Sundaram Large and Mid Cap Fund - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

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  • Exit Load (%)

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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 3.26 8.00 39.80 21.85 18.04 15.99
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 39.80 21.85 18.04 0.73 6,194.70
Mirae Asset Large & Midcap Fund - Direct Plan - Growth Jan 01, 2013 41.09 20.65 21.25 0.65 33,618.78
SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth Jan 01, 2013 35.22 23.74 19.90 0.77 21,270.03
Canara Robeco Emerging Equities-Direct Plan-Growth Option Jan 01, 2013 38.25 20.56 19.49 0.58 20,816.29
Kotak Equity Opportunities Fund - Growth - Direct Jan 01, 2013 45.63 23.92 21.39 0.53 19,861.46
HDFC Large and Mid Cap Fund - Direct Growth Plan Jan 01, 2013 51.22 28.23 21.92 0.82 17,313.86

Fund Holdings as on 31-March-2024

  • ICICI Bank Ltd

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • State Bank of India

  • Larsen & Toubro Ltd

  • Infosys Ltd

  • Zomato Ltd

  • Sun Pharmaceutical Industries Ltd

  • Axis Bank Ltd

  • Tata Consultancy Services Ltd

  • Oberoi Realty Ltd

  • Power Finance Corporation Ltd

  • Bharti Airtel Ltd

  • Dixon Technologies (India) Ltd

  • Container Corporation of India Ltd

  • Varun Beverages Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • NTPC LTD

  • Tata Motors Ltd

  • Lupin Ltd

  • ABB India Ltd

  • Hindalco Industries Ltd

  • UNO Minda Ltd

  • Persistent Systems Ltd

  • TREPS

  • Info Edge (India) Ltd

  • IndusInd Bank Ltd

  • Canara Bank

  • Multi Commodity Exchange of India Ltd

  • United Breweries Ltd

  • Ultratech Cement Ltd

  • Sona BLW Precision Forgings Ltd

  • The Indian Hotels Company Ltd

  • Dr. Reddys Laboratories Ltd

  • MphasiS Ltd

  • Max Healthcare Institute Ltd

  • Cummins India Ltd

  • Bharat Heavy Electricals Ltd

  • PI Industries Ltd

  • The Federal Bank Ltd

  • ITC Ltd

  • Polycab India Ltd

  • Tube Investments of India Ltd

  • Tata Steel Ltd

  • Aurobindo Pharma Ltd

  • Hero MotoCorp Ltd

  • Sundaram Liquid Fund - Direct Growth

  • Metro Brands Ltd

  • Astral Ltd

  • Hindustan UniLever Ltd

  • Titan Company Ltd

  • Avenue Supermarts Ltd

  • Mold-Tek Packaging Ltd

  • Fortis Health Care Ltd

  • Delhivery Ltd

  • Max Financial Services Ltd

  • DOMS Industries Ltd

  • REC Ltd

  • Schaeffler India Ltd

  • Dalmia Cement (Bharat) Ltd.

  • Bank of India

  • Triveni Turbine Ltd

  • Kirloskar Oil Engines Ltd

  • Divis Laboratories Ltd

  • Bharat Forge Ltd

  • Bajaj Finance Ltd

  • Hindustan Petroleum Corporation Ltd

  • Kajaria Ceramics Ltd

  • Page Industries Ltd

  • Ashok Leyland Ltd

  • Alkem Laboratories Ltd

  • Bajaj Finserv Ltd

  • Sundram Fasteners Ltd

  • TCI Express Ltd

  • LTIMindtree Ltd

  • Relaxo Footwears Ltd

  • Balkrishna Industries Ltd

  • Union Bank of India

  • JSW Infrastructure Ltd

  • Laurus Labs Ltd

  • Torrent Power Ltd

  • Mankind Pharma Ltd

  • Coal India Ltd

  • Bharat Electronics Ltd

  • TATA Power Company Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • IT - Software

  • Bank - Public

  • Refineries

  • Engineering - Industrial Equipments

  • Engineering - Construction

  • Auto Ancillary

  • Finance Term Lending

  • Finance - NBFC

  • Power Generation/Distribution

  • Logistics

  • Automobiles-Trucks/Lcv

  • e-Commerce

  • Hospital & Healthcare Services

  • Cement & Construction Materials

  • Retailing

  • Plastic Products

  • Construction - Real Estate

  • Telecommunication - Service Provider

  • Consumer Durables - Electronics

  • Consumer Food

  • Electric Equipment

  • Metal - Non Ferrous

  • BPO/ITeS

  • Finance - Stock Broking

  • Breweries & Distilleries

  • Miscellaneous

  • Hotel, Resort & Restaurants

  • Diesel Engines

  • Pesticides & Agrochemicals

  • Cigarettes/Tobacco

  • Cable

  • Cycles

  • Steel & Iron Products

  • Automobile Two & Three Wheelers

  • Household & Personal Products

  • Diamond & Jewellery

  • Courier Services

  • Finance - Others

  • Printing & Stationery

  • Bearings

  • Forgings

  • Ceramics/Marble/Granite/Sanitaryware

  • Textile

  • Fasteners

  • Finance - Investment

  • Footwear

  • Tyres & Allied

  • Port

  • Mining & Minerals

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Fund Manager

  • Cash

  • Equity

  • MFU

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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 ₹6,194.70 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 ₹0.43(0.52%)yesterday to ₹82.5178.

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

The Sundaram Large and Mid Cap Fund is managed by Ravi Gopalakrishnan 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