Sundaram Large and Mid Cap Fund - Growth - Regular Plan

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  • Net Change on 20-09-2021

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stock.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Large and Midcap Growth 5.88 17.09 57.56 17.15 16.95 12.33
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty LargeMidcap 250 Index - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Large and Midcap Growth Feb 27, 2007 Unrated 57.56 17.15 16.95 2.19 1,803.88
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option Jul 09, 2010 62.82 24.08 20.92 1.69 20,615.27
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 58.05 19.89 18.21 1.88 10,985.27
Kotak Equity Opportunities Fund - Growth Sep 09, 2004 51.38 19.08 15.66 1.88 7,826.77
DSP Equity Opportunities Fund-Regular Plan - Growth May 16, 2000 59.42 18.69 15.46 1.89 6,956.14
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Feb 24, 1995 62.92 17.66 13.96 1.95 5,927.45

Fund Holdings as on 31-August-2021

  • Infosys Ltd

  • TREPS

  • ICICI Bank Ltd

  • MindTree Ltd

  • HDFC Bank Ltd

  • Larsen & Toubro Ltd

  • State Bank of India

  • PI Industries Ltd

  • Axis Bank Ltd

  • Schaeffler India Ltd

  • Bajaj Finserv Ltd

  • Apollo Hospitals Enterprise Ltd

  • Reliance Industries Ltd

  • Varun Beverages Ltd

  • Indraprastha Gas Ltd

  • Housing Development Finance Corporation Ltd

  • Astral Ltd

  • HCL Technologies Ltd

  • Gland Pharma Ltd

  • Ultratech Cement & Cement Products Ltd

  • MphasiS Ltd

  • TATA Consumer Products Ltd

  • Bharat Petroleum Corporation Ltd

  • Max Financial Services Ltd

  • Sona BLW Precision Forgings Ltd

  • Shriram Transport Finance Company Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Hindalco Industries Ltd

  • Divi's Laboratories Ltd

  • Bharti Airtel Ltd

  • AU Small Finance Bank Ltd

  • Cholamandalam Financial Holdings Ltd

  • Indian Railway Catering & Tourism Corporation Ltd

  • Ashok Leyland Ltd

  • Cummins India Ltd

  • Cipla Ltd

  • Dalmia Cement & Cement Products (Bharat) Ltd.

  • Kansai Nerolac Paints Ltd

  • Minda Industries Ltd

  • Trent Ltd

  • Tube Investments of India Ltd

  • Natco Pharma Ltd

  • Voltas Ltd

  • Zomato Ltd

  • Jubilant Foodworks Ltd

  • Motherson Sumi Systems Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Cash and Other Net Current Assets

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  • IT - Software

  • Bank - Private

  • Pharmaceuticals & Drugs

  • Refineries

  • Finance - Investment

  • Miscellaneous

  • Engineering - Construction

  • Auto Ancillary

  • Bank - Public

  • Cement & Construction Materials

  • Pesticides & Agrochemicals

  • Consumer Food

  • Bearings

  • Hospital & Healthcare Services

  • Industrial Gases & Fuels

  • Finance - Housing

  • Plastic Products

  • Tea/Coffee

  • Finance - Others

  • Finance - NBFC

  • Consumer Durables - Domestic Appliances

  • Metal - Non Ferrous

  • Telecommunication - Service Provider

  • Travel Services

  • Automobiles-Trucks/Lcv

  • Diesel Engines

  • Paints

  • Retailing

  • Cycles

  • Air Conditioners

  • e-Commerce

  • Insurance

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About Sundaram Large and Mid Cap Fund

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Scheme Analysis

Sundaram Large and Mid Cap Fund is a Equity - Large & Mid Cap Fund fund and belongs to Sundaram Mutual Fund. It was launched on 27-Feb-2007 and currently has an AUM of ₹1,803.88 crore. Sundaram Large and Mid Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty LargeMidcap 250 Index - TRI as secondary index.

The NAV of Sundaram Large and Mid Cap Fund ended down ₹-0.87(-1.57%)yesterday to ₹54.423.

Among its top 3 holdings the fund has exposure to Infosys Ltd, and

The Sundaram Large and Mid Cap Fund is managed by S. Bharath and Rahul Baijal.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156