Sundaram large and Mid Cap Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation17.2%
Sharpe Ratio-0.10
Beta1.08
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
HDFC Bank LtdFinancial Services5.63%
Reliance Industries LtdEnergy & Infra4.52%
ICICI Bank LtdFinancial Services3.99%
State Bank of IndiaFinancial Services2.83%
Bharti Airtel LtdServices2.62%
Axis Bank LtdFinancial Services2.44%
Kotak Mahindra Bank LtdFinancial Services2.20%
Amber Enterprises India Ltd Ordinary SharesConsumers2.06%
UNO Minda LtdConsumers1.91%
Larsen & Toubro LtdCapital Goods1.86%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.8%
Exit Load1
Regulatory & Tax Information
INF903J01DT1
ISINDailyDealing Frequency
BSE 200 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)