Sundaram Large and Mid Cap Fund - Growth - Regular Plan

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  • (-0.07%)Nav, as on 24-06-2019

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  • Net Change on 24-06-2019

  • 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 0.45 1.97 5.38 14.96 13.34 10.61
NIFTY 200 - TRI 0.33 2.28 0.11 14.67 15.14 13.80
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54

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 5.38 14.96 13.34 2.77 665.12
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option Jul 09, 2010 10.48 17.86 20.67 2.00 7,616.50
DSP Equity Opportunities Fund-Regular Plan - Growth May 16, 2000 3.67 12.34 13.22 1.92 5,720.56
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Feb 24, 1995 Unrated -1.19 9.83 12.13 2.05 5,420.50
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 1.38 14.75 17.77 1.87 4,890.39
ICICI Prudential Large & Mid Cap Fund - Growth Jul 09, 1998 4.52 10.72 8.97 2.13 3,154.13

Fund Holdings as on 31-May-2019

  • ICICI Bank Ltd

  • Axis Bank Ltd

  • Reliance Industries Ltd

  • Larsen & Toubro Ltd

  • HDFC Bank Ltd

  • Ultratech Cement Ltd

  • The Ramco Cements Ltd

  • Siemens Ltd

  • Varun Beverages Ltd

  • EIH Ltd

  • Apollo Hospitals Enterprise Ltd

  • United Spirits Ltd

  • SBI Life Insurance Company Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Cummins India Ltd

  • RBL Bank Ltd

  • TVS Motor Company Ltd

  • Voltas Ltd

  • Berger Paints (I) Ltd

  • Bajaj Finance Ltd

  • Aditya Birla Fashion and Retail Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • Shree Cement Ltd

  • Sanofi India Ltd

  • Whirlpool of India Ltd

  • CBLO

  • Trent Ltd

  • Tata Chemicals Ltd

  • Quess Corp Ltd

  • MphasiS Ltd

  • Jindal Steel & Power Ltd

  • Tech Mahindra Ltd

  • Kansai Nerolac Paints Ltd

  • IIFL Wealth Management Ltd

  • The Federal Bank Ltd

  • IIFL Holdings Ltd

  • IIFL Securities Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Cement & Construction Materials

  • Insurance

  • Consumer Durables - Domestic Appliances

  • Retailing

  • Refineries

  • Engineering - Construction

  • Paints

  • IT - Software

  • Electric Equipment

  • Consumer Food

  • Miscellaneous

  • Hotel, Resort & Restaurants

  • Hospital & Healthcare Services

  • Breweries & Distilleries

  • Diesel Engines

  • Air Conditioners

  • Automobile Two & Three Wheelers

  • Finance - NBFC

  • Household & Personal Products

  • Pharmaceuticals & Drugs

  • Chemicals

  • Steel/Sponge Iron/Pig Iron

  • Finance - Investment

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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 ₹665.12 crore. Sundaram Large and Mid Cap Fund is benchmarked against NIFTY 200 - TRI as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Sundaram Large and Mid Cap Fund ended down ₹-0.03(-0.07%)yesterday to ₹34.59.

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

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