Sundaram Large and Mid Cap Fund - Growth - Regular Plan

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  • (-0.15%)Nav, as on 29-09-2023

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Fund Overview Growth | Regular 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 Regular Plan - Growth 2.41 6.83 17.80 23.40 14.37 11.74
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 Regular Plan - Growth Feb 27, 2007 Unrated 17.80 23.40 14.37 1.83 5,477.23
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option Jul 09, 2010 22.22 24.85 18.67 1.60 28,439.28
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 14.82 22.21 15.58 1.65 17,939.37
Kotak Equity Opportunities Fund - Growth Sep 09, 2004 24.47 25.32 17.38 1.66 15,013.39
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth Feb 28, 1993 18.83 28.24 16.90 1.71 14,682.26
HDFC Large and Mid Cap Fund - Regular Growth Plan Feb 18, 1994 29.13 32.01 17.79 1.79 11,197.54

Fund Holdings as on 31-August-2023

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • Infosys Ltd

  • Axis Bank Ltd

  • State Bank of India

  • Larsen & Toubro Ltd

  • TREPS

  • Reverse Repo

  • Cholamandalam Investment and Finance Company Ltd

  • Sun Pharmaceutical Industries Ltd

  • Tata Consultancy Services Ltd

  • Polycab India Ltd

  • Dr. Reddys Laboratories Ltd

  • Varun Beverages Ltd

  • MphasiS Ltd

  • IndusInd Bank Ltd

  • Dixon Technologies (India) Ltd

  • Oberoi Realty Ltd

  • Sona BLW Precision Forgings Ltd

  • Ashok Leyland Ltd

  • UNO Minda Ltd

  • Container Corporation of India Ltd

  • Power Finance Corporation Ltd

  • Schaeffler India Ltd

  • Bharti Airtel Ltd

  • The Indian Hotels Company Ltd

  • Hindalco Industries Ltd

  • ABB India Ltd

  • ITC Ltd

  • Mold-Tek Packaging Ltd

  • United Breweries Ltd

  • The Federal Bank Ltd

  • Titan Company Ltd

  • NTPC LTD

  • Hindustan UniLever Ltd

  • Ultratech Cement Ltd

  • Navin Fluorine International Ltd

  • Canara Bank

  • LTIMindtree Ltd

  • Bajaj Finance Ltd

  • Kajaria Ceramics Ltd

  • Info Edge (India) Ltd

  • Divis Laboratories Ltd

  • Metro Brands Ltd

  • Astral Ltd

  • Persistent Systems Ltd

  • Indraprastha Gas Ltd

  • Tata Motors Ltd

  • PI Industries Ltd

  • Fortis Health Care Ltd

  • Dalmia Cement (Bharat) Ltd.

  • Vedant Fashions Ltd

  • Avenue Supermarts Ltd

  • Tata Steel Ltd

  • Tube Investments of India Ltd

  • Bharat Heavy Electricals Ltd

  • Cummins India Ltd

  • Max Financial Services Ltd

  • Asian Paints Ltd

  • Maruti Suzuki India Ltd

  • TCI Express Ltd

  • Bank of Baroda

  • Sundram Fasteners Ltd

  • Zomato Ltd

  • Triveni Turbine Ltd

  • Relaxo Footwears Ltd

  • Bajaj Finserv Ltd

  • SRF Ltd

  • Page Industries Ltd

  • Laurus Labs Ltd

  • Jubilant Foodworks Ltd

  • Bharat Forge Ltd

  • Cipla Ltd

  • Alkem Laboratories Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Jio Financial Services Ltd

  • Coforge Ltd

  • REC Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Miscellaneous

  • Refineries

  • Auto Ancillary

  • Finance - NBFC

  • Automobiles-Trucks/Lcv

  • Engineering - Construction

  • Plastic Products

  • Logistics

  • Cement & Construction Materials

  • Consumer Food

  • Retailing

  • Chemicals

  • Finance Term Lending

  • Engineering - Industrial Equipments

  • Cable

  • Consumer Durables - Electronics

  • Construction - Real Estate

  • Textile

  • Bearings

  • Telecommunication - Service Provider

  • Hotel, Resort & Restaurants

  • Electric Equipment

  • Metal - Non Ferrous

  • Cigarettes/Tobacco

  • Breweries & Distilleries

  • Diamond & Jewellery

  • Power Generation/Distribution

  • Household & Personal Products

  • Ceramics/Marble/Granite/Sanitaryware

  • BPO/ITeS

  • Industrial Gases & Fuels

  • Hospital & Healthcare Services

  • Pesticides & Agrochemicals

  • Steel & Iron Products

  • Cycles

  • Diesel Engines

  • Finance - Others

  • Paints

  • Automobiles - Passenger Cars

  • Fasteners

  • e-Commerce

  • Finance - Investment

  • Footwear

  • Forgings

  • Consumer Durables - Domestic Appliances

  • Finance - Stock Broking

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Fund Manager

  • Cash

  • Equity

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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 ₹5,477.23 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 down ₹-0.09(-0.15%)yesterday to ₹63.0699.

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