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 0.43 -1.79 -0.43 12.42 9.85 11.21
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY LargeMidcap 250 - 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 -0.43 12.42 9.85 1.88 5,135.36
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option Jul 09, 2010 -2.50 16.79 12.24 1.75 24,054.79
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 -1.80 15.84 10.06 1.76 15,499.66
Kotak Equity Opportunities Fund - Growth Sep 09, 2004 5.11 14.76 11.03 1.79 11,555.33
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth Feb 28, 1993 5.37 17.25 11.18 1.80 9,077.27
HDFC Large and Mid Cap Fund - Regular Growth Plan Feb 18, 1994 Unrated 7.32 18.30 10.90 1.84 7,865.66

Fund Holdings as on 31-December-2022

  • ICICI Bank Ltd

  • TREPS

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • Infosys Ltd

  • State Bank of India

  • Larsen & Toubro Ltd

  • Canara Bank

  • Axis Bank Ltd

  • Housing Development Finance Corporation Ltd

  • Varun Beverages Ltd

  • Ashok Leyland Ltd

  • Bajaj Finserv Ltd

  • ABB India Ltd

  • Bank of Baroda

  • Bharti Airtel Ltd

  • Mold-Tek Packaging Ltd

  • UNO Minda Ltd

  • Sona BLW Precision Forgings Ltd

  • Hindalco Industries Ltd

  • IndusInd Bank Ltd

  • Container Corporation of India Ltd

  • Hindustan UniLever Ltd

  • Tata Consultancy Services Ltd

  • Dixon Technologies (India) Ltd

  • Astral Ltd

  • Oberoi Realty Ltd

  • Max Financial Services Ltd

  • The Indian Hotels Company Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Schaeffler India Ltd

  • United Breweries Ltd

  • Bajaj Finance Ltd

  • Divis Laboratories Ltd

  • Polycab India Ltd

  • Sun Pharmaceutical Industries Ltd

  • Ultratech Cement Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • TCI Express Ltd

  • PI Industries Ltd

  • Navin Fluorine International Ltd

  • BEML Ltd

  • Avenue Supermarts Ltd

  • Maruti Suzuki India Ltd

  • Tata Motors Ltd

  • Jubilant Foodworks Ltd

  • Fortis Health Care Ltd

  • Indraprastha Gas Ltd

  • Atul Ltd

  • MphasiS Ltd

  • Tube Investments of India Ltd

  • Tata Power Company Ltd

  • Shree Cement Ltd

  • Persistent Systems Ltd

  • Metro Brands Ltd

  • Titan Company Ltd

  • Cummins India Ltd

  • Page Industries Ltd

  • SRF Ltd

  • Sundram Fasteners Ltd

  • Relaxo Footwears Ltd

  • Cholamandalam Financial Holdings Ltd

  • Kajaria Ceramics Ltd

  • Triveni Turbine Ltd

  • Voltas Ltd

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • BEML Land and Assets Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Bank - Public

  • IT - Software

  • Miscellaneous

  • Refineries

  • Auto Ancillary

  • Plastic Products

  • Consumer Food

  • Automobiles-Trucks/Lcv

  • Logistics

  • Engineering - Construction

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Finance - Investment

  • Cement & Construction Materials

  • Chemicals

  • Finance - Housing

  • Retailing

  • Electric Equipment

  • Telecommunication - Service Provider

  • Metal - Non Ferrous

  • Engineering - Industrial Equipments

  • Household & Personal Products

  • Consumer Durables - Electronics

  • Construction - Real Estate

  • Finance - Others

  • Hotel, Resort & Restaurants

  • Consumer Durables - Domestic Appliances

  • Bearings

  • Breweries & Distilleries

  • Cable

  • Pesticides & Agrochemicals

  • Automobiles - Passenger Cars

  • Hospital & Healthcare Services

  • Industrial Gases & Fuels

  • Cycles

  • Power Generation/Distribution

  • Diamond & Jewellery

  • Diesel Engines

  • Textile

  • Diversified

  • Footwear

  • Fasteners

  • Ceramics/Marble/Granite/Sanitaryware

  • e-Commerce

  • Air Conditioners

  • Unspecified

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Fund Manager

  • Cash

  • 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 ₹5,135.36 crore. Sundaram Large and Mid Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY LargeMidcap 250 - TRI as secondary index.

The NAV of Sundaram Large and Mid Cap Fund ended down ₹-0.84(-1.55%)yesterday to ₹53.4439.

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