Sundaram Large and Mid Cap Fund - Growth - Regular Plan

Other Plans and Options
  • 1.41 %Nav, as on 29-05-2020

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  • Net Change on 29-05-2020

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 0.59 -21.91 -19.54 -0.63 4.54 8.13
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 -19.54 -0.63 4.54 2.36 1,012.99
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option Jul 09, 2010 -12.78 2.06 9.82 1.81 8,838.98
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 -14.22 -0.18 6.87 1.97 4,845.74
DSP Equity Opportunities Fund-Regular Plan - Growth May 16, 2000 -16.13 -1.72 4.93 1.96 4,439.07
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Feb 24, 1995 -19.71 -4.82 2.05 2.05 3,901.91
Kotak Equity Opportunities Fund - Growth Sep 09, 2004 -13.24 -0.11 5.18 2.10 2,980.18

Fund Holdings as on 30-April-2020

  • Reliance Industries Ltd

  • Bharti Airtel Ltd

  • ICICI Bank Ltd

  • TATA Consumer Products Ltd

  • Sanofi India Ltd

  • United Spirits Ltd

  • HDFC Bank Ltd

  • Cipla Ltd

  • Whirlpool of India Ltd

  • Hindustan UniLever Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Cummins India Ltd

  • Ultratech Cement Ltd

  • SBI Life Insurance Company Ltd

  • Voltas Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • Larsen & Toubro Ltd

  • The Federal Bank Ltd

  • Bharat Petroleum Corporation Ltd

  • Varun Beverages Ltd

  • Siemens Ltd

  • Kansai Nerolac Paints Ltd

  • TREPS

  • Dr. Reddy's Laboratories Ltd

  • TVS Motor Company Ltd

  • The Ramco Cements Ltd

  • Britannia Industries Ltd

  • Bajaj Finance Ltd

  • Hero MotoCorp Ltd

  • Infosys Ltd

  • Axis Bank Ltd

  • Trent Ltd

  • Titan Company Ltd

  • IIFL Wealth Management Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Lupin Ltd

  • Cholamandalam Financial Holdings Ltd

  • Castrol India Ltd

  • Aditya Birla Fashion and Retail Ltd

  • EIH Ltd

  • Jubilant Foodworks Ltd

  • Bosch Ltd

  • Quess Corp Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • Refineries

  • Consumer Food

  • Insurance

  • Household & Personal Products

  • Cement & Construction Materials

  • Consumer Durables - Domestic Appliances

  • Automobile Two & Three Wheelers

  • Telecommunication - Service Provider

  • Tea/Coffee

  • Retailing

  • Breweries & Distilleries

  • Diesel Engines

  • Air Conditioners

  • Engineering - Construction

  • Miscellaneous

  • Electric Equipment

  • Paints

  • Finance - NBFC

  • IT - Software

  • Finance - Others

  • Diamond & Jewellery

  • Finance - Investment

  • Lubricants

  • Hotel, Resort & Restaurants

  • Auto Ancillary

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Fund Manager

  • Cash

  • Equity

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About Sundaram Large and Mid Cap Fund

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 ₹1,012.99 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 up ₹0.39(1.41%)yesterday to ₹28.2073.

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

The Sundaram Large and Mid Cap Fund is managed by S. Krishnakumar .

Fund House Contact

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

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