Sundaram Large and Mid Cap Fund - Growth - Regular Plan

  • Previous Nav

  • Net Change on 20-09-2019

  • PersonalFN Rating

    Sundaram Large and Mid Cap Fund - Growth - Regular Plan 4 PersonalFN
  • 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 -2.26 -5.88 -4.74 8.86 9.62 9.76
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
Nifty LargeMidcap 250 Index - TRI -1.63 0.63 -4.35 14.94 18.06 14.83

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 -4.74 8.86 9.62 2.60 720.99
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option Jul 09, 2010 -0.14 10.41 14.81 1.88 7,759.44
DSP Equity Opportunities Fund-Regular Plan - Growth May 16, 2000 -3.40 5.75 9.28 1.95 5,166.21
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Feb 24, 1995 Unrated -11.49 1.36 7.93 2.08 4,708.08
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 -8.96 6.80 11.28 2.07 4,668.16
ICICI Prudential Large & Mid Cap Fund - Growth Jul 09, 1998 -7.06 3.81 5.50 2.04 3,457.03

Fund Holdings as on 31-August-2019

  • Larsen & Toubro Ltd

  • TREPS

  • ICICI Bank Ltd

  • Bajaj Finance Ltd

  • Reliance Industries Ltd

  • HDFC Bank Ltd

  • Siemens Ltd

  • Ultratech Cement Ltd

  • Apollo Hospitals Enterprise Ltd

  • Berger Paints (I) Ltd

  • United Spirits Ltd

  • HDFC Life Insurance Company Ltd

  • SBI Life Insurance Company Ltd

  • TVS Motor Company Ltd

  • Voltas Ltd

  • Varun Beverages Ltd

  • The Ramco Cements Ltd

  • EIH Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Tata Consultancy Services Ltd

  • Axis Bank Ltd

  • Trent Ltd

  • Tata Chemicals Ltd

  • Sanofi India Ltd

  • Cummins India Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • Aditya Birla Fashion and Retail Ltd

  • Quess Corp Ltd

  • Whirlpool of India Ltd

  • The Federal Bank Ltd

  • Titan Company Ltd

  • Kansai Nerolac Paints Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Cash and Other Net Current Assets

  • Jindal Steel & Power Ltd

  • IIFL Wealth Management Ltd

  • RBL Bank Ltd

  • IIFL Securities Ltd

View More
  • Bank - Private

  • Insurance

  • Miscellaneous

  • Cement & Construction Materials

  • Paints

  • Engineering - Construction

  • Consumer Durables - Domestic Appliances

  • Retailing

  • Finance - NBFC

  • Refineries

  • Electric Equipment

  • Hospital & Healthcare Services

  • Breweries & Distilleries

  • Automobile Two & Three Wheelers

  • Air Conditioners

  • Consumer Food

  • Hotel, Resort & Restaurants

  • IT - Software

  • Chemicals

  • Pharmaceuticals & Drugs

  • Diesel Engines

  • Household & Personal Products

  • Diamond & Jewellery

  • Steel/Sponge Iron/Pig Iron

  • Finance - Investment

View More

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 ₹720.99 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 ₹2.14(6.64%)yesterday to ₹34.35.

Among its top 3 holdings the fund has exposure to Larsen & Toubro Ltd, TREPS and ICICI Bank Ltd

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

Fund Manager

  • Cash

  • Equity

View More