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Sundaram Large And Mid Cap Fund

Sundaram Large And Mid Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

15.76

as on 03 Oct 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,520 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

  • ₹ 53.734

    as on 03 Oct 2022
  • Regular - Growth

  • 2 / 26

  • ₹ 100

  • ₹ 1,823 Cr.

    as on 31 Dec 2021
  • 2.23%

  • 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 ₹ 53.734 as on 03 Oct 2022.

This fund has 15 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.23%. 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 1.75% 15.03% 12.40% 37.65% 34.90% 24.04% 18.93% 23.54% 10.94% 19.64% 24.83% 18.85% 20.01%
Category Average -2.39% 10.58% 0.04% 0.98% 26.65% 18.43% 11.70% 15.52% 1.60% 12.46% 19.19% 15.09% 14.52%
Sundaram Large And Mid Cap Fund -3.42%₹ 9,658 11.43%₹ 11,142 -2.01%₹ 9,799 -0.93%₹ 9,907 -0.09%₹ 11,994 26.01%₹ 15,899 12.32%₹ 27,142 15.76%₹ 15,520 18.07%₹ 46,983 12.33%₹ 17,886 14.43%₹ 86,134 13.91%₹ 36,794 14.50%₹ 2,56,174
Mirae Asset Emerging Bluechip Fund -3.71%₹ 9,628 6.60%₹ 10,659 -3.40%₹ 9,660 -4.73%₹ 9,527 -4.77%₹ 11,688 25.79%₹ 15,843 8.89%₹ 26,255 20.96%₹ 17,705 18.71%₹ 47,405 14.35%₹ 19,558 16.97%₹ 91,668 21.75%₹ 71,631 20.01%₹ 3,44,583
Canara Robeco Emerging Equities -3.04%₹ 9,695 10.14%₹ 11,013 -0.43%₹ 9,957 -1.81%₹ 9,818 0.35%₹ 12,023 25.46%₹ 15,760 11.57%₹ 26,948 20.95%₹ 17,700 19.59%₹ 47,993 12.63%₹ 18,131 16.05%₹ 89,621 20.06%₹ 62,286 18.45%₹ 3,16,757
DSP Equity Opportunities Fund -1.99%₹ 9,800 10.36%₹ 11,035 1.30%₹ 10,130 -3.93%₹ 9,607 1.80%₹ 12,116 25.69%₹ 15,818 10.40%₹ 26,644 16.60%₹ 15,860 17.30%₹ 46,473 10.93%₹ 16,799 14.17%₹ 85,573 15.25%₹ 41,384 14.36%₹ 2,54,269
Edelweiss Large & Mid Cap Fund -2.91%₹ 9,709 11.73%₹ 11,172 -0.02%₹ 9,998 0.32%₹ 10,031 2.89%₹ 12,187 26.74%₹ 16,083 12.88%₹ 27,287 18.93%₹ 16,828 19.65%₹ 48,035 13.31%₹ 18,681 16.00%₹ 89,525 - -
SBI Large & Midcap Fund -0.14%₹ 9,985 14.89%₹ 11,488 4.07%₹ 10,406 8.04%₹ 10,803 10.81%₹ 12,690 33.02%₹ 17,722 19.28%₹ 28,975 21.50%₹ 17,946 24.40%₹ 51,302 14.04%₹ 19,298 18.23%₹ 94,537 16.37%₹ 45,598 16.10%₹ 2,79,072

Portfolio Holdings

Portfolio holdings pattern of Sundaram Large And Mid Cap Fund as on 04 Oct 2022 are listed below:

  • Equity Holdings:

    95.15%
  • Debt Holdings:

    0.01%
  • Others Holdings:

    5.22%

Top Sector Holdings of Sundaram Large And Mid Cap Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 15.19% ₹ 791.63 Cr.
Computers - Software 11.45% ₹ 584.35 Cr.
NBFC 6.14% ₹ 312.80 Cr.
Auto ancillaries 5.95% ₹ 303.73 Cr.
Pharmaceuticals 5.00% ₹ 254.18 Cr.
Others 56.27% -

Top Stock Holdings of Sundaram Large And Mid Cap Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 4.99% ₹ 254.39 Cr.
ICICI Bank Ltd. 4.55% ₹ 231.81 Cr.
HDFC Bank Ltd. 3.93% ₹ 200.37 Cr.
Reliance Industries Ltd. 3.02% ₹ 154.25 Cr.
Larsen & Toubro Ltd. 2.78% ₹ 141.60 Cr.
Others 80.73% -

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
Net Receivables 3.83%
TREPS 0.90%
Reverse Repo 0.49%