Sundaram Large and Mid Cap Fund - Growth - Regular Plan

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Fund Overview Growth | Regular 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 Regular Plan - Growth 8.34 6.82 19.28 20.82 16.25 12.11
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 Regular Plan - Growth Feb 27, 2007 Unrated 19.28 20.82 16.25 1.85 5,738.40
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 16.92 18.84 17.66 1.65 18,844.76
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth Feb 28, 1993 17.26 22.78 18.19 1.71 17,175.44
Kotak Equity Opportunities Fund - Growth Sep 09, 2004 22.17 21.38 18.77 1.66 16,502.69
HDFC Large and Mid Cap Fund - Regular Growth Plan Feb 18, 1994 29.08 27.99 20.46 1.78 13,427.73
Axis Growth Opportunities Fund - Regular Plan - Growth Oct 22, 2018 Unrated 23.99 20.16 19.55 1.73 10,396.45

Fund Holdings as on 30-November-2023

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • Infosys Ltd

  • Larsen & Toubro Ltd

  • TREPS

  • Axis Bank Ltd

  • State Bank of India

  • Power Finance Corporation Ltd

  • Varun Beverages Ltd

  • Oberoi Realty Ltd

  • Sun Pharmaceutical Industries Ltd

  • NTPC LTD

  • Cholamandalam Investment and Finance Company Ltd

  • Zomato Ltd

  • Tata Consultancy Services Ltd

  • Container Corporation of India Ltd

  • IndusInd Bank Ltd

  • Polycab India Ltd

  • Dr. Reddys Laboratories Ltd

  • Bharti Airtel Ltd

  • UNO Minda Ltd

  • Multi Commodity Exchange of India Ltd

  • Hindalco Industries Ltd

  • Canara Bank

  • Dixon Technologies (India) Ltd

  • United Breweries Ltd

  • Metro Brands Ltd

  • MphasiS Ltd

  • Ultratech Cement Ltd

  • ITC Ltd

  • Sona BLW Precision Forgings Ltd

  • The Federal Bank Ltd

  • LTIMindtree Ltd

  • Hindustan UniLever Ltd

  • Tata Motors Ltd

  • Mold-Tek Packaging Ltd

  • Fortis Health Care Ltd

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • Info Edge (India) Ltd

  • Divis Laboratories Ltd

  • ABB India Ltd

  • Titan Company Ltd

  • Bajaj Finance Ltd

  • Tube Investments of India Ltd

  • Ashok Leyland Ltd

  • Persistent Systems Ltd

  • Astral Ltd

  • Dalmia Cement (Bharat) Ltd.

  • PI Industries Ltd

  • Vedant Fashions Ltd

  • Cummins India Ltd

  • Tata Steel Ltd

  • Max Financial Services Ltd

  • The Indian Hotels Company Ltd

  • Aurobindo Pharma Ltd

  • Schaeffler India Ltd

  • Avenue Supermarts Ltd

  • Maruti Suzuki India Ltd

  • Bharat Heavy Electricals Ltd

  • Kajaria Ceramics Ltd

  • TCI Express Ltd

  • Bharat Forge Ltd

  • Bank of Baroda

  • Sundram Fasteners Ltd

  • REC Ltd

  • Triveni Turbine Ltd

  • Bajaj Finserv Ltd

  • Navin Fluorine International Ltd

  • Alkem Laboratories Ltd

  • Relaxo Footwears Ltd

  • Lupin Ltd

  • SRF Ltd

  • Page Industries Ltd

  • Laurus Labs Ltd

  • Margin Money For Derivatives

  • Cipla Ltd

  • Indraprastha Gas Ltd

  • Jio Financial Services Ltd

  • JSW Infrastructure Ltd

  • Coforge Ltd

  • Persistent Systems Limited December 2023

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Refineries

  • Finance Term Lending

  • Miscellaneous

  • e-Commerce

  • Finance - NBFC

  • Auto Ancillary

  • Engineering - Construction

  • Logistics

  • Cement & Construction Materials

  • Automobiles-Trucks/Lcv

  • Retailing

  • Plastic Products

  • Finance - Stock Broking

  • Consumer Food

  • Construction - Real Estate

  • Power Generation/Distribution

  • Engineering - Industrial Equipments

  • Cable

  • Telecommunication - Service Provider

  • Textile

  • Metal - Non Ferrous

  • Consumer Durables - Electronics

  • Breweries & Distilleries

  • Cigarettes/Tobacco

  • Chemicals

  • Household & Personal Products

  • Hospital & Healthcare Services

  • BPO/ITeS

  • Electric Equipment

  • Diamond & Jewellery

  • Cycles

  • Pesticides & Agrochemicals

  • Diesel Engines

  • Finance - Others

  • Steel & Iron Products

  • Hotel, Resort & Restaurants

  • Bearings

  • Automobiles - Passenger Cars

  • Ceramics/Marble/Granite/Sanitaryware

  • Forgings

  • Fasteners

  • Finance - Investment

  • Footwear

  • Gas Transmission/Marketing

  • Port

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Fund Manager

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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 27-Feb-2007 and currently has an AUM of ₹5,738.40 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 ₹0.06(0.09%)yesterday to ₹68.1938.

Among its top 3 holdings the fund has exposure to HDFC 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