Sundaram Large and Mid Cap Fund - Growth - Regular Plan

Other Plans and Options
  • 0.64 %Nav, as on 24-04-2019

  • Previous Nav

  • Net Change on 24-04-2019

  • 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 1.64 5.59 2.60 16.08 16.68 10.70
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 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Large and Midcap Growth Feb 27, 2007 2.60 16.08 16.68 2.29 578.79
BOI AXA Large & Mid Cap Equity Fund Regular Plan- Growth Oct 21, 2008 -12.24 8.31 9.61 3.06 158.40
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option Jun 14, 2007 -1.47 12.08 13.66 2.60 398.90
HDFC Growth Opportunities Fund - Regular Growth Plan Feb 18, 1994 5.34 10.76 9.15 2.35 1,312.11
Invesco India Growth Opportunities Fund - Growth Aug 09, 2007 1.51 15.28 15.81 2.17 1,248.19
Quant Large & Mid Cap Fund - Growth Option Dec 11, 2006 -3.49 11.09 19.15 2.50 4.60

Fund Holdings as on 31-March-2019

  • Axis Bank Ltd

  • Reliance Industries Ltd

  • ICICI Bank Ltd

  • EIH Ltd

  • HDFC Bank Ltd

  • The Ramco Cements Ltd

  • Apollo Hospitals Enterprise Ltd

  • Bharat Financial Inclusion Ltd

  • Varun Beverages Ltd

  • Berger Paints (I) Ltd

  • IIFL Holdings Ltd

  • RBL Bank Ltd

  • SBI Life Insurance Company Ltd

  • Aditya Birla Fashion and Retail Ltd

  • ICICI Lombard General Insurance Company Ltd

  • TVS Motor Company Ltd

  • United Spirits Ltd

  • Infosys Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • Voltas Ltd

  • Bajaj Finance Ltd

  • Dr. Reddy's Laboratories Ltd

  • Cummins India Ltd

  • ITC Ltd

  • Quess Corp Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Ultratech Cement Ltd

  • Larsen & Toubro Ltd

  • Housing Development Finance Corporation Ltd

  • MphasiS Ltd

  • GAIL (India) Ltd

  • Tech Mahindra Ltd

  • Yes Bank Ltd

  • Cash and Other Net Current Assets

  • Tata Chemicals Ltd

  • Shree Cement Ltd

  • Jindal Steel & Power Ltd

  • Sundaram Money Fund - Direct Growth

  • CBLO

  • Siemens Ltd

  • Zee Entertainment Enterprises Ltd

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  • Bank - Private

  • Cement & Construction Materials

  • IT - Software

  • Insurance

  • Finance - NBFC

  • Refineries

  • Hotel, Resort & Restaurants

  • Hospital & Healthcare Services

  • Consumer Food

  • Paints

  • Finance - Investment

  • Retailing

  • Automobile Two & Three Wheelers

  • Breweries & Distilleries

  • Household & Personal Products

  • Miscellaneous

  • Air Conditioners

  • Pharmaceuticals & Drugs

  • Diesel Engines

  • Cigarettes/Tobacco

  • Consumer Durables - Domestic Appliances

  • Engineering - Construction

  • Finance - Housing

  • Industrial Gases & Fuels

  • Chemicals

  • Steel/Sponge Iron/Pig Iron

  • Electric Equipment

  • TV Broadcasting & Software Production

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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 ₹578.79 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 up ₹0.22(0.64%)yesterday to ₹34.41.

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

  • MFU

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