Sundaram Large and Mid Cap Fund - Growth - Direct Plan

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  • (-0.83%)Nav, as on 04-10-2024

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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 -0.51 3.22 40.23 17.58 21.81 16.93
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 40.23 17.58 21.81 0.72 7,129.60
Mirae Asset Large & Midcap Fund - Direct Plan - Growth Jan 01, 2013 36.87 16.49 25.21 0.59 40,204.84
SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth Jan 01, 2013 37.40 20.46 24.66 0.70 28,172.46
Kotak Equity Opportunities Fund - Growth - Direct Jan 01, 2013 43.22 21.99 25.80 0.47 25,292.75
Canara Robeco Emerging Equities-Direct Plan-Growth Option Jan 01, 2013 Unrated 43.63 17.41 25.09 0.54 25,038.82
HDFC Large and Mid Cap Fund - Direct Growth Plan Jan 01, 2013 42.98 23.34 26.91 0.81 23,712.31

Fund Holdings as on 31-August-2024

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • TREPS

  • Reliance Industries Ltd

  • State Bank of India

  • Infosys Ltd

  • Zomato Ltd

  • Larsen & Toubro Ltd

  • UNO Minda Ltd

  • Bharti Airtel Ltd

  • Lupin Ltd

  • Tata Consultancy Services Ltd

  • Axis Bank Ltd

  • NTPC LTD

  • Sun Pharmaceutical Industries Ltd

  • Info Edge (India) Ltd

  • Persistent Systems Ltd

  • Varun Beverages Ltd

  • Power Finance Corporation Ltd

  • Kotak Mahindra Bank Ltd

  • Hindustan Petroleum Corporation Ltd

  • Hindalco Industries Ltd

  • Tata Motors Ltd

  • Oberoi Realty Ltd

  • Tube Investments of India Ltd

  • MphasiS Ltd

  • Multi Commodity Exchange of India Ltd

  • United Breweries Ltd

  • Alkem Laboratories Ltd

  • Ultratech Cement Ltd

  • DOMS Industries Ltd

  • The Federal Bank Ltd

  • Polycab India Ltd

  • Apollo Tyres Ltd

  • Dr. Reddys Laboratories Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Aurobindo Pharma Ltd

  • PI Industries Ltd

  • The Indian Hotels Company Ltd

  • Container Corporation of India Ltd

  • ITC Ltd

  • Bharti Hexacom Ltd

  • ABB India Ltd

  • Kirloskar Oil Engines Ltd

  • Max Healthcare Institute Ltd

  • Cummins India Ltd

  • Fortis Health Care Ltd

  • Hero MotoCorp Ltd

  • Sona BLW Precision Forgings Ltd

  • Hindustan UniLever Ltd

  • Schaeffler India Ltd

  • REC Ltd

  • Ola Electric Mobility Ltd

  • Metro Brands Ltd

  • Cash and Other Net Current Assets

  • Hindustan Aeronautics Ltd

  • Bharat Heavy Electricals Ltd

  • Amber Enterprises India Ltd

  • Tata Steel Ltd

  • Triveni Turbine Ltd

  • Bharat Forge Ltd

  • Delhivery Ltd

  • Mold-Tek Packaging Ltd

  • JSW Infrastructure Ltd

  • Max Financial Services Ltd

  • Ashok Leyland Ltd

  • Marico Ltd

  • Titan Company Ltd

  • Kalyan Jewellers India Ltd

  • Dr Lal Path Labs Ltd

  • Page Industries Ltd

  • Kajaria Ceramics Ltd

  • Sundram Fasteners Ltd

  • Coal India Ltd

  • Torrent Power Ltd

  • Affle (India) Ltd

  • TATA Power Company Ltd

  • Grasim Industries Ltd

  • Canara Bank

  • PB Fintech Ltd

  • Bharat Petroleum Corporation Ltd

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Refineries

  • Miscellaneous

  • Telecommunication - Service Provider

  • Auto Ancillary

  • Bank - Public

  • Engineering - Industrial Equipments

  • Hospital & Healthcare Services

  • Power Generation/Distribution

  • e-Commerce

  • Finance Term Lending

  • Engineering - Construction

  • Consumer Food

  • Automobiles-Trucks/Lcv

  • BPO/ITeS

  • Automobile Two & Three Wheelers

  • Diamond & Jewellery

  • Metal - Non Ferrous

  • Construction - Real Estate

  • Cycles

  • Finance - Stock Broking

  • Breweries & Distilleries

  • Cement & Construction Materials

  • Cable

  • Printing & Stationery

  • Tyres & Allied

  • Finance - NBFC

  • Pesticides & Agrochemicals

  • Hotel, Resort & Restaurants

  • Logistics

  • Cigarettes/Tobacco

  • Electric Equipment

  • Diesel Engines

  • Household & Personal Products

  • Bearings

  • Retailing

  • Defence

  • Air Conditioners

  • Steel & Iron Products

  • Forgings

  • Courier Services

  • Plastic Products

  • Port

  • Finance - Others

  • Ceramics/Marble/Granite/Sanitaryware

  • Textile

  • Fasteners

  • Mining & Minerals

  • Diversified

  • Fintech

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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 ₹7,129.60 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 ₹-0.81(-0.83%)yesterday to ₹96.43.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd, and

The Sundaram Large and Mid Cap Fund is managed by S. Bharath and Ashish Agarwal.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156