Sundaram Large and Mid Cap Fund - Growth - Direct Plan

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Fund Overview Growth | Direct 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 Direct Plan - Growth -3.33 11.76 0.28 17.23 13.69 14.74
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 Direct Plan - Growth Jan 08, 2013 0.28 17.23 13.69 0.73 5,239.96
Mirae Asset Emerging Bluechip Fund - Direct Plan - Growth Jan 01, 2013 -3.77 22.18 15.43 0.69 23,509.79
Canara Robeco Emerging Equities-Direct Plan-Growth Option Jan 01, 2013 -0.61 22.40 13.99 0.59 14,948.82
Kotak Equity Opportunities Fund - Growth - Direct Jan 01, 2013 3.41 20.61 13.53 0.59 10,842.43
SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth Jan 01, 2013 8.91 22.41 14.90 1.10 7,731.80
DSP Equity Opportunities Fund - Direct Plan - Growth Dec 31, 2012 -3.00 17.71 12.01 0.93 7,091.85

Fund Holdings as on 31-August-2022

  • ICICI Bank Ltd

  • TREPS

  • Reliance Industries Ltd

  • HDFC Bank Ltd

  • Infosys Ltd

  • Larsen & Toubro Ltd

  • Bajaj Finserv Ltd

  • Varun Beverages Ltd

  • State Bank of India

  • ABB India Ltd

  • Axis Bank Ltd

  • Ashok Leyland Ltd

  • Sona BLW Precision Forgings Ltd

  • Housing Development Finance Corporation Ltd

  • Canara Bank

  • UNO Minda Ltd

  • Schaeffler India Ltd

  • Bajaj Finance Ltd

  • Max Financial Services Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Oberoi Realty Ltd

  • Mold-Tek Packaging Ltd

  • Astral Ltd

  • Dixon Technologies (India) Ltd

  • Bharti Airtel Ltd

  • Hindalco Industries Ltd

  • BEML Ltd

  • Divis Laboratories Ltd

  • Polycab India Ltd

  • Hindustan UniLever Ltd

  • Tata Motors Ltd

  • Tata Consultancy Services Ltd

  • Avenue Supermarts Ltd

  • Navin Fluorine International Ltd

  • Container Corporation of India Ltd

  • Ultratech Cement Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Bank of Baroda

  • Maruti Suzuki India Ltd

  • PI Industries Ltd

  • Jubilant Foodworks Ltd

  • MphasiS Ltd

  • Sun Pharmaceutical Industries Ltd

  • TCI Express Ltd

  • Tata Power Company Ltd

  • Atul Ltd

  • Fortis Health Care Ltd

  • Indraprastha Gas Ltd

  • Page Industries Ltd

  • Tube Investments of India Ltd

  • Shree Cement Ltd

  • TATA Consumer Products Ltd

  • Persistent Systems Ltd

  • Metro Brands Ltd

  • MRF Ltd

  • Gland Pharma Ltd

  • SRF Ltd

  • Relaxo Footwears Ltd

  • Cummins India Ltd

  • Cholamandalam Financial Holdings Ltd

  • Sundram Fasteners Ltd

  • IPCA Laboratories Ltd

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • Samvardhana Motherson International Ltd

  • Kajaria Ceramics Ltd

  • Titan Company Ltd

  • Natco Pharma Ltd

  • LIC of India Ltd

  • Bharti Airtel Ltd - Partly Paid Right Shares

  • Cash and Other Net Current Assets

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  • Bank - Private

  • IT - Software

  • Bank - Public

  • Miscellaneous

  • Refineries

  • Auto Ancillary

  • Pharmaceuticals & Drugs

  • Consumer Food

  • Finance - Investment

  • Automobiles-Trucks/Lcv

  • Plastic Products

  • Engineering - Construction

  • Finance - NBFC

  • Chemicals

  • Logistics

  • Electric Equipment

  • Cement & Construction Materials

  • Retailing

  • Finance - Housing

  • Bearings

  • Finance - Others

  • Construction - Real Estate

  • Consumer Durables - Domestic Appliances

  • Consumer Durables - Electronics

  • Telecommunication - Service Provider

  • Metal - Non Ferrous

  • Engineering - Industrial Equipments

  • Cable

  • Household & Personal Products

  • Pesticides & Agrochemicals

  • Automobiles - Passenger Cars

  • Power Generation/Distribution

  • Hospital & Healthcare Services

  • Industrial Gases & Fuels

  • Textile

  • Cycles

  • Tea/Coffee

  • Tyres & Allied

  • Diversified

  • Footwear

  • Diesel Engines

  • Fasteners

  • e-Commerce

  • Ceramics/Marble/Granite/Sanitaryware

  • Diamond & Jewellery

  • Insurance

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Fund Manager

  • Cash

  • Equity

  • Rights

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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 08-Jan-2013 and currently has an AUM of ₹5,239.96 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 up ₹1.3(2.23%)yesterday to ₹59.9373.

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