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Sundaram Large And Mid Cap Fund

Sundaram Large And Mid Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

23.61

as on 22 Sep 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 18,885 today.

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NAV Performance

Sundaram  Large And Mid Cap Fund performance graph for last 3 years
Performance of Sundaram Large And Mid Cap Fund for last 3 Years

Fund Information

  • ₹ 62.717

    as on 22 Sep 2023
  • Regular - Growth

  • 14 / 26

  • ₹ 100

  • ₹ 4,833 Cr.

    as on 31 May 2023
  • 1.87%

  • 27 Feb 2007

  • Equity - Large & Mid Cap Fund

  • Nifty 50

  • Sundaram Mutual Fund

    Show All Funds
  • Sundaram Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Sundaram Large And Mid Cap Fund is an Open-ended Equity Fund. The fund belongs to Large & Mid Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 27 Feb 2007. This fund is offered by one of the top AMC (Assets Management Company) Sundaram Mutual Fund. You can also view here all other Equity funds offered by Sundaram Mutual Fund.

Latest NAV of the fund is ₹ 62.717 as on 22 Sep 2023.

This fund has 16 years of track record. Since 31 Mar 2023 expense ratio of this fund is 1.87%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 100. Lumpsum invest is offered with minimum investment of ₹ 100.

Fund Objective

To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks

List of Fund Managers of Sundaram Large And Mid Cap Fund

  • About S Bharath

    Picture of S BharathMr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
  • About Rahul Baijal

    Picture of Rahul BaijalMr. Baijal is B.E. Electronics & Communication and MBA. Prior to joining Sundaram Mutual Fund he was associated with TVF Capital (erstwhile Voyager Capital) (Jun 2005-Apr 2012) and Bharti -AXA Life Insurance (Jun 2012-Jun 2016).

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 3.36% 11.49% 26.82% 37.65% 29.35% 32.09% 18.93% 24.47% 36.52% 23.78% 24.62% 23.39% 19.30%
Category Average 1.95% 7.55% 20.97% 15.72% 10.40% 25.01% 14.59% 17.64% 26.48% 16.98% 18.13% 19.07% 15.15%
Sundaram Large And Mid Cap Fund 2.05%₹ 10,205 6.89%₹ 10,688 20.31%₹ 12,030 11.32%₹ 11,131 22.48%₹ 13,415 6.73%₹ 11,391 13.99%₹ 27,585 23.61%₹ 18,885 16.23%₹ 45,779 13.51%₹ 18,860 17.15%₹ 92,090 17.19%₹ 48,925 14.78%₹ 2,60,115
SBI Large & Midcap Fund 1.75%₹ 10,174 6.44%₹ 10,643 18.98%₹ 11,897 14.95%₹ 11,495 23.28%₹ 13,463 12.98%₹ 12,764 18.02%₹ 28,652 28.91%₹ 21,421 20.22%₹ 48,431 16.28%₹ 21,271 20.83%₹ 1,00,739 18.18%₹ 53,220 16.22%₹ 2,80,974
ICICI Prudential Large & Mid Cap Fund 2.61%₹ 10,261 9.38%₹ 10,937 20.30%₹ 12,029 19.26%₹ 11,926 27.53%₹ 13,721 14.65%₹ 13,145 20.27%₹ 29,251 31.51%₹ 22,742 23.08%₹ 50,391 16.06%₹ 21,079 22.36%₹ 1,04,520 15.75%₹ 43,253 15.75%₹ 2,73,991
HDFC Growth Opportunities Fund 2.73%₹ 10,272 10.84%₹ 11,084 26.82%₹ 12,682 22.42%₹ 12,242 35.77%₹ 14,213 15.56%₹ 13,353 23.68%₹ 30,172 32.09%₹ 23,049 24.62%₹ 51,467 16.99%₹ 21,938 23.39%₹ 1,07,172 - -
Kotak Equity Opportunities Fund 2.51%₹ 10,251 7.97%₹ 10,797 20.98%₹ 12,098 17.37%₹ 11,737 28.05%₹ 13,752 11.89%₹ 12,519 19.70%₹ 29,100 25.68%₹ 19,853 19.65%₹ 48,047 16.52%₹ 21,499 20.25%₹ 99,318 17.45%₹ 50,037 16.16%₹ 2,80,125
Mirae Asset Emerging Bluechip Fund 2.62%₹ 10,261 9.60%₹ 10,960 22.33%₹ 12,233 16.40%₹ 11,639 28.19%₹ 13,761 7.47%₹ 11,549 15.92%₹ 28,094 25.34%₹ 19,692 17.01%₹ 46,291 17.62%₹ 22,534 20.14%₹ 99,060 24.47%₹ 89,439 19.30%₹ 3,31,803

Portfolio Holdings

Portfolio holdings pattern of Sundaram Large And Mid Cap Fund as on 24 Sep 2023 are listed below:

  • Equity Holdings:

    97.35%
  • Debt Holdings:

    0.01%
  • Others Holdings:

    2.71%

Top Sector Holdings of Sundaram Large And Mid Cap Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 20.14% ₹ 1,049.30 Cr.
Computers - Software 7.28% ₹ 378.98 Cr.
Auto ancillaries 4.60% ₹ 239.33 Cr.
Refineries/Marketing 4.12% ₹ 214.88 Cr.
NBFC 4.03% ₹ 210.29 Cr.
Others 59.83% -

Top Stock Holdings of Sundaram Large And Mid Cap Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 5.10% ₹ 265.76 Cr.
Reliance Industries Ltd. 4.12% ₹ 214.88 Cr.
HDFC Bank Ltd. 3.82% ₹ 198.94 Cr.
Infosys Ltd. 3.29% ₹ 171.34 Cr.
State Bank Of India 2.59% ₹ 135.11 Cr.
Others 81.08% -

Top Debt Instrument Type holdings of Sundaram Large And Mid Cap Fund

Instrument TypeHolding PercentageHolding Values in Crore
T-Bills 0.01% ₹ .70 Cr.
Others 99.99% -

Top Debt Holdings of Sundaram Large And Mid Cap Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - T-Bill 0.01% ₹ .70 Cr.
Others 99.99%

Other Holdings

Holding TypeHolding Percentage
TREPS 2.25%
Net Receivables 0.46%