Sundaram Large and Mid Cap Fund - Growth - Direct Plan

  • Previous Nav

  • Net Change on 21-10-2021

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct 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

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 Option 2.12 15.39 65.34 23.68 18.09 16.85
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- Direct Plan - Growth Option Jan 08, 2013 Unrated 65.34 23.68 18.09 0.90 1,819.84
Mirae Asset Emerging Bluechip Fund - Direct Plan - Growth Jan 01, 2013 69.27 30.44 21.75 0.68 21,263.17
Canara Robeco Emerging Equities-Direct Plan-Growth Option Jan 01, 2013 64.74 27.16 19.38 0.63 11,461.17
Kotak Equity Opportunities Fund - Growth - Direct Jan 01, 2013 54.21 24.97 16.89 0.64 8,020.47
DSP Equity Opportunities Fund - Direct Plan - Growth Dec 31, 2012 64.58 24.72 16.70 0.93 7,002.35
Aditya Birla Sun Life Equity Advantage Fund - Growth - Direct Plan Jan 01, 2013 67.56 25.21 15.55 1.06 6,081.96

Fund Holdings as on 30-September-2021

  • Infosys Ltd

  • Mind Tree Ltd

  • ICICI Bank Ltd

  • HDFC Bank Ltd

  • State Bank of India

  • Larsen & Toubro Ltd

  • PI Industries Ltd

  • Schaeffler India Ltd

  • Reliance Industries Ltd

  • Bajaj Finserv Ltd

  • Axis Bank Ltd

  • Varun Beverages Ltd

  • HCL Technologies Ltd

  • Astral Ltd

  • Apollo Hospitals Enterprise Ltd

  • Indian Railway Catering & Tourism Corporation Ltd

  • Housing Development Finance Corporation Ltd

  • Indraprastha Gas Ltd

  • MphasiS Ltd

  • Sona BLW Precision Forgings Ltd

  • Gland Pharma Ltd

  • Ultratech Cement Ltd

  • Divi's Laboratories Ltd

  • Minda Industries Ltd

  • Shriram Transport Finance Company Ltd

  • TATA Consumer Products Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Max Financial Services Ltd

  • Hindalco Industries Ltd

  • Bharat Petroleum Corporation Ltd

  • Cholamandalam Financial Holdings Ltd

  • Bharti Airtel Ltd

  • Ashok Leyland Ltd

  • Cummins India Ltd

  • AU Small Finance Bank Ltd

  • Cipla Ltd

  • Dalmia Cement (Bharat) Ltd.

  • Kansai Nerolac Paints Ltd

  • Trent Ltd

  • TREPS

  • Cash and Other Net Current Assets

  • SBI Life Insurance Company Ltd

  • Tube Investments of India Ltd

  • Voltas Ltd

  • Natco Pharma Ltd

  • Jubilant Foodworks Ltd

  • Motherson Sumi Systems Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Zomato Ltd

  • Bharti Airtel Ltd - Rights Entitlement

View More
  • IT - Software

  • Bank - Private

  • Pharmaceuticals & Drugs

  • Auto Ancillary

  • Refineries

  • Finance - Investment

  • Bank - Public

  • Engineering - Construction

  • Cement & Construction Materials

  • Pesticides & Agrochemicals

  • Consumer Food

  • Bearings

  • Plastic Products

  • Hospital & Healthcare Services

  • Travel Services

  • Finance - Housing

  • Industrial Gases & Fuels

  • Finance - NBFC

  • Consumer Durables - Domestic Appliances

  • Tea/Coffee

  • Finance - Others

  • Metal - Non Ferrous

  • Telecommunication - Service Provider

  • Miscellaneous

  • Automobiles-Trucks/Lcv

  • Diesel Engines

  • Paints

  • Retailing

  • Insurance

  • Cycles

  • Air Conditioners

  • e-Commerce

View More
  • Cash

  • Equity

  • Rights

View More

About Sundaram Large and Mid Cap Fund

NULL

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 ₹1,819.84 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 ₹-0.31(-0.51%)yesterday to ₹60.4082.

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

The Sundaram Large and Mid Cap Fund is managed by S. Bharath and Rahul Baijal.

Fund House Contact

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

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