Sundaram large and Mid Cap Fund Payout Inc Dist cum Cap Wdrl option
EquityLarge & Mid-Cap
29.29
-0.09(-0.32%)
NAV as on 17 Dec, 2025
CAGR
15.00%
- AUM (Crs.)7,046.83
- Expense Ratio1.81 %
- Sharpe Ratio / Category Average0.65 / 0.83
- Standard Deviation / Category Average13.61 / 13.83
- Beta / Category Average0.97 / 0.96
- Portfolio Turnover / Category Average47.51 / 72.95
- Top 5 Stocks Wt.19.10
- Top 10 Stocks Wt.30.46
- Top 3 Sectors Wt.53.89
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryS. Bharath
- Launch Date27 Feb, 2007
- BenchmarkS&P BSE 500
Objective
To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
Riskometer
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