Sundaram Large and Mid Cap Fund - Growth - Direct Plan

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  • 0.29 %Nav, as on 06-12-2023

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  • Net Change on 06-12-2023

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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 (₹)

  • 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 8.94 8.35 20.32 22.47 17.57 15.66
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 Direct Plan - Growth Jan 08, 2013 Unrated 20.32 22.47 17.57 0.75 5,313.08
Mirae Asset Emerging Bluechip Fund - Direct Plan - Growth Jan 01, 2013 21.85 22.11 21.22 0.64 28,103.78
Canara Robeco Emerging Equities-Direct Plan-Growth Option Jan 01, 2013 17.72 20.36 19.10 0.57 17,563.09
SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth Jan 01, 2013 17.89 24.27 19.05 0.83 15,648.67
Kotak Equity Opportunities Fund - Growth - Direct Jan 01, 2013 24.34 23.10 20.21 0.53 15,260.53
HDFC Large and Mid Cap Fund - Direct Growth Plan Jan 01, 2013 29.53 29.18 21.00 0.95 11,883.08

Fund Holdings as on 31-October-2023

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • Infosys Ltd

  • TREPS

  • Larsen & Toubro Ltd

  • Axis Bank Ltd

  • State Bank of India

  • Cholamandalam Investment and Finance Company Ltd

  • Power Finance Corporation Ltd

  • Tata Consultancy Services Ltd

  • Sun Pharmaceutical Industries Ltd

  • NTPC LTD

  • IndusInd Bank Ltd

  • Varun Beverages Ltd

  • Oberoi Realty Ltd

  • Polycab India Ltd

  • Dr. Reddys Laboratories Ltd

  • Container Corporation of India Ltd

  • Bharti Airtel Ltd

  • UNO Minda Ltd

  • Canara Bank

  • Zomato Ltd

  • United Breweries Ltd

  • Hindalco Industries Ltd

  • Dixon Technologies (India) Ltd

  • Schaeffler India Ltd

  • ITC Ltd

  • Sona BLW Precision Forgings Ltd

  • Persistent Systems Ltd

  • Mold-Tek Packaging Ltd

  • Ultratech Cement Ltd

  • The Federal Bank Ltd

  • MphasiS Ltd

  • Metro Brands Ltd

  • Bajaj Finance Ltd

  • Hindustan UniLever Ltd

  • LTIMindtree Ltd

  • Multi Commodity Exchange of India Ltd

  • Tata Motors Ltd

  • ABB India Ltd

  • Info Edge (India) Ltd

  • Titan Company Ltd

  • Divis Laboratories Ltd

  • Tube Investments of India Ltd

  • Astral Ltd

  • Dalmia Cement (Bharat) Ltd.

  • Ashok Leyland Ltd

  • Vedant Fashions Ltd

  • Fortis Health Care Ltd

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • PI Industries Ltd

  • Tata Steel Ltd

  • Maruti Suzuki India Ltd

  • Cummins India Ltd

  • The Indian Hotels Company Ltd

  • Max Financial Services Ltd

  • Avenue Supermarts Ltd

  • Kajaria Ceramics Ltd

  • TCI Express Ltd

  • Sundram Fasteners Ltd

  • Bank of Baroda

  • Aurobindo Pharma Ltd

  • Bharat Forge Ltd

  • Bharat Heavy Electricals Ltd

  • Bajaj Finserv Ltd

  • Navin Fluorine International Ltd

  • Triveni Turbine Ltd

  • REC Ltd

  • Relaxo Footwears Ltd

  • Alkem Laboratories Ltd

  • Page Industries Ltd

  • SRF Ltd

  • Lupin Ltd

  • Laurus Labs Ltd

  • Cipla Ltd

  • Indraprastha Gas Ltd

  • Jio Financial Services Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Coforge Ltd

  • JSW Inftrastructure Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Refineries

  • Finance - NBFC

  • Miscellaneous

  • Auto Ancillary

  • Engineering - Construction

  • e-Commerce

  • Finance Term Lending

  • Logistics

  • Plastic Products

  • Cement & Construction Materials

  • Automobiles-Trucks/Lcv

  • Retailing

  • Power Generation/Distribution

  • Consumer Food

  • Construction - Real Estate

  • Cable

  • Textile

  • Finance - Stock Broking

  • Telecommunication - Service Provider

  • Metal - Non Ferrous

  • Consumer Durables - Electronics

  • Breweries & Distilleries

  • Engineering - Industrial Equipments

  • Bearings

  • Cigarettes/Tobacco

  • Household & Personal Products

  • Chemicals

  • BPO/ITeS

  • Electric Equipment

  • Diamond & Jewellery

  • Cycles

  • Hospital & Healthcare Services

  • Pesticides & Agrochemicals

  • Steel & Iron Products

  • Automobiles - Passenger Cars

  • Diesel Engines

  • Hotel, Resort & Restaurants

  • Finance - Others

  • Ceramics/Marble/Granite/Sanitaryware

  • Fasteners

  • Forgings

  • Finance - Investment

  • Footwear

  • Gas Transmission/Marketing

  • Consumer Durables - Domestic Appliances

  • Port

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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 08-Jan-2013 and currently has an AUM of ₹5,313.08 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 ₹0.21(0.29%)yesterday to ₹75.1751.

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