MyWealthGrowth.com logo
HomeMutual Funds

Sundaram Large And Mid Cap Fund

Sundaram Large And Mid Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

11.04

as on 23 Jun 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,703 today.

Invest Now

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

  • ₹ 47.442

    as on 23 Jun 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 ₹ 47.442 as on 23 Jun 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% 1.76% 12.40% 37.65% 31.63% 21.61% 18.93% 23.54% -5.38% 18.30% 20.59% 15.30% 19.67%
Category Average -3.62% -9.30% -10.98% 0.43% 24.97% 13.15% 9.93% 15.49% -16.19% 8.64% 14.36% 11.51% 13.18%
Sundaram Large And Mid Cap Fund -3.54%₹ 9,646 -11.61%₹ 8,839 -13.97%₹ 8,603 1.51%₹ 10,150 -17.85%₹ 10,809 24.15%₹ 15,413 8.13%₹ 26,057 11.04%₹ 13,703 12.75%₹ 43,542 10.29%₹ 16,326 10.90%₹ 78,902 14.28%₹ 38,042 12.99%₹ 2,36,283
Mirae Asset Emerging Bluechip Fund -3.92%₹ 9,607 -9.77%₹ 9,023 -11.95%₹ 8,805 -1.73%₹ 9,827 -17.13%₹ 10,859 27.29%₹ 16,202 9.15%₹ 26,321 16.45%₹ 15,810 16.83%₹ 46,159 13.31%₹ 18,681 15.09%₹ 87,519 22.40%₹ 75,623 19.67%₹ 3,38,278
Canara Robeco Emerging Equities -3.25%₹ 9,674 -9.08%₹ 9,092 -12.59%₹ 8,741 -0.56%₹ 9,943 -16.22%₹ 10,921 26.18%₹ 15,922 8.83%₹ 26,238 14.86%₹ 15,169 15.85%₹ 45,520 11.05%₹ 16,894 13.00%₹ 83,127 20.02%₹ 62,100 17.55%₹ 3,01,778
DSP Equity Opportunities Fund -3.22%₹ 9,678 -8.19%₹ 9,181 -10.94%₹ 8,905 -5.79%₹ 9,420 -18.27%₹ 10,780 22.07%₹ 14,901 6.16%₹ 25,554 12.10%₹ 14,099 12.40%₹ 43,323 9.54%₹ 15,775 10.63%₹ 78,378 15.33%₹ 41,681 13.03%₹ 2,36,742
Edelweiss Large & Mid Cap Fund -3.83%₹ 9,617 -10.46%₹ 8,954 -11.75%₹ 8,825 -1.56%₹ 9,843 -16.40%₹ 10,909 25.89%₹ 15,848 8.37%₹ 26,119 13.30%₹ 14,557 14.32%₹ 44,537 11.34%₹ 17,113 12.27%₹ 81,634 - -
SBI Large & Midcap Fund -4.44%₹ 9,555 -9.26%₹ 9,073 -9.42%₹ 9,057 0.97%₹ 10,096 -13.10%₹ 11,134 27.65%₹ 16,295 12.29%₹ 27,133 14.06%₹ 14,854 16.86%₹ 46,179 11.17%₹ 16,988 13.24%₹ 83,626 15.82%₹ 43,500 14.06%₹ 2,50,139

Portfolio Holdings

Portfolio holdings pattern of Sundaram Large And Mid Cap Fund as on 25 Jun 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%