Sundaram Large and Mid Cap Fund - Growth - Direct Plan

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  • Net Change on 27-11-2020

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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 9.50 9.07 2.76 6.21 11.50 12.85
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 2.76 6.21 11.50 0.86 1,246.53
Mirae Asset Emerging Bluechip Fund - Direct Plan - Growth Jan 01, 2013 17.79 10.01 17.21 0.76 11,928.63
Canara Robeco Emerging Equities-Direct Plan-Growth Option Jan 01, 2013 20.71 7.87 14.10 0.77 6,126.38
DSP Equity Opportunities Fund - Direct Plan - Growth Dec 31, 2012 9.52 4.94 12.21 1.01 4,869.42
Aditya Birla Sun Life Equity Advantage Fund - Growth - Direct Plan Jan 01, 2013 12.11 3.12 11.34 1.07 4,380.33
Kotak Equity Opportunities Fund - Growth - Direct Jan 01, 2013 14.29 7.85 13.26 0.82 3,884.93

Fund Holdings as on 31-October-2020

  • Reliance Industries Ltd

  • HDFC Bank Ltd

  • Infosys Ltd

  • ICICI Bank Ltd

  • Bharti Airtel Ltd

  • TATA Consumer Products Ltd

  • AU Small Finance Bank Ltd

  • Cipla Ltd

  • Tata Consultancy Services Ltd

  • Max Financial Services Ltd

  • Kansai Nerolac Paints Ltd

  • Cummins India Ltd

  • Whirlpool of India Ltd

  • The Ramco Cements Ltd

  • TVS Motor Company Ltd

  • Maruti Suzuki India Ltd

  • The Federal Bank Ltd

  • HCL Technologies Ltd

  • PI Industries Ltd

  • Axis Bank Ltd

  • Voltas Ltd

  • Dr. Reddy's Laboratories Ltd

  • Hero MotoCorp Ltd

  • Bharat Petroleum Corporation Ltd

  • Trent Ltd

  • Ultratech Cement Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Hindustan UniLever Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • Mahindra & Mahindra Ltd

  • ICICI Lombard General Insurance Company Ltd

  • IIFL Wealth Management Ltd

  • Varun Beverages Ltd

  • Sun Pharmaceutical Industries Ltd

  • Aditya Birla Fashion and Retail Ltd

  • Cholamandalam Financial Holdings Ltd

  • Jubilant Foodworks Ltd

  • Divi's Laboratories Ltd

  • TREPS

  • Natco Pharma Ltd

  • Sanofi India Ltd

  • Castrol India Ltd

  • NTPC Ltd

  • EIH Ltd

  • Reverse Repo

  • Aditya Birla Fashion and Retail Ltd - Partly Paid Right Shares

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • IT - Software

  • Refineries

  • Consumer Food

  • Automobile Two & Three Wheelers

  • Consumer Durables - Domestic Appliances

  • Cement & Construction Materials

  • Finance - Others

  • Automobiles - Passenger Cars

  • Household & Personal Products

  • Telecommunication - Service Provider

  • Retailing

  • Paints

  • Diesel Engines

  • Pesticides & Agrochemicals

  • Air Conditioners

  • Insurance

  • Finance - Investment

  • Lubricants

  • Power Generation/Distribution

  • Hotel, Resort & Restaurants

  • Miscellaneous

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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 ₹1,246.53 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 up ₹0.54(1.36%)yesterday to ₹39.8779.

Among its top 3 holdings the fund has exposure to Reliance Industries 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