Sundaram Large and Mid Cap Fund - IDCW - Regular Plan

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  • Net Change on 29-05-2024

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Fund Overview IDCW | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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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 Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) 4.37 9.70 37.52 19.97 17.00 12.45
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 Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) Feb 27, 2007 37.52 19.97 17.00 1.81 6,387.67
Mirae Asset Large & Midcap Fund Regular IDCW Jul 09, 2010 39.19 17.61 19.99 1.55 34,974.46
SBI Large & Midcap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Feb 28, 1993 33.55 20.14 19.33 1.65 22,689.50
CANARA ROBECO EMERGING EQUITIES - REGULAR PLAN - IDCW (Payout/Reinvestment) Mar 11, 2005 35.83 18.35 18.38 1.63 21,508.53
Kotak Equity Opportunities Fund - Payout of Income Distribution cum capital withdrawal option Sep 09, 2004 46.69 23.05 20.80 1.62 21,495.80
HDFC Large and Mid Cap Fund - IDCW Option Jan 19, 2009 48.30 25.25 21.21 1.70 18,691.62

Fund Holdings as on 30-April-2024

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • State Bank of India

  • Larsen & Toubro Ltd

  • Zomato Ltd

  • Axis Bank Ltd

  • Infosys Ltd

  • Bharti Airtel Ltd

  • TREPS

  • Container Corporation of India Ltd

  • Tata Consultancy Services Ltd

  • Power Finance Corporation Ltd

  • NTPC LTD

  • Oberoi Realty Ltd

  • Varun Beverages Ltd

  • Hindalco Industries Ltd

  • Sun Pharmaceutical Industries Ltd

  • Dixon Technologies (India) Ltd

  • Tata Motors Ltd

  • UNO Minda Ltd

  • Lupin Ltd

  • ABB India Ltd

  • United Breweries Ltd

  • Multi Commodity Exchange of India Ltd

  • Info Edge (India) Ltd

  • Bharat Heavy Electricals Ltd

  • Cummins India Ltd

  • Ultratech Cement Ltd

  • Canara Bank

  • Polycab India Ltd

  • Max Healthcare Institute Ltd

  • Dr. Reddys Laboratories Ltd

  • Persistent Systems Ltd

  • Aurobindo Pharma Ltd

  • The Indian Hotels Company Ltd

  • The Federal Bank Ltd

  • MphasiS Ltd

  • IndusInd Bank Ltd

  • ITC Ltd

  • Tata Steel Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Schaeffler India Ltd

  • Sona BLW Precision Forgings Ltd

  • PI Industries Ltd

  • Tube Investments of India Ltd

  • Mold-Tek Packaging Ltd

  • Hero MotoCorp Ltd

  • DOMS Industries Ltd

  • Astral Ltd

  • Fortis Health Care Ltd

  • Hindustan Petroleum Corporation Ltd

  • Avenue Supermarts Ltd

  • Kirloskar Oil Engines Ltd

  • Delhivery Ltd

  • REC Ltd

  • Hindustan UniLever Ltd

  • Bank of India

  • Metro Brands Ltd

  • Divis Laboratories Ltd

  • Titan Company Ltd

  • Bharti Hexacom Ltd

  • Max Financial Services Ltd

  • Triveni Turbine Ltd

  • Bharat Forge Ltd

  • Dalmia Cement (Bharat) Ltd.

  • Alkem Laboratories Ltd

  • JSW Infrastructure Ltd

  • Kajaria Ceramics Ltd

  • Ashok Leyland Ltd

  • Bajaj Finance Ltd

  • Hindustan Aeronautics Ltd

  • Page Industries Ltd

  • Sundram Fasteners Ltd

  • Bajaj Finserv Ltd

  • Torrent Power Ltd

  • Union Bank of India

  • TCI Express Ltd

  • TATA Power Company Ltd

  • Balkrishna Industries Ltd

  • Relaxo Footwears Ltd

  • Mankind Pharma Ltd

  • Coal India Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • IT - Software

  • Bank - Public

  • Refineries

  • Engineering - Industrial Equipments

  • Telecommunication - Service Provider

  • Power Generation/Distribution

  • Finance Term Lending

  • Engineering - Construction

  • Auto Ancillary

  • Logistics

  • e-Commerce

  • Automobiles-Trucks/Lcv

  • Hospital & Healthcare Services

  • Cement & Construction Materials

  • Plastic Products

  • Retailing

  • Miscellaneous

  • Finance - NBFC

  • Construction - Real Estate

  • Consumer Food

  • Metal - Non Ferrous

  • Consumer Durables - Electronics

  • Electric Equipment

  • Breweries & Distilleries

  • Finance - Stock Broking

  • BPO/ITeS

  • Diesel Engines

  • Cable

  • Hotel, Resort & Restaurants

  • Cigarettes/Tobacco

  • Steel & Iron Products

  • Bearings

  • Pesticides & Agrochemicals

  • Cycles

  • Automobile Two & Three Wheelers

  • Printing & Stationery

  • Courier Services

  • Household & Personal Products

  • Diamond & Jewellery

  • Finance - Others

  • Forgings

  • Port

  • Ceramics/Marble/Granite/Sanitaryware

  • Defence

  • Textile

  • Fasteners

  • Finance - Investment

  • Footwear

  • Tyres & Allied

  • Mining & Minerals

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Fund Manager

Most Recent Dividend

  • 30/10/2023

  • 14/11/2022

  • 30/06/2021

  • 22/01/2020

  • 18/10/2019

  • 19/07/2019

  • 29/05/2019

  • 18/01/2019

  • 12/10/2018

  • 18/07/2018

  • 16/03/2018

  • 10/01/2018

  • 13/10/2017

  • 21/07/2017

  • 12/04/2017

  • 12/01/2017

  • 10/10/2016

  • 05/05/2014

  • 24/12/2007

  • 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 ₹6,387.67 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 ₹-0.14(-0.45%)yesterday to ₹30.5014.

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 Agarwal.

Fund House Contact

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

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