Mid Cap Technology (35.12) 1.46% 60.39 85.06%
Cholamandalam Investment and Finance Company Ltd. Large Cap Financial (26.13) 1.44% 28.3 41.05%
Lupin Ltd. Mid Cap Healthcare (132.95) 1.43% 167.31 197.56%
Dixon Technologies (India) Ltd. Mid Cap Capital Goods (123.82) 1.43% 127.19 149.18%
Tata Motors Ltd. Large Cap Automobile (95.46) 1.4% 40.82 136.49%
Sona BLW Precision Forgings Ltd. Mid Cap Automobile (49.54) 1.35% 81.8 46.6%
UNO Minda Ltd. Mid Cap Automobile (95.28) 1.34% 73.31 30.06%
Indusind Bank Ltd. Large Cap Financial (24.32) 1.33% 13.34 32.67%
Mphasis Ltd. Mid Cap Technology (19.56) 1.26% 0 0%
Hindalco Industries Ltd. Large Cap Metals & Mining (30.32) 1.23% 38.75 29.66%
Ultratech Cement Ltd. Large Cap Materials (55.96) 1.21% 44.61 34.3%
Dr. Reddy's Laboratories Ltd. Large Cap Healthcare (54.32) 1.21% 18.96 21.06%
ABB India Ltd. Large Cap Capital Goods (107.37) 1.2% 0 96.37%
United Breweries Ltd. Mid Cap Consumer Staples (75.35) 1.19% 132.81 16.13%
Polycab India Ltd. Large Cap Capital Goods (60.03) 1.16% 47.96 69.07%
The Indian Hotels Company Ltd. Mid Cap Services (67.74) 1.15% 72.51 80.32%
Info Edge (India) Ltd. Mid Cap Services (110.82) 1.14% 304.44 57.58%
The Federal Bank Ltd. Mid Cap Financial (24.32) 1.1% 9.58 15.42%
Fortis Healthcare Ltd. Mid Cap Healthcare (89.22) 1.07% 58.63 60.55%
Cummins India Ltd. Mid Cap Capital Goods (63.99) 1.04% 55.13 102.8%
Bharat Heavy Electricals Ltd. Mid Cap Capital Goods (58.06) 1.04% -747.79 237.43%
ITC Ltd. Large Cap Consumer Staples (27.73) 1.03% 25.86 6.63%
Hindustan Unilever Ltd. Large Cap Consumer Staples (38.82) 0.99% 0 0%
Mold-Tek Packaging Ltd. Small Cap Materials (47.94) 0.98% 44.45 -9.18%
Aurobindo Pharma Ltd. Mid Cap Healthcare (54.32) 0.96% 22.99 85.1%
Astral Ltd. Mid Cap Materials (81.86) 0.96% 91.62 35.76%
Tube Investments Of India Ltd. Mid Cap Automobile (102.19) 0.96% 51.16 28.39%
Metro Brands Ltd. Mid Cap Consumer Discretionary (74.2) 0.95% 89.02 33.82%
Tata Steel Ltd. Large Cap Metals & Mining (21.54) 0.92% -60.49 49.88%
Divi's Laboratories Ltd. Large Cap Healthcare (54.32) 0.91% 70.52 9.94%
PI Industries Ltd. Mid Cap Chemicals (35.67) 0.88% 35.39 17.79%
Bajaj Finance Ltd. Large Cap Financial (32.35) 0.88% 31.91 19.49%
LTIMindtree Ltd. Large Cap Technology (36.96) 0.87% 33.85 6.16%
Titan Company Ltd. Large Cap Consumer Discretionary (87.37) 0.87% 91.69 38.88%
Hero Motocorp Ltd. Mid Cap Automobile (43.74) 0.87% 23.29 72.15%
Dalmia Bharat Ltd. Mid Cap Materials (57.05) 0.83% 33.23 -5.06%
Schaeffler India Ltd. Mid Cap Capital Goods (50.97) 0.83% 0 15.08%
Kirloskar Oil Engines Ltd. Small Cap Capital Goods (63.99) 0.82% 34.51 124%
DOMS Industries Ltd. Small Cap Consumer Staples (27.06) 0.79% 0 0%
Avenue Supermarts Ltd. Large Cap Services (26.29) 0.79% 8.72 63.23%
REC Ltd. Large Cap Financial (16.2) 0.79% 8.54 246.7%
Max Financial Services Ltd. Mid Cap Financial (24.94) 0.79% 82.52 61.74%
Max Healthcare Institute Ltd. Mid Cap Healthcare (89.22) 0.78% 71.31 65.23%
Delhivery Ltd. Mid Cap Services (33.15) 0.77% -98.23 38.15%
Kajaria Ceramics Ltd. Small Cap Materials (52.73) 0.72% 44.42 7.27%
Triveni Turbine Ltd. Small Cap Construction (58.06) 0.72% 68.55 58.61%
Bharat Forge Ltd. Mid Cap Automobile (26.29) 0.7% 0 0%
Bank of India Mid Cap Financial (15.67) 0.7% 9.64 69.01%
Alkem Laboratories Ltd. Mid Cap Healthcare (38.82) 0.63% 57.92 -8.63%
Page Industries Ltd. Mid Cap Textiles (47.26) 0.62% 0 -7.22%
Ashok Leyland Ltd. Mid Cap Automobile (92.36) 0.61% 20.89 23.01%
TCI Express Ltd. Small Cap Services (33.15) 0.59% 29.45 -28.74%
Bajaj Finserv Ltd. Large Cap Financial (40.04) 0.57% 33.08 21.65%
Sundram Fasteners Ltd. Mid Cap Capital Goods (47.49) 0.57% 44.43 5.88%
Relaxo Footwears Ltd. Mid Cap Consumer Discretionary (74.2) 0.48% 0 1.03%
JSW Infrastructure Ltd. Mid Cap Services 0.46% 0%
Laurus Labs Ltd. Small Cap Healthcare (46.65) 0.44% 0 9.05%
Balkrishna Industries Ltd. Mid Cap Automobile (51.33) 0.44% 36.32 15.26%
Union Bank of India Large Cap Financial (15.67) 0.43% 8.09 94.01%
Vedant Fashions Ltd. Mid Cap Services (9.67) 0.41% 0 100.72%
Mankind Pharma Ltd. Large Cap Healthcare (54.32) 0.38% 54.55 0%
Navin Fluorine International Ltd. Small Cap Chemicals (26.29) 0.38% 0 6.43%
Hindustan Petroleum Corporation Ltd. Mid Cap Energy (39.69) 0.29% 4 100.19%
Torrent Power Ltd. Mid Cap Energy (26.84) 0.27% 38.93 181.09%
FSN E-Commerce Ventures Ltd. Mid Cap Services (863.87) 0.26% 1688 35.64%

Market Cap

Allocation
Others 1.21

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 1.16% 0%
Others Others 0.05% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for Sundaram Large and Midcap Fund Regular Plan?

The top holdings of this fund are ICICI Bank Ltd., HDFC Bank Ltd., Reliance Industries Ltd., State Bank of India, Larsen & Toubro Ltd.

Top 5 Sector for Sundaram Large and Midcap Fund Regular Plan?

The major sectors of this fund are Financial, Services, Healthcare, Capital Goods, Technology.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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