Sundaram Large and Mid Cap Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Minimum Addl Investment (₹)

  • Exit Load (%)

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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 3.94 0.21 35.56 19.61 17.51 12.26
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 35.56 19.61 17.51 2.23 5,099.84
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option Jul 09, 2010 32.63 25.80 21.62 1.66 21,971.72
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 31.79 22.83 19.22 1.85 12,458.66
Kotak Equity Opportunities Fund - Growth Sep 09, 2004 27.64 20.65 16.48 1.91 8,663.25
DSP Equity Opportunities Fund-Regular Plan - Growth May 16, 2000 Unrated 26.17 19.52 15.34 1.90 6,732.67
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Feb 24, 1995 31.69 21.39 15.42 1.94 6,231.75

Fund Holdings as on 31-December-2021

  • Infosys Ltd

  • ICICI Bank Ltd

  • HDFC Bank Ltd

  • Cash and Other Net Current Assets^

  • Reliance Industries Ltd

  • Larsen & Toubro Ltd

  • Sona BLW Precision Forgings Ltd

  • MphasiS Ltd

  • Bajaj Finserv Ltd

  • Housing Development Finance Corporation Ltd

  • Dixon Technologies (India) Ltd

  • State Bank of India

  • Divis Laboratories Ltd

  • Minda Industries Ltd

  • Axis Bank Ltd

  • Max Financial Services Ltd

  • Astral Ltd

  • Varun Beverages Ltd

  • Bajaj Finance Ltd

  • Hindalco Industries Ltd

  • Ultratech Cement Ltd

  • Ashok Leyland Ltd

  • MindTree Ltd

  • Mold-Tek Packaging Ltd

  • Bharti Airtel Ltd

  • TCI Express Ltd

  • Tata Motors Ltd

  • Schaeffler India Ltd

  • Avenue Supermarts Ltd

  • Indraprastha Gas Ltd

  • BEML Ltd

  • Navin Fluorine International Ltd

  • Canara Bank

  • Polycab India Ltd

  • Fortis Health Care Ltd

  • Tata Consultancy Services Ltd

  • PI Industries Ltd

  • HCL Technologies Ltd

  • Bharat Petroleum Corporation Ltd

  • Motherson Sumi Systems Ltd

  • Atul Ltd

  • TREPS

  • Relaxo Footwears Ltd

  • Tata Power Company Ltd

  • SKF India Ltd

  • Wipro Ltd

  • Gland Pharma Ltd

  • Shree Cement Ltd

  • Godrej Properties Ltd

  • Jubilant Foodworks Ltd

  • Natco Pharma Ltd

  • Bank of Baroda

  • SRF Ltd

  • Gujarat Gas Co Ltd

  • Tata Steel Ltd

  • Shriram Transport Finance Company Ltd

  • Maruti Suzuki India Ltd

  • Tube Investments of India Ltd

  • Laurus Labs Ltd

  • TATA Consumer Products Ltd

  • Cholamandalam Financial Holdings Ltd

  • IPCA Laboratories Ltd

  • Indian Bank

  • Sundram Fasteners Ltd

  • L&T Finance Holdings Ltd

  • Rossari Biotech Ltd

  • Cummins India Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Kajaria Ceramics Ltd

  • Page Industries Ltd

  • Reverse Repo

  • Dalmia Cement (Bharat) Ltd.

  • SBI Life Insurance Company Ltd

  • AU Small Finance Bank Ltd

  • Apollo Hospitals Enterprise Ltd

  • Titan Company Ltd

  • Trent Ltd

  • Balkrishna Industries Ltd

  • Hindustan UniLever Ltd

  • Metro Brands Ltd

  • Cipla Ltd

  • Voltas Ltd

  • Kansai Nerolac Paints Ltd

  • AIA Engineering Ltd

  • Gujarat State Petronet Ltd

  • ABB India Ltd

  • PB Fintech Ltd

  • Metropolis Healthcare Ltd

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • ICICI Lombard General Insurance Company Ltd

  • Bharti Airtel Ltd - Partly Paid Right Shares

  • 91 DAY T-BILL 06-Jan-2022

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  • IT - Software

  • Bank - Private

  • Auto Ancillary

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Refineries

  • Plastic Products

  • Finance - Investment

  • Automobiles-Trucks/Lcv

  • Finance - NBFC

  • Engineering - Construction

  • Cement & Construction Materials

  • Chemicals

  • Consumer Food

  • Bearings

  • Finance - Housing

  • Consumer Durables - Electronics

  • Retailing

  • Finance - Others

  • Metal - Non Ferrous

  • Hospital & Healthcare Services

  • Engineering - Industrial Equipments

  • Telecommunication - Service Provider

  • Logistics

  • Industrial Gases & Fuels

  • Cable

  • Pesticides & Agrochemicals

  • Footwear

  • Power Generation/Distribution

  • Gas Transmission/Marketing

  • Construction - Real Estate

  • Diversified

  • Automobiles - Passenger Cars

  • Steel & Iron Products

  • Cycles

  • Tea/Coffee

  • Trading

  • Diesel Engines

  • Insurance

  • Consumer Durables - Domestic Appliances

  • Ceramics/Marble/Granite/Sanitaryware

  • Textile

  • Diamond & Jewellery

  • Household & Personal Products

  • Tyres & Allied

  • e-Commerce

  • Air Conditioners

  • Paints

  • Electric Equipment

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Fund Manager

  • Education:MBA (Finance), MS (Finance)
  • Experience:20 Years
  • Basic Details:Mr. Ravi Gopalakrishnan Over 20 years of experience in managing/advising portfolios for institutional and individual investors and , handling research function. His previous expereinces includes ED & CIO-Equities with Pramerica Asset Managers Private Limited, Portfolio Advisor with Hudson Fairfax Group, USA, Head - Portfolio Management Services with Principal PNB Asset Management, Fund Manager - Equities with Sun F&C asset Management Ltd.
  • Funds Managed:
  • Sundaram Focused Fund
  • Sundaram Focused Fund
  • Sundaram Large and Mid Cap Fund
  • Sundaram Small Cap Fund
  • Cash

  • Equity

  • Rights

  • Sov

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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 ₹5,099.84 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 down ₹-1.09(-1.91%)yesterday to ₹56.1147.

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

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

Fund House Contact

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

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