Sundaram Large and Mid Cap Fund - Growth - Regular Plan

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  • Net Change on 31-07-2020

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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

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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 6.13 12.28 -1.91 2.03 6.35 9.08
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 -1.91 2.03 6.35 2.22 1,113.33
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option Jul 09, 2010 7.43 5.04 11.57 1.76 9,833.81
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 7.07 2.21 7.86 1.97 5,162.09
DSP Equity Opportunities Fund-Regular Plan - Growth May 16, 2000 2.19 0.86 6.72 1.98 4,733.33
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Feb 24, 1995 1.18 -3.15 4.31 2.07 4,093.14
Kotak Equity Opportunities Fund - Growth Sep 09, 2004 5.27 2.32 6.91 2.07 3,298.27

Fund Holdings as on 30-June-2020

  • Reliance Industries Ltd

  • Bharti Airtel Ltd

  • HDFC Bank Ltd

  • TATA Consumer Products Ltd

  • ICICI Bank Ltd

  • Sanofi India Ltd

  • Infosys Ltd

  • Cipla Ltd

  • SBI Life Insurance Company Ltd

  • Whirlpool of India Ltd

  • The Federal Bank Ltd

  • Cummins India Ltd

  • Hindustan UniLever Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Trent Ltd

  • Larsen & Toubro Ltd

  • Voltas Ltd

  • The Ramco Cements Ltd

  • Hero MotoCorp Ltd

  • Britannia Industries Ltd

  • Kansai Nerolac Paints Ltd

  • Varun Beverages Ltd

  • Bharat Petroleum Corporation Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • Ultratech Cement Ltd

  • TVS Motor Company Ltd

  • Lupin Ltd

  • Cholamandalam Financial Holdings Ltd

  • Sun Pharmaceutical Industries Ltd

  • HCL Technologies Ltd

  • Dr. Reddy's Laboratories Ltd

  • IIFL Wealth Management Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • IndusInd Bank Ltd

  • Castrol India Ltd

  • Axis Bank Ltd

  • Tata Consultancy Services Ltd

  • Aditya Birla Fashion and Retail Ltd

  • Quess Corp Ltd

  • Jubilant Foodworks Ltd

  • HDFC Asset Management Company Ltd

  • Mahindra & Mahindra Ltd

  • Cash and Other Net Current Assets

  • EIH Ltd

  • TREPS

  • Reverse Repo

  • Aditya Birla Fashion and Retail Ltd - Rights Entitlement

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • Refineries

  • IT - Software

  • Consumer Food

  • Insurance

  • Household & Personal Products

  • Cement & Construction Materials

  • Consumer Durables - Domestic Appliances

  • Automobile Two & Three Wheelers

  • Telecommunication - Service Provider

  • Retailing

  • Tea/Coffee

  • Diesel Engines

  • Engineering - Construction

  • Air Conditioners

  • Paints

  • Finance - Investment

  • Finance - Others

  • Lubricants

  • Miscellaneous

  • Finance - Asset Management

  • Automobiles - Passenger Cars

  • Hotel, Resort & Restaurants

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Fund Manager

  • Cash

  • Equity

  • Rights

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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 ₹1,113.33 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 ₹0.07(0.22%)yesterday to ₹32.1201.

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