Sundaram Large and Mid Cap Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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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 Fund Regular Plan - Growth -4.65 -12.05 1.70 11.02 10.69 10.79
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 Fund Regular Plan - Growth Feb 27, 2007 1.70 11.02 10.69 1.95 4,725.91
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option Jul 09, 2010 -0.87 16.96 13.85 1.69 21,389.16
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 -0.35 14.97 11.38 1.84 13,023.63
Kotak Equity Opportunities Fund - Growth Sep 09, 2004 0.09 13.85 10.85 1.83 9,410.46
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth Feb 28, 1993 0.94 14.17 11.57 1.88 6,481.51
DSP Equity Opportunities Fund-Regular Plan - Growth May 16, 2000 Unrated -4.76 12.57 10.05 1.90 6,402.76

Fund Holdings as on 31-May-2022

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • Infosys Ltd

  • TREPS

  • HDFC Bank Ltd

  • Larsen & Toubro Ltd

  • Bajaj Finserv Ltd

  • State Bank of India

  • Varun Beverages Ltd

  • Axis Bank Ltd

  • Sona BLW Precision Forgings Ltd

  • Housing Development Finance Corporation Ltd

  • Ashok Leyland Ltd

  • Schaeffler India Ltd

  • Canara Bank

  • Max Financial Services Ltd

  • ABB India Ltd

  • Minda Industries Ltd

  • Dixon Technologies (India) Ltd

  • Bharti Airtel Ltd

  • Hindalco Industries Ltd

  • Bajaj Finance Ltd

  • MphasiS Ltd

  • Divis Laboratories Ltd

  • Astral Ltd

  • Polycab India Ltd

  • Tata Consultancy Services Ltd

  • Mold-Tek Packaging Ltd

  • Oberoi Realty Ltd

  • Tata Motors Ltd

  • Ultratech Cement Ltd

  • Navin Fluorine International Ltd

  • Hindustan UniLever Ltd

  • Sun Pharmaceutical Industries Ltd

  • Avenue Supermarts Ltd

  • Tata Power Company Ltd

  • Gujarat Gas Co Ltd

  • BEML Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • TCI Express Ltd

  • Indraprastha Gas Ltd

  • Gland Pharma Ltd

  • PI Industries Ltd

  • MindTree Ltd

  • Bank of Baroda

  • Crompton Greaves Consumer Electricals Ltd

  • Atul Ltd

  • Fortis Health Care Ltd

  • Container Corporation of India Ltd

  • Persistent Systems Ltd

  • TATA Consumer Products Ltd

  • Maruti Suzuki India Ltd

  • SRF Ltd

  • Relaxo Footwears Ltd

  • Page Industries Ltd

  • Shree Cement Ltd

  • Tata Steel Ltd

  • Jubilant Foodworks Ltd

  • Cholamandalam Financial Holdings Ltd

  • Metro Brands Ltd

  • Tube Investments of India Ltd

  • Cummins India Ltd

  • Natco Pharma Ltd

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • Motherson Sumi Systems Ltd

  • IPCA Laboratories Ltd

  • Sundram Fasteners Ltd

  • Wipro Ltd

  • Kajaria Ceramics Ltd

  • Titan Company Ltd

  • LIC of India Ltd

  • Dalmia Cement (Bharat) Ltd.

  • Apollo Hospitals Enterprise Ltd

  • Cash and Other Net Current Assets

  • Bharti Airtel Ltd - Partly Paid Right Shares

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  • Bank - Private

  • IT - Software

  • Bank - Public

  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Refineries

  • Auto Ancillary

  • Automobiles-Trucks/Lcv

  • Finance - Investment

  • Plastic Products

  • Consumer Food

  • Engineering - Construction

  • Finance - NBFC

  • Cement & Construction Materials

  • Chemicals

  • Logistics

  • Finance - Housing

  • Retailing

  • Bearings

  • Finance - Others

  • Electric Equipment

  • Consumer Durables - Electronics

  • Telecommunication - Service Provider

  • Metal - Non Ferrous

  • Cable

  • Construction - Real Estate

  • Hospital & Healthcare Services

  • Household & Personal Products

  • Power Generation/Distribution

  • Gas Transmission/Marketing

  • Engineering - Industrial Equipments

  • Industrial Gases & Fuels

  • Pesticides & Agrochemicals

  • Consumer Durables - Domestic Appliances

  • Tea/Coffee

  • Automobiles - Passenger Cars

  • Diversified

  • Footwear

  • Textile

  • Steel & Iron Products

  • Cycles

  • Diesel Engines

  • e-Commerce

  • Fasteners

  • Ceramics/Marble/Granite/Sanitaryware

  • Diamond & Jewellery

  • Insurance

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  • 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 ₹4,725.91 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 ₹0.1(0.21%)yesterday to ₹48.2241.

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

The Sundaram Large and Mid Cap Fund is managed by Ravi Gopalakrishnan and Ashish Aggarwal.

Fund House Contact

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

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