Sundaram large and Mid Cap Direct Plan Reinvestment Inc Dist cum Cap Wdrl option
Equity
Direct
Large & Mid-Cap
NAV: ₹ 32.95 as on 24-04-2024
Fund Performance
6 people have invested ₹ 2.5L in Sundaram large and Mid Cap Direct Plan Reinvestment Inc Dist cum Cap Wdrl option in the last three months
About the Sundaram large and Mid Cap Direct Plan Reinvestment Inc Dist cum Cap Wdrl option
Sundaram large and Mid Cap Direct Plan Reinvestment Inc Dist cum Cap Wdrl option is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Ashish Aggarwal, Ravi Gopalakrishnan. The fund could potentially beat inflation in the long-run.
Key Parameters
- Sundaram large and Mid Cap Direct Plan Reinvestment Inc Dist cum Cap Wdrl option has ₹6195 Cr worth of assets under management (AUM) as on Mar 2024 and is more than category average.
- The fund has an expense ratio 0.7.
Sundaram large and Mid Cap Direct Plan Reinvestment Inc Dist cum Cap Wdrl option Overview
 | 0.73% |
 Benchmark | S&P BSE 200 India TR INR |
 | ₹6195 Cr |
 | 1 January, 2013 |
 | ₹100/₹100 |
 Exit Load | 1% |
 | No Lock-in |
 TurnOver | 24.68% |
Sundaram large and Mid Cap Direct Plan Reinvestment Inc Dist cum Cap Wdrl option Distribution as on (31-Mar-24)
Size breakup
Large cap
55.9%
Mid cap
37.8%
Small cap
4.2%
Sector Allocation
Financial Services
27.2%
Industrial
16.4%
Consumer Cyclical
15.3%
Health
9.8%
Tech
9.3%
Consumer Defensive
5.9%
Basic Materials
5.5%
Energy
4.5%
Communication
2.7%
Utilities
1.9%
Real Estate
1.5%
Top Holdings of Sundaram large and Mid Cap Direct Plan Reinvestment Inc Dist cum Cap Wdrl option as on (31-Mar-24)
Equity Holdings83
Debt Holdings1
Sundaram large and Mid Cap Direct Plan Reinvestment Inc Dist cum Cap Wdrl option: Monthly Changes Updates
All changes are between Jan'24 and Mar'24
Fund Performance
- This fund’s returns stands at 1.50% whereas the fund’s underlying benchmark NIFTY 500 returns stands at -0.47% as on Mar'24
- This fund outperformed NIFTY 500 by 1.97% in Mar'24
AUM Change
- AUM of the fund stands at 6.1K Cr as of Mar'24
- AUM has remained same between Mar'24 and Feb'24
Fund Portfolio Changes
Gainers & Losers in Sundaram large and Mid Cap Direct Plan Reinvestment Inc Dist cum Cap Wdrl option portfolio Returns for the month of Mar
Top Growth Drivers | 1M Return |
|---|---|
 Zomato Ltd | 29.2% |
 ABB India Ltd | 20.7% |
 Bharti Airtel Ltd | 4.9% |
Peer Analysis
Sundaram large and Mid Cap Direct Plan Reinvestment Inc Dist cum Cap Wdrl option Fund Manager
Ashish Aggarwal
Fund Manager of Sundaram large and Mid Cap Direct Plan Reinvestment Inc Dist cum Cap Wdrl option, since 1 January 2022
Top funds managed
Ravi Gopalakrishnan
Fund Manager of Sundaram large and Mid Cap Direct Plan Reinvestment Inc Dist cum Cap Wdrl option, since 1 January 2022
Top funds managed
Sundaram large and Mid Cap Direct Plan Reinvestment Inc Dist cum Cap Wdrl option Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
About the fund
This fund has delivered an average annual returns of 15.58% since inception which is less than its category average return of 16.04%
Fund Allocations
This fund has an allocation of 98.79% in Equity, 0% in Debt and 1.21% in Cash related instruments
AUM size ₹6195 Cr
This fund has AUM of ₹6195 Cr which is more than its category average of ₹ 6088 Cr
Expense Ratio 0.73%
This fund has an expense ratio of 0.73% which is less than its category average expense ratio of 1.36%
Frequently Asked Questions
The current NAV of Sundaram large and Mid Cap Direct Plan Reinvestment Inc Dist cum Cap Wdrl option is ₹32.95 as on 24-Apr-2024.
Existing (Absolute + CAGR) as on 24-Apr-2024.
Sundaram large and Mid Cap Direct Plan Reinvestment Inc Dist cum Cap Wdrl option | Absolute Returns | CAGR Returns |
1 Month Returns | 3.26% | 3.26% |
6 Month Returns | 21.07% | 21.07% |
1 Year Returns | 39.07% | 39.07% |
3 Years Returns | 78.35% | 21.27% |
5 Years Returns | 124.56% | 17.56% |
With INDmoney, the process of investing is very simple and involves zero commission.
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
0.73% as on March 2024
₹6195 Cr as on March 2024
ICICI Bank Ltd(4.71%), HDFC Bank Ltd(4.58%), Reliance Industries Ltd(4.17%), State Bank of India(2.87%), Larsen & Toubro Ltd(2.67%) as on March 2024
Financial Services(26.86%), Industrial(16.24%), Consumer Cyclical(15.08%) as on March 2024
The alpha ratio for the Sundaram large and Mid Cap Direct Plan Reinvestment Inc Dist cum Cap Wdrl option for various period is as follows:
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram large and Mid Cap Direct Plan Reinvestment Inc Dist cum Cap Wdrl option | -4.7 | -1.42 | -1.75 |
As on March 2024
The alpha for Sundaram large and Mid Cap Direct Plan Reinvestment Inc Dist cum Cap Wdrl option is calculated against S&P BSE 200 India TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the Sundaram large and Mid Cap Direct Plan Reinvestment Inc Dist cum Cap Wdrl option for various period is as follows:
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram large and Mid Cap Direct Plan Reinvestment Inc Dist cum Cap Wdrl option | 1 | 0.96 | 0.99 |
As on March 2024
The Beta for Sundaram large and Mid Cap Direct Plan Reinvestment Inc Dist cum Cap Wdrl option is calculated with S&P BSE 200 India TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the Sundaram large and Mid Cap Direct Plan Reinvestment Inc Dist cum Cap Wdrl option for various period is as follows:
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram large and Mid Cap Direct Plan Reinvestment Inc Dist cum Cap Wdrl option | 2.39 | 0.99 | 0.64 |
As on March 2024
The sharpe ratio for Sundaram large and Mid Cap Direct Plan Reinvestment Inc Dist cum Cap Wdrl option is calculated with S&P BSE 200 India TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the Sundaram large and Mid Cap Direct Plan Reinvestment Inc Dist cum Cap Wdrl option for various period is as follows:
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram large and Mid Cap Direct Plan Reinvestment Inc Dist cum Cap Wdrl option | 11.45 | 13.42 | 20.1 |
As on March 2024
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
Sortino ratio is 1.93 as on March 2024. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.
Ashish Aggarwal, Ravi Gopalakrishnan are the fund managers of Sundaram large and Mid Cap Direct Plan Reinvestment Inc Dist cum Cap Wdrl option
The Exit load of Sundaram large and Mid Cap Direct Plan Reinvestment Inc Dist cum Cap Wdrl option is 1%