Sundaram Large and Mid Cap Fund - Growth - Direct Plan

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  • Net Change on 18-06-2021

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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 (₹)

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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 Option 5.68 7.84 59.58 13.07 16.58 14.97
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 59.58 13.07 16.58 0.94 1,544.24
Canara Robeco Emerging Equities-Direct Plan-Growth Option Jan 01, 2013 66.81 16.45 19.55 0.70 8,988.06
Kotak Equity Opportunities Fund - Growth - Direct Jan 01, 2013 59.25 16.71 17.47 0.70 6,361.75
DSP Equity Opportunities Fund - Direct Plan - Growth Dec 31, 2012 65.02 16.20 17.42 0.94 6,348.18
Aditya Birla Sun Life Equity Advantage Fund - Growth - Direct Plan Jan 01, 2013 70.91 13.62 15.47 1.21 5,295.86
SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth Jan 01, 2013 68.04 15.69 15.96 1.38 4,082.89

Fund Holdings as on 31-May-2021

  • Infosys Ltd

  • Reliance Industries Ltd

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • State Bank of India

  • Larsen & Toubro Ltd

  • MindTree Ltd

  • AU Small Finance Bank Ltd

  • Axis Bank Ltd

  • PI Industries Ltd

  • Max Financial Services Ltd

  • Bharat Petroleum Corporation Ltd

  • Varun Beverages Ltd

  • Housing Development Finance Corporation Ltd

  • Ultratech Cement Ltd

  • The Ramco Cements Ltd

  • HCL Technologies Ltd

  • Gland Pharma Ltd

  • Astral Ltd

  • IIFL Wealth Management Ltd

  • TATA Consumer Products Ltd

  • The Phoenix Mills Ltd

  • Whirlpool of India Ltd

  • Schaeffler India Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Hindalco Industries Ltd

  • Apollo Hospitals Enterprise Ltd

  • MphasiS Ltd

  • Cipla Ltd

  • Bharti Airtel Ltd

  • Cummins India Ltd

  • Cholamandalam Financial Holdings Ltd

  • Divi's Laboratories Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Indian Railway Catering & Tourism Corporation Ltd

  • Dr. Reddy's Laboratories Ltd

  • Ashok Leyland Ltd

  • Natco Pharma Ltd

  • Jubilant Foodworks Ltd

  • Trent Ltd

  • Voltas Ltd

  • Kansai Nerolac Paints Ltd

  • Bajaj Finserv Ltd

  • Cash and Other Net Current Assets

  • TVS Motor Company Ltd

  • TREPS

  • Indraprastha Gas Ltd

  • Reverse Repo

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Refineries

  • Finance - Others

  • Cement & Construction Materials

  • Bank - Public

  • Consumer Durables - Domestic Appliances

  • Engineering - Construction

  • Consumer Food

  • Pesticides & Agrochemicals

  • Finance - Investment

  • Finance - Housing

  • Plastic Products

  • Tea/Coffee

  • Construction - Real Estate

  • Bearings

  • Miscellaneous

  • Metal - Non Ferrous

  • Hospital & Healthcare Services

  • Telecommunication - Service Provider

  • Diesel Engines

  • Travel Services

  • Insurance

  • Automobiles-Trucks/Lcv

  • Retailing

  • Air Conditioners

  • Paints

  • Automobile Two & Three Wheelers

  • Industrial Gases & Fuels

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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 08-Jan-2013 and currently has an AUM of ₹1,544.24 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 ₹-0.19(-0.39%)yesterday to ₹49.9246.

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