Sundaram Large and Mid Cap Fund - Growth - Regular Plan

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  • Net Change on 28-02-2020

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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

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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 Growth -2.66 0.33 15.23 11.51 10.06 10.58
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 Growth Feb 27, 2007 15.23 11.51 10.06 2.23 1,109.61
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option Jul 09, 2010 17.69 12.46 14.48 1.78 9,805.69
DSP Equity Opportunities Fund-Regular Plan - Growth May 16, 2000 14.98 8.43 9.51 1.93 5,662.67
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 16.47 11.75 11.82 1.97 5,625.45
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Feb 24, 1995 15.57 6.53 7.89 1.98 5,039.35
ICICI Prudential Large & Mid Cap Fund - Growth Jul 09, 1998 Unrated 8.31 4.41 5.21 2.06 3,277.08

Fund Holdings as on 31-January-2020

  • ICICI Bank Ltd

  • Bajaj Finance Ltd

  • Tata Chemicals Ltd

  • The Federal Bank Ltd

  • Reliance Industries Ltd

  • Larsen & Toubro Ltd

  • HDFC Bank Ltd

  • Apollo Hospitals Enterprise Ltd

  • United Spirits Ltd

  • Voltas Ltd

  • SBI Life Insurance Company Ltd

  • Ultratech Cement Ltd

  • Cummins India Ltd

  • Axis Bank Ltd

  • Cholamandalam Financial Holdings Ltd

  • The Ramco Cements Ltd

  • Siemens Ltd

  • RBL Bank Ltd

  • Whirlpool of India Ltd

  • TVS Motor Company Ltd

  • Bharti Airtel Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Kansai Nerolac Paints Ltd

  • Quess Corp Ltd

  • Varun Beverages Ltd

  • HDFC Life Insurance Company Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Trent Ltd

  • EIH Ltd

  • Aditya Birla Fashion and Retail Ltd

  • Sanofi India Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • Titan Company Ltd

  • Zee Entertainment Enterprises Ltd

  • Hindustan UniLever Ltd

  • (b) Share Application Money pending Allotment

  • Tata Global Beverages Ltd

  • Container Corporation of India Ltd

  • Castrol India Ltd

  • Cash and Other Net Current Assets

  • Bharat Petroleum Corporation Ltd

  • Bosch Ltd

  • TREPS

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  • Bank - Private

  • Insurance

  • Cement & Construction Materials

  • Consumer Durables - Domestic Appliances

  • Refineries

  • Finance - NBFC

  • Chemicals

  • Retailing

  • Engineering - Construction

  • Hospital & Healthcare Services

  • Breweries & Distilleries

  • Miscellaneous

  • Air Conditioners

  • Diesel Engines

  • Finance - Investment

  • Electric Equipment

  • Household & Personal Products

  • Automobile Two & Three Wheelers

  • Telecommunication - Service Provider

  • Paints

  • Consumer Food

  • Hotel, Resort & Restaurants

  • Pharmaceuticals & Drugs

  • Diamond & Jewellery

  • TV Broadcasting & Software Production

  • Tea/Coffee

  • Logistics

  • Lubricants

  • Auto Ancillary

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About Sundaram Large and Mid Cap Fund

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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 ₹1,109.61 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 ₹-0.87(-2.35%)yesterday to ₹36.1192.

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

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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